The Public Trustee has stopped accepting money from investors under Section 29(1)(b) of the Public Trustee Act 1995. This investment service will be fully phased out by 30 June 2021.
The Public Trustee remains an investment service provider for:
- investing money forming part of an estate under the control of the Public Trustee
- Public Sector and Statutory Funds.
Our approach is to always manage assets prudently.
We offer different investment strategies that deliver performance and security, while keeping fees low.
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.
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.