Funds Management

Our eight Defined Portfolios (“Funds”) have been designed to deliver the best possible return for the relevant risk profile, and range from lower-risk investments portfolios heavily weighted towards income assets to more growth-orientated portfolios that invest in a higher proportion of growth focused securities. The Funds are constructed based on our extensive in-house research, in line with our key investment philosophy of quality, income growth and low turnover.

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

Unit Prices and Fund Fact sheets

Funds	Unit Price	Factsheet
Fixed Interest Fund	NZ$1.1732
Conservative Fund	NZ$1.2238
Balanced Fund	NZ$1.1508
Growth Fund	NZ$1.1345
Balanced SRI Fund	NZ$1.1592
Equity Fund	NZ$1.0898
New Zealand Equity Fund	NZ$1.1168
Australian Equity Fund	NZ$1.0055
Prices as at 16 May 2012

Fund Options

There are eight Defined Portfolio ("Funds"). These provide easy access to a diversified range of risk based Investment Options. For more information about the eight Defined Portfolios, read our Defined Portfolios page.

How can I invest?

Access to the Defined Portfolios can be gained through our START® range of Investment Options. Find out more

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.