Past performance is not a guarantee of future returns. * Figures are calculated after fees and before any individual tax. ** Figures are calculated before fees and before any individual applicable tax. ¹ Unit Price as at
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Investing alongside you. Over $100m^ of the money we manage from our staff, directors, or shareholders.
We don’t follow the market. We work tirelessly to beat it. High focus, high conviction, active management.
Global experts dedicated to managing New Zealanders money, with specialist teams across NZ, AU, and UK.
Three high conviction and actively managed Conservative, Balanced and Growth funds to suit all investor types.
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A suite of high conviction and actively managed Australasian, Global or Diversified funds to suit your risk and return profile.
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