The Fixed Income Fund's objective is to preserve capital (with some growth) which outperforms the market index over a period exceeding three years. The Fund invests predominantly in New Zealand and international fixed interest securities.

We select primarily investment grade fixed interest securities issued by companies and governments, with investments spread across issuers, sectors, maturities, and regions to provide an appropriate level of risk diversification.

We intend to invest mostly in international fixed interest securities, where we can gain exposure to a large universe of companies and countries that are liquid and trade frequently, offering greater opportunity for returns than is available in NZ fixed interest.

This Fund has a risk rating of 4 out of 7 (medium risk).

Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information, including details of the risks associated with this fund.


Since inception (after fees before tax)


Unit price as at


Returns as at 31 March 2024

Portfolio Team


Travis Murdoch

Head of Fixed Income and Portfolio Manager (NZ Office)

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Mike Taylor

Founder and Chief Investment Officer (NZ Office)

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Click on the links below to view more information about this fund
Fact Sheet
Product Disclosure Statement
Statement of Policy and Objectives (SIPO)
Latest Quarterly Update