Fund Documents

FundProduct Disclosure StatementFund UpdateFund Fact SheetAnnual ReportFinancial StatementsApplication Form
Antipodes Global Fund (PIE)View PDFClick hereClick hereView PDFView PDFContact IIS
Antipodes Global Fund – Long (PIE)View PDFClick hereClick hereView PDFView PDFContact IIS
APN AREIT PIE FundView PDFClick hereClick hereView PDFView PDFContact IIS
Aurora Conservative FundView PDFClick hereContact IISComing in 2022!Coming in 2022!Contact IIS
Aurora Future Focused FundView PDFClick hereContact IISComing in 2022!Coming in 2022!Contact IIS
Aurora Growth FundView PDFClick hereContact IISComing in 2022!Coming in 2022!Contact IIS
Colchester Global Government Bond PIE FundView PDFClick hereClick hereComing in 2022!Coming in 2022!Contact IIS
Coolabah Short Term Income PIE FundView PDFClick hereComing Soon!Coming in 2022!Coming in 2022!Contact IIS
Coolabah Long Short Credit PIE FundView PDFClick hereComing Soon!Coming in 2022!Coming in 2022!Contact IIS
First Sentier Global Listed Infrastructure FundView PDFClick hereComing Soon!Coming in 2022!View PDFContact IIS
Hobson Wealth NZ Fixed Interest FundView PDFClick hereClick hereView PDFView PDFContact IIS
Hobson Wealth NZ Equity FundView PDFClick hereClick hereView PDFView PDFContact IIS
Hobson Wealth International Growth FundView PDFClick hereClick hereView PDFView PDFContact IIS
Foundation Series Balanced FundView PDFClick hereClick hereView PDFView PDFContact IIS
Foundation Series Growth FundView PDFClick hereClick hereView PDFView PDFContact IIS
InvestNow KiwiSaver SchemeClick HereClick HereContact IISView PDFView PDFContact InvestNow
Brandywine Global Opportunistic Fixed Income FundView PDFClick hereClick hereView PDFView PDFContact IIS
Lighthouse Global Equity FundView PDFClick hereClick hereComing in 2022!Coming in 2022!Contact IIS
Metrics Multi-Strategy Private Debt (NZ) FundContact IISContact IISContact IISContact IISContact IISContact IIS
Russell Investments NZ Fixed Interest FundView PDFClick hereClick hereView PDFView PDFContact IIS
Russell Investments Global Fixed Interest FundView PDFClick hereClick hereView PDFView PDFContact IIS
Russell Investments NZ Shares FundView PDFClick hereClick hereView PDFView PDFContact IIS
Russell Investments Global Shares FundView PDFClick hereClick hereView PDFView PDFContact IIS
Russell Investments Hedged Global Shares FundView PDFClick hereClick hereView PDFView PDFContact IIS
Russell Investments Sustainable Global Shares FundView PDFClick hereComing in 2022!Coming in 2022!Coming in 2022!Contact IIS
Russell Investments Hedged Sustainable Global Shares FundView PDFClick hereComing in 2022!Coming in 2022!Coming in 2022!Contact IIS
Te Ahumairangi Global Equity FundView PDFClick hereClick hereComing in 2022!Coming in 2022!Contact IIS
Vault International Bitcoin FundView PDFClick hereClick hereComing in 2022!Coming in 2022!Contact IIS
UBT Invest NZ Retail FundView PDFClick hereContact IISView PDFView PDFContact IIS
Squirrel Monthly Income FundView PDFClick hereClick hereComing in 2022!Coming in 2022!Contact IIS
Hyperion Global Growth Companies PIE FundView PDF
Coming in 2022!Coming in 2022!Coming in 2022!Coming in 2022!Contact IIS
Russell Investments Global Listed Infrastructure FundView PDFComing in 2022!Coming in 2022!Coming in 2022!Coming in 2022!Contact IIS