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Funds Management

Public Trustee is able to offer funds management services to certain eligible people and organisations. The people and organisations are generally customers of ours but include:

  • Wills customers of Public Trustee
  • Beneficiaries of estates and trusts administered by Public Trustee, when funds would otherwise be distributed. These investments can be supplemented with the investor’s own money.
  • Trustees of estates and trusts
  • Trustees of charitable funds
  • Religious organisations
  • Public Funds
  • Statutory Funds
  • Trustees of Self-Managed Superannuation Funds

We offer an investment service with strategies and products that deliver performance and security, whilst keeping fees low. Our approach is to always manage assets prudently.

If you are eligible we can assist with your investment needs, whether you wish to invest in short term cash deposits or to acquire growth over a longer term.

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.

Public Trustee will be changing these services from 1 July 2019.

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.

The information on this site is of a general nature. Before acting on any of the information, Public Trustee strongly recommends that you contact your financial planner or adviser to discuss your particular circumstances. Public Trustee does not accept any liability whatsoever for any direct or consequential loss arising from any usage of information herein contained.