How does it work?

For our on call account and term deposit savings, your money is invested in the Public Trust Common Fund.

Capital and interest in the Common Fund is guaranteed by the New Zealand Government.

See Public Trust's current long term issuer credit rating and exemption from the Reserve Bank of New Zealand Act 1989.

How does it work(continued)?

The Public Trust Investment Service takes a fresh approach to investing.

We've created a range of model portfolios using the Public Trust Investment Service Funds.

Also we offer a mix of specialist externally managed funds and direct investments for more sophisticated investors with larger portfolios.

How does it work(continued)?

Our investment service provides you with...

• 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.
  

How does it work(continued)?

With the Public Trust Investment Service you get...

• 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.