Integral Master Trust

The Integral Master Trust has five investment options which allow people to invest in the markets whatever their saving/investment needs and goals are.

If you are a member of the Integral Master Trust, you can check your investment and portfolio details on the investor portal at any time. Feel free to call us on 0800 500 811 if you have any questions.

The Integral Master Trust is a really flexible investment option for you as:

  • It offers five different funds, so you can design a portfolio that is specific to your own needs, goals and appetite for risk.
  • Each fund pools investors' money to access a wider variety of assets and provide greater diversity than investors may be able to achieve on their own. The funds offer a choice of highly diversified unit trusts investing across a range of asset classes, or specific asset class funds that allow you to select an investment profile you are comfortable with.
  • You can switch your investment between the Integral Master Trust’s funds. This is something that long-term investors might do as they reach different life stages and have different goals for their savings.
  • You can invest your funds for as long or as short a time as your circumstances require.
  • We sort out and pay your tax from the funds, so you don’t need to have that administrative burden, and the personal tax rate for the Integral Master Trust is capped at 28%.
Person standing with arms outstretched at the top of Roy's Peak

The Integral Master Trust has five investment options which allow you to hold a diversified portfolio comprising a large number of NZ and global market securities.

These are managed at an underlying level by leading fund managers.

The latest fund update for each investment option is available
here.

The five Integral Master Trust funds

Defensive Fund

To aim to preserve capital through investing in cash and fixed interest investments.

Diversified 40 Fund

To aim to generate consistent returns utilising a diversified portfolio with a slight bias towards defensive assets.

Diversified 60 Fund

To aim to generate long-term capital growth utilising a diversified portfolio with a slight bias towards growth assets.

Global Equities Fund

To aim to achieve long-term capital growth through a structured exposure to listed global shares.

Focused Growth Fund

To aim to achieve long-term capital growth through a consistent exposure to the global shares asset class, with a concentrated exposure to high growth companies.

Product Disclosure Statement

Key information about the Integral Master Trust

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