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

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.

Find out more

Register to receive an information pack.
Download a copy of the Investment Statement
Apply online
FAQ

For further information Contact Us

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.