Funds Management
Our Defined Portfolios offer a convenient way to invest in professionally managed diversified funds
Our range of Defined Portfolios have been designed to deliver the best possible return for the relevant risk profile, and range from lower-risk investments heavily weighted towards income assets to more growth-orientated portfolios that invest in a higher proportion of growth focused securities. The individual Funds are constructed based on our extensive in-house research, in line with our key investment philosophies of quality, income growth and low turnover. CIPIML currently offers eight diversified funds, across a range of risk profiles.
The current unit prices are:
| Funds |
Unit Price |
Factsheet |
| Fixed Interest Fund |
NZ$1.1512 |
 |
| Conservative Fund |
NZ$1.1975 |
 |
| Balanced Fund |
NZ$1.1125 |
 |
| Growth Fund |
NZ$1.0929 |
 |
| Balanced SRI Fund |
NZ$1.1060 |
 |
| Equity Fund |
NZ$1.0427 |
 |
| New Zealand Equity Fund |
NZ$1.0572 |
 |
| Australian Equity Fund |
NZ$0.9660 |
 |
| Prices as at 2 February 2012 |
| At a Glance |
- Diversification of investments
- Tax efficiency for specific investments
- Backed by Craigs Investment Partners Research Team
- Range of Defined Portfolios to suit individual risk profiles
- Access to your funds
- Ability to set-up regular contributions to grow your investments faster
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Our Defined Portfolios are pooled unit trusts and are registered as Portfolio Investment Entities (PIEs). The Defined Portfolios are managed by Craigs Investment Partners Investment Management Limited (CIPIML), a wholly owned subsidiary of Craigs Investment Partners.
Prospectus for the Craigs Investment Partners Investment Management Limited Defined Portfolios
The current prospectus for the Craigs Investment Partners Investment Management Limited Defined Portfolios was registered on: 9 September 2011. For a copy of the current prospectus please contact one of our Investment Advisers or phone 0800 272 442.
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