Funds Management

Access a range of diversified investments through one of our Defined Portfolios

Craigs Investment Partners Defined Portfolios (PIEs) offer a convenient way to invest in professionally managed diversified portfolios.

The portfolios, managed by Craigs Investment Partners Investment Management, are constructed based on our extensive in-house research, and provide a range of portfolios across a range of risk profiles.

Craigs Investment Partners, via the fully owned subsidiary Craigs Investment Partners Investment Management Limited, currently offers six diversified portfolios, as well as a Fixed Interest portfolio and Equity portfolio. These have been designed primarily to provide access to a balanced portfolio of funds, managed by Craigs Investment Partners, with the backing of our research resources and in line with our key investment philosophies of quality, income growth and low turnover. The Portfolios are pooled unit trusts and are registered as Portfolio Investment Entities (PIEs). 

The current unit prices are:

Funds	Unit Price	Factsheet
Fixed Interest Fund	NZ$1.0314
Conservative Fund	NZ$1.1086
Balanced Fund	NZ$1.0605
Growth Fund	NZ$1.0647
Balanced SRI Fund	NZ$1.0975
Equity Fund	NZ$1.0495

Prices as at 10 March 2010

Our range of four 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.

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