Investment Products
We have designed a complete range of investment options that are simple, transparent and tax effective. These funds make it easy for Trustees to access good management in all asset classes.
Trust Investments Management Limited Prospectus
Trust Investments Management Limited registered a prospectus for the offer of units in its Group Investment Funds on 30 June 2011. You can download a copy of the prospectus here (download).
We operate six investment funds, which cover:
| November 2011 | 3 Month % | 1 Year % pa | 3 Years % pa | Inception % pa | Inception Date |
|---|
| Australasian Share Fund |
1.0% |
3.0% |
8.6% |
5.7% |
01/12/2002 |
| NZ Bond Fund |
3.1% |
10.5% |
9.0% |
7.5% |
01/09/2005 |
| International Share Fund |
4.3% |
-0.3% |
5.5% |
0.0% |
01/12/2005 |
| International Bond Fund |
0.7% |
5.7% |
5.9% |
7.0% |
01/09/2005 |
| Property Fund |
2.0% |
6.7% |
4.9% |
9.6% |
01/01/2001 |
| Balanced Fund |
2.2% |
5.1% |
6.3% |
4.5% |
01/06/2006 |
* Returns are gross of management fees and expenses but net of any delegated management fees. All returns greater than one year are annualised.
Download Property Fund Profile
Download Group Investment Funds Performance to end of November 2011
Download Unit Pricing October 2011
Download Solution1, a tailored product for investment trusts.
Download Property Fund Review September 2011
Download Group Investment Funds Review June 2011
Download Investment Statement and Application Form.