Objective
To generate a total return that exceeds the return of the Bloomberg NZBond Composite 0+ Year Index over rolling three-year periods, before taking into account fees and expenses.
ESG NZ Bond Fund
Tahua Monihere o Aotearoa
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)
- Moderate risk profiles
- Investors wanting domestic bond exposure
- Those prioritising ESG considerations in fixed income
Fund Value
NZD
$111,896,034
Risk Level
Medium
Average Annual Return
Since inception September 2005
4.7%
Annual Fund Charges
0.40%
Minimum Suggested Timeframe
3 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.
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