The Trust Management Property Fund (Fund) provides diversified exposure to directly held commercial properties located in New Zealand. The Property Fund applies certain ethical investment criteria on the acquisition and management of properties.
Objective
The objective of the Fund is to provide a diversified exposure to directly held commercial properties located in New Zealand. The Fund invests directly in a broad range of commercial properties and locations to generate income and capital gains and to limit and diversify risk. The Fund applies certain ethical investment criteria to property acquisitions.
Key features
- Direct exposure to New Zealand commercial property
- Ethical screening of tenant industries
- Diversified across predominantly industrial and large-format retail assets
- Actively managed by Trust Investments Management Limited
- No leverage or borrowing for investment purposesNo exposure to development risk
- Certified net carbon zero for landlord-controlled emissions
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.
Fund updates for previous quarters are available on the Disclose Register. Choose ‘Search for an offer’ and search for ‘Trust Management PIE Funds Scheme’ as the Offer name at https://disclose-register.companiesoffice.govt.nz.
