The Trust Management ESG Australasian Share Fund (Fund) provides a diversified exposure to New Zealand and Australian equities that meet certain ethical investment criteria.
Objective
The objective of the Fund is to generate a total return that exceeds the return of the S&P/NZX50 Portfolio Gross Index over rolling three-year periods, before taking into account fees and expenses.
Key features
- 100% allocation to listed New Zealand and Australian equities
- Actively managed by Harbour Asset Management
- Fully hedged to the New Zealand dollar
- ESG screening and reduced portfolio carbon intensity
- Broad exposure to quality growth-oriented companies
Further information
The Fund is a portfolio investment entity (PIE)-compliant New Zealand-domiciled fund with investments managed by Trust Investments Management Limited. FundRock NZ Limited is the issuer and manager of the Fund. The Fund is registered as an offer within the Trust Management PIE Funds Scheme (a Managed Investment Scheme) under the Financial Markets Conduct Act 2013 and is regulated by the Financial Markets Authority.
Please refer to the Trust Management PIE Funds Scheme Product Disclosure Statement for more information about the Fund.
