Trust Investments' 2026 Ethical Investment Update and Stewardship Report provides a comprehensive overview of how ethical investment principles continue to shape investment decisions, stewardship activities, and industry leadership across the funds.

The report highlights how we work alongside the underlying specialist investment managers, industry partners and stakeholders to support strong governance, responsible business practices and long-term value creation for investors and communities.

Key Highlights

• 25 years of responsible funds management, with approximately $1.5 billion in assets under administration as at 31 March 2026.
• More than 7,400 proxy votes cast across the listed equity portfolios for the year to 31 December 2025.
• Ongoing engagement with underlying specialist investment managers on governance, climate risk, human rights, data privacy and transparency.
• Continued industry leadership through involvement with the RIAA Aotearoa New Zealand Collaborative Working Group and initiatives supporting and promoting Te Ao Māori capability building.
• The Trust Management Property Fund maintained its Toitū net carbon zero certification for landlord-controlled emissions in 2026 and continued to strengthen emissions management and reporting practices.

In this report you will also find:

• Results from our 2026 Ethical Investment Client Survey
• Stewardship case studies from underlying specialist investment managers
• Progress against the Aotearoa New Zealand Stewardship Code
• Updates on our commitment to the Principles for Responsible Investment (PRI) framework

Explore how Trust Investments applies its ethical investment approach through stewardship, active ownership and long-term thinking.