The Public Trust Investment Service
Everyone has different investment goals.
The Public Trust Investment Service offers a fresh approach to investing.
Our investment service has three portfolio service levels. This table provides a quick snapshot of each...
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multi-funds service
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The multi-funds service is for investors with between $5,000 and $200,000 to invest. It provides access to a range of model portfolios consisting of the Public Trust Investment Service Funds that offer a mix of the main asset classes - shares, property, bonds and cash, including both local and international investments. » Download the multi-funds service flyer (PDF)
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premium service
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The premium service is available to investors with $200,000 or more to invest, or who want a broader investment exposure. You gain access to one of our model portfolios which may include Public Trust Investment Service Funds and specialist externally managed funds. » Download the premium service flyer (PDF)
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tailored service
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Our tailored service is recommended for larger investments, particularly if you want to incorporate other assets you already own into your portfolio. You gain access to a range of quality investments and the knowledge and experience of our in-house team and investment specialists around the world. This primarily includes direct investments as well as Public Trust Investment Service Funds and specialist externally managed funds. Our advice can also take into account your own investment preferences such as ethical investment. We'll research and recommend options to suit your specific needs and preferences. » Download the tailored service flyer (PDF)
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For more information about the three service levels, including the current fees and charges...
- read the service level flyers; or
- visit any Public Trust Customer Centre; or
- get in touch with us.
With the Public Trust Investment Service you get...
- advice from our trained advisers and specialist team
- a personalised investment plan based on your needs
- a wide range of investment options that are professionally managed
- management services to help you reach your investment goals
- access to exclusive funds, other specialist externally managed funds and direct investments (depending on your service level)
- the flexibility to change options to suit different stages in your life
- regular reports that show you clearly how your portfolio is performing
- streamlined reporting and tax statements to make life easier.