ESG Australasian Share Fund

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

Figures correct as at 31 March 2025.

Please refer to the Product Disclosure Statement for more information, including for details on the management fees and estimated administration charges that make up the annual fund charges.

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 from 1 April 2020.