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.
We operate seven investment funds, which cover:
| February 2010 | 3 Month % | 1 Year % pa | 3 Years % pa | Inception % pa | Inception Date |
|---|
| NZ Share Fund |
2.3% |
28.2% |
-7.0% |
6.2% |
1/12/2002 |
| NZ Bond Fund |
2.6% |
5.4% |
7.8% |
6.8% |
1/9/2005 |
| International Share Fund |
2.0% |
25.4% |
-6.3% |
-1.2% |
1/12/2005 |
| International Bond Fund |
1.0% |
5.2% |
8.6% |
7.4% |
1/9/2005 |
| Property Fund |
1.8% |
2.9% |
6.2% |
10.1% |
1/1/2001 |
| Balanced Fund |
1.6% |
10.8% |
2.8% |
3.9% |
1/6/2006 |
* 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 February 2010
Download Unit Pricing February 2010
Download Solution1, a tailored product for investment trusts.
Download Investment Statement and Application Form.
Download the Quarterly Fund Review as at 31 December 2009