Our Investment Funds were designed to meet the needs of charitable investors.  These Funds reflect Trust Management’s philosophies of strategic asset allocation, portfolio diversification, portfolio efficiency, active and indexed management, currency hedging and investment management at reasonable cost.  Our investment funds are designed to offer appropriate solutions to enable charities to achieve their long term objectives.  Our Funds are priced monthly and distribute income quarterly.


To find out more about our Funds, please refer to our Product Disclosure Statement or contact Matthew Goldsack on 09 550 4046.


Learn about our approach to Responsible Investment and download a copy of our Ethical Investment Policy


Legal and Regulatory Notices

Financial Advisers Act 2008 & Financial Services Providers Act 2008

Financial Advisers Act 2008 and Financial Services Providers Act 2008 came into force on 1 July 2011. Trust Management is registered as Financial Services Provider which means we can only give advice to ‘wholesale clients’.

Link to the Companies Office         Link to the Financial Advisers Act 2008


Complaints and Insurance and Financial Services Ombudsman

Trust Management is a member of an independent dispute resolution scheme operated by the Insurance and Financial Services Ombudsman ("IFSO"). If you feel your complaint has not been resolved to your satisfaction, you may register your complaint with the ISO. Please note, complaints to the IFSO must fall within certain criteria. For more information on how to register a complaint with Trust Management or to learn more about the IFSO please refer to the links below. 

How to Make a Complaint              The Insurance and Financial Services Ombudsman