Overview
The PG Philanthropy Fund is a multi-asset, diversified fund managed by PG Funds Limited and designed specifically for charitable and philanthropic investors. Structured as a trust and supervised by The New Zealand Guardian Trust Company Limited, it operates on an evergreen, open-ended basis. The fund is available to wholesale investors only and is not eligible for the AIP scheme.
Fund Overview
Multi-asset fund designed for charitable and philanthropic investors.
Asset Class
Multi-Asset & Diversified
Structure
Unit Trust
Open for Subscription
Evergreen FundWholesale OnlyThis is an evergreen fund — open to qualifying wholesale investors year-round. Subscription details, minimum investment, and redemption terms are set out in the fund's Information Memorandum.
Fund Documents
Product Disclosure Statement
As at 1 Mar 2026
Statement of Investment Policy & Objectives
As at 1 Mar 2026
Documents are published by the issuer. Review the current version in full and seek independent advice before investing.
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Quick Info
This information is for wholesale investors only and does not constitute financial advice. All investments carry risk. Please seek professional advice before making investment decisions.
Frequently Asked Questions
What is PG Philanthropy Fund?
Multi-asset fund designed for charitable and philanthropic investors.
Who manages PG Philanthropy Fund?
PG Philanthropy Fund is managed by PG Investments (NZBN 9429051582975) based in Auckland, New Zealand. Manager registration on the Financial Service Providers Register is a legal requirement under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 and does not itself constitute an endorsement.
What asset class is PG Philanthropy Fund?
PG Philanthropy Fund is classified as Multi-Asset & Diversified on Wholesale Investor NZ. Asset-class classification reflects the fund's stated investment focus per its Information Memorandum and is provided for navigation purposes only — review the IM for the full strategy and risk profile.
Is PG Philanthropy Fund evergreen or a closed-end fund?
PG Philanthropy Fund is an evergreen fund — it is permanently open for subscription rather than running on fixed vintages. New investors can typically apply at any time subject to capacity, manager discretion, and the fund's stated subscription windows. Redemption terms are set in the Information Memorandum and vary by fund.
Is PG Philanthropy Fund wholesale-only?
Yes — PG Philanthropy Fund is offered on a wholesale-only basis under Schedule 1 of the Financial Markets Conduct Act 2013. Subscription requires self-certification under one of the seven Schedule 1 pathways (typically the NZ$5M net-assets "large person" pathway or an accountant- or lawyer-signed eligible-investor certificate per Clauses 38-40). Wholesale-only funds do not publish a retail Product Disclosure Statement and do not appear on the Disclose Register.
Where can I read the IM or PDS for PG Philanthropy Fund?
PG Philanthropy Fund has a public Product Disclosure Statement (PDS), Statement of Investment Policy and Objectives (SIPO) linked from its Wholesale Investor NZ profile page. Documents are sourced from the manager's own published disclosures. Some wholesale funds gate full disclosure behind a wholesale-investor self-certification — review the document index on the fund page and contact the manager if a specific document is not surfaced.