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Funds Management

From 1 July 2019 the Public Trustee ceased to accept money from investors under Section 29 (1)(b) of the Public Trustee Act 1995. This investment service will be fully phased out over the period 1 July 2019 to 30 June 2021.

Customers that will be affected by this change have been advised in writing and will be required to withdraw their funds by 30 June 2021.

The Public Trustee will remain as an investment service provider for:

  • The investment of money comprising or forming part of an estate under the control of the Public Trustee.
  • Public Sector and Statutory Funds including the Commissioner for Consumer Affairs and the Office of the Small Business Commissioner.

We offer a number of investment strategies that deliver performance and security, whilst keeping fees low. Our approach is to always manage assets prudently.

Our investments include international and domestic shares, fixed interest, property (including infrastructure), and cash. These assets are managed internally, as well as externally through a network of expert fund managers.

The fund managers are engaged only after a rigorous review process which includes advice from an external investment consultant. All managers are monitored closely to ensure they perform to our requirements.

Please note: The investment returns presented relate to past performance and must not be taken to imply that this predicts future returns of the funds. The information and opinions contained in this report have been compiled or are arrived at by Public Trustee from sources believed to be reliable and in good faith, but no representation or warranty, express or implied, is made as to their accuracy, completeness or correctness.