Institutional - Pre-Tax Returns

For Trustees / Directors of institutional investors who require pre-tax returns (e.g. Charitable Trusts)

We recognise that some Trustees or Boards may require access to investment products that provide gross (or, before-tax returns). With this in focus Tyndall has established a range of unit trusts which enjoy PIE (Portfolio Investment Entity) status.

In order to avail of the clear benefits offered to certain types of investors Tyndall has established the following PIE funds:

NZ / Australian Equities
  • Tyndall Core Domestic Equity Fund
  • Tyndall Wholesale Aggressive Australasian Equity Fund
  • Tyndall Small Companies Fund
  • Tyndall Wholesale SRI Equity Fund
Global Equities
  • Tyndall Wholesale Global Equity Fund – Hedged
  • Tyndall Wholesale Global Equity Fund – Unhedged
  • Tyndall Wholesale Multi Manager Global Equity Fund – Hedged
  • Tyndall Wholesale Multi Manager Global Equity Fund – Unhedged
Fixed Interest & Cash
  • Tyndall NZ Fixed Interest Fund
  • Tyndall NZ Cash Fund
  • Tyndall Corporate Bond Fund
  • Tyndall Income Fund
  • Tyndall Global Fixed Interest Fund
Diversified / Multi-sector
  • Tyndall Balanced Fund
  • Tyndall Wholesale SRI Balanced Fund
Property and Alternatives
  • Tyndall Wholesale Property Securities Fund
  • Tyndall Option Fund
  • Tyndall Wholesale Alternative Investment Fund

Note: Per Awards announced by FundSource, the investment strategy and research company. This Award should not be read as a recommendation by FundSource. For further advice on the relevance of this award to your personal situation consult your authorised financial adviser, or visit www.fundsource.co.nz.