Your Funds and the Public Trustee:
We offer flexible funds management for commercial, community and charitable organisations.
As your agent, Public Trustee NSW holds your funds in its Common Fund with the choice of the fixed interest Primary Portfolio and/or the unitised Growth Portfolio.
The Common Fund Primary Portfolio
The Primary Portfolio invests in a variety of fixed interest investments. The monies held in the Primary Portfolio are “at call” and are capital guaranteed. The current interest rate is 7.2% per annum.
The Common Fund Growth Portfolio
The Growth Portfolio’s aim is to provide both capital and income growth. With a low management fee structure there are minimal entry requirements and simple terms and conditions for corporate clients with $500,000 or more to invest. The price of the units fluctuates with the net market value of the shares in which the funds are invested and there is no capital guarantee.
The Growth Portfolio invests in the top 200 listed Australian companies and is benchmarked to the Standard and Poor’s/Australian Stock Exchange 200 Accumulation Index (S&P/ASX 200).
What makes the Public Trustee a good choice?
- The Public Trustee looks after funds as your agent, under an agency agreement in an established Common Fund
- High level expertise and experience in excess of $1.25 billion under management
- Over 90 years experience in financial and asset management
- Competitive management fees
- The Public Trustee provides flexible funds management – funds are readily accessible
- and can be invested long or short term
Your Funds and the Public Trustee Brochure
For further information please contact John Hong at Public Trustee NSW on 1300 553 731 or corporateservices@pt.nsw.gov.au