Property Fund

The Property Fund provides diversified exposure to directly held commercial properties located in New Zealand. The Property Fund applies certain ethical investment criteria on the acquisition and management of properties.

Key Features

• Direct exposure to New Zealand commercial property
• Ethical screening of tenant industries
• Diversified across predominantly industrial and large-format retail assets
• Actively managed by Trust Management
• No leverage or borrowing for investment purposes
• No exposure to development risk
• Certified net carbon zero for landlord-controlled emissions

Suitable For

• Investors seeking reliable, inflation-aligned income
• Long-term investors (5+ years)
• Those wanting access to commercial property without requiring scale
• Investors with an interest in ethical and responsible investing
• Those comfortable with lower liquidity
• Investors looking for long-term capital growth

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.