Product Disclosure Documents
Links to the Product Disclosure statements (PDS) from our product providers are listed below. We highly recommend you download and read each PDS for the funds recommended by your financial adviser in your investment portfolio.
Please note, the information provided in each PDS is general information only and doesn't take account of your personal financial situation or needs. Please contact your Adviser if you have any questions.
Free, physical copies of these PDS documents are available upon request.
Cash
NZ Fixed Interest
International Fixed Interest
Listed Property & Infrastructure
Australasian Equities
International Equities
Antipodes Global Fund - Long PIE
Clarity - Capital Group New Perspective Fund
Harbour T.Rowe Price Global Equity Fund
Hyperion Global Growth Companies Class B
Hyperion Global Growth Companies (PIE) Fund
Insync Global Capital Aware Fund
Janus Henderson Global Multi Strategy Fund
OneAnswer SAC International Share Fund
OneAnswer International Listed Infrastructure Fund
Pegana WHEB Sustainable Impact Fund
Other (Multi-Sector)
Milford Diversified Income Fund
OneAnswer Multi Asset Class (MAC) range of funds. This includes:
- OneAnswer MAC Conservative Balanced Fund
- OneAnswer MAC Balanced Fund
- OneAnswer MAC Balanced Growth Fund
- OneAnswer MAC Growth Fund
- OneAnswer MAC High Growth Fund