Scheme Documents
Product Disclosure Statement (PDS) | July 2026
Statement of Investment Policy Objectives (SIPO) | July 2026
Other Material Information (OMI) | July 2026
Ethical Investment Policy | August 2026
Form | New Investor - Entity
Form | Additional Investment
Form | Transfer Request
Form | Withdrawal Request
Ethical Investment Documents
Tuhinga Haunga Matatika
Ethical Investment Policy | August 2026
Ethical Investment Update & Stewardship Report | August 2026
Guide to Ethical Investing | 2025
PRI Full Assessment Report | 2025
PRI Transparency Report | 2025
Historical Investor Information
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