Investment funds / non-KiwiSaver / Shares / Global
The Te Ahumairangi Global Equity Fund is an actively managed fund dedicated to investing in global equity markets. The Manager manages the Fund with a particular focus on building a portfolio that should perform relatively well compared to other equity funds if equity markets are weak.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.