Portfolio Management Service for Portfolios
 under $100,000 and/or Savings Program with
no initial lump sum and/or lump sums under $100,000

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This service is designed for those clients who have less than $100,000 to invest initially and/or wish to make a reasonable savings commitment of at least $1,000 per month over the longer term say five years minimum.

Non discretionary master trusts , with six monthly reporting.  These are currently offered through the Private Portfolio Master Fund, administered by OePath (NZ) Ltd.   This service is suitable for investors who wish to take a passive rather than an active role with their investment strategy decisions and have no need for portfolios to be tailor-made for them.  The various investment strategies within the range, have been especially designed to meet the long term investment objectives for investors with differing Investment Risk Profiles.  This service is particularly suitable for clients who have either a regular savings program or need to regularly draw funds from their portfolio. 

Using a non discretionary master fund appropriate for the clients risk profile, provides access to a number of underlying fund managers in a very efficient, almost seamless manner.  Non discretionary means that there is no choice by either the client or adviser as to the actual funds used by the master fund itself. 

Reports are provided six monthly, and certificates are provided when additional savings are confirmed.   Investments are not locked in, and can typically be accessed when needed within one week. 

The underlying Fund Managers are regularly reviewed by the PPS Investment committee and  Mercer research.  Changes are made to the fund managers, from time to time, by the PPS Investment Committee depending on the review of performance, directions and objectives of the underlying fund managers.

For more information on Private Portfolio Service Master Fund and the current underlying fund managers please click here.