ESG NZ Bond Fund

The ESG NZ Bond Fund provides a diversified exposure to New Zealand fixed interest securities that meet certain ethical investment criteria.

Key Features

• Fully invested in high-quality New Zealand fixed interest securities
• Preference for bonds aligned with green or social objectives
• Actively managed by Nikko Asset Management
• Focus on investment-grade issuers
• ESG screening and sector exclusions applied

Suitable For

• Income-seeking investors
• Medium-term investment horizon (3+ years)
• Conservative risk profiles
• Investors wanting domestic bond exposure
• Those prioritising ESG considerations in fixed income

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.