Objective
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.
ESG Australasian Share Fund
Tahua Pānga Ahitereihia
The ESG Australasian Share Fund provides a diversified exposure to New Zealand and Australian equities that meet certain ethical investment criteria.
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
Suitable For
- Growth-focused investors
- Long-term investment horizon (5+ years)
- Those seeking expert active management in Australasian markets
- Investors who value ESG integration, stewardship, and engagement
Fund Value
NZD
$103,743,383
Risk Level
High
Average Annual Return
Since inception December 2002
10.1%
Annual Fund Charges
0.56%
Minimum Suggested Timeframe
5 years
Minimum Investment
$25,000
Figures correct as at 31 March 2025.
Please refer to the Product Disclosure Statement for more information.
Returns are before fees, expenses and taxes and annualised for periods longer than one year. Past performance is not indicative of future performance and is not guaranteed by Trust Management, the Supervisor or the underlying Investment Managers. Performance calculations for the Funds comprise the returns for the Trust Investments Group Investment Funds up to and including 31 March 2020 and for the Trust Management PIE Funds Scheme from 1 April 2020.
Scheme Documents
Product Disclosure Statement (PDS) | July 2025
Statement of Investment Policy Objectives (SIPO) | July 2025
Other Material Information (OMI) | July 2025
Ethical Investment Policy | July 2025
Form | New Investor - Entity
Form | Additional Investment
Form | Transfer Request
Form | Withdrawal Request
Ethical Investment Documents
Tuhinga Haunga Matatika
Ethical Investment Policy | July 2025
Ethical Investment Update & Stewardship Report | August 2024
Guide to Ethical Investing | 2025
PRI Full Assessment Report | 2024
PRI Transparency Report | 2024