Investing for Public Trust customers
Grow your asset for future generations
Whether your needs are short or long term, we’ve got an investment solution to meet your circumstances. Public Trust has been taking care of Kiwis and their money for almost 150 years.
If we’re already the trustee of an estate or trust, property attorney under an EPA for a customer who has lost mental capacity, or property manager under the PPPR Act, Public Trust can act as your investment partner.
Our investment options are not available to members of the public, and the Diversified Funds and the Personalised Portfolio Service are not regulated offers under the Financial Markets Conduct Act 2013.
Short term and long term investment options
We offer two levels of service to meet your investing needs:
1. Diversified funds
Invest in a range of Public Trust managed funds with a minimum investment of $5,000.
Funds are chosen using our specialist in-house investment planning tool, which is based on what is appropriate for most people in a certain group or class (it is not tailored to your individual circumstances).
The funds are portfolio investment entities (PIEs), with tax advantages including tax on investment being capped at 28%.
Funds are invested in assets such as shares, bonds, and cash. Each of these funds invests in a single asset class, for example global shares.
Further information on the diversified funds can be found in:
2. Personalised portfolio service
Specialist investment advice for wholesale trusts with over $2,000,000 to invest.
Receive personalised financial advice from an experienced investment adviser, for a tailored portfolio that meets the specific requirements of your trust.
Includes custody services and comprehensive reporting.
Funds are invested in assets such as shares, bonds, and cash. Each of these funds invests in a single asset class, for example global shares.
How much does it cost?
Our charges are based on the complexity of your situation. We’ll provide you an estimate of the costs involved, so you know what to expect from the start.
How we invest
Our investment beliefs provide a basis for the strategic management of the investment portfolios under our care. They are a guide for decision making, and provide an insight into how we invest your funds.
