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PG

PG Investments

Fund Manager based in Auckland, New Zealand

Key Facts

Provider type
Fund Manager
Headquarters
Auckland, New Zealand
Funds listed
14

Last reviewed: 19 May 2026

0
Open Opportunities

About PG Investments

PG Investments (Perpetual Guardian Investments) provides a transparent and scalable platform equipping advisers with forward-thinking investment solutions. Their range spans from diversified core funds to customised single-asset strategies, including specialist funds, core funds, and multi-asset portfolios. The PG Funds Scheme is a wholesale offer available to qualifying wholesale investors under the Financial Markets Conduct Act 2013.

Location

Auckland, New Zealand

NZBN

9429051582975

Primary source: Companies Office

Funds Managed (14)

PH

PG High Conviction Fund

Concentrated equity portfolio focused on high conviction investment opportunities with active stock selection.

EvergreenWholesale Only
PI

PG Income Opportunities Fund

Higher income focus fund targeting regular distributions through income-generating investments.

EvergreenWholesale Only
PP

PG Property and Infrastructure Fund

Core fund investing in listed property and infrastructure assets globally.

EvergreenWholesale Only
PA

PG Australian Equity Fund

Core Australian equity fund providing exposure to ASX-listed companies.

EvergreenWholesale Only
PI

PG International Equity Fund

Core international equity fund providing diversified global equity exposure.

EvergreenWholesale Only
PC

PG Conservative Fund

Multi-asset fund with a conservative allocation targeting capital preservation with modest growth.

EvergreenWholesale Only
PB

PG Balanced Fund

Multi-asset fund with balanced allocation between growth and income assets.

EvergreenWholesale Only
PG

PG Growth Fund

Multi-asset fund with growth-oriented allocation focused on capital appreciation.

EvergreenWholesale Only
PP

PG Philanthropy Fund

Multi-asset fund designed for charitable and philanthropic investors.

EvergreenWholesale Only
PN

PG New Zealand Bond Fund

Core New Zealand fixed income fund investing in NZ government and corporate bonds.

EvergreenWholesale Only
PS

PG Strategic Growth Fund

International exposure fund focused on strategic growth opportunities across global markets.

EvergreenWholesale Only
PG

PG Global Alternatives Fund

Absolute return strategy fund providing diversified exposure to alternative investment strategies.

EvergreenWholesale Only
PI

PG International Bond Fund

Core international fixed income fund investing in global government and corporate bonds.

EvergreenWholesale Only
PN

PG New Zealand Equity Fund

Core New Zealand equity fund providing exposure to NZX-listed companies.

EvergreenWholesale Only

Open Funds & Active Offers(14)

PG High Conviction Fund

Always Open

Concentrated equity portfolio focused on high conviction investment opportunities with active stock selection.

Evergreen FundWholesale Only

PG Income Opportunities Fund

Always Open

Higher income focus fund targeting regular distributions through income-generating investments.

Evergreen FundWholesale Only

PG Property and Infrastructure Fund

Always Open

Core fund investing in listed property and infrastructure assets globally.

Evergreen FundWholesale Only

PG Australian Equity Fund

Always Open

Core Australian equity fund providing exposure to ASX-listed companies.

Evergreen FundWholesale Only

PG International Equity Fund

Always Open

Core international equity fund providing diversified global equity exposure.

Evergreen FundWholesale Only

PG Conservative Fund

Always Open

Multi-asset fund with a conservative allocation targeting capital preservation with modest growth.

Evergreen FundWholesale Only

PG Balanced Fund

Always Open

Multi-asset fund with balanced allocation between growth and income assets.

Evergreen FundWholesale Only

PG Growth Fund

Always Open

Multi-asset fund with growth-oriented allocation focused on capital appreciation.

Evergreen FundWholesale Only

PG Philanthropy Fund

Always Open

Multi-asset fund designed for charitable and philanthropic investors.

Evergreen FundWholesale Only

PG New Zealand Bond Fund

Always Open

Core New Zealand fixed income fund investing in NZ government and corporate bonds.

Evergreen FundWholesale Only

PG Strategic Growth Fund

Always Open

International exposure fund focused on strategic growth opportunities across global markets.

Evergreen FundWholesale Only

PG Global Alternatives Fund

Always Open

Absolute return strategy fund providing diversified exposure to alternative investment strategies.

Evergreen FundWholesale Only

PG International Bond Fund

Always Open

Core international fixed income fund investing in global government and corporate bonds.

Evergreen FundWholesale Only

PG New Zealand Equity Fund

Always Open

Core New Zealand equity fund providing exposure to NZX-listed companies.

Evergreen FundWholesale Only

Get Started

Quick Info

Provider TypeFund Manager
Funds14

Frequently Asked Questions

What is PG Investments?

PG Investments (Perpetual Guardian Investments) provides a transparent and scalable platform equipping advisers with forward-thinking investment solutions. Their range spans from diversified core funds to customised single-asset strategies, including specialist funds, core funds, and multi-asset portfolios. The PG Funds Scheme is a wholesale offer available to qualifying wholesale investors under the Financial Markets Conduct Act 2013.

Where is PG Investments based?

PG Investments is based in Auckland, New Zealand. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).

Is PG Investments registered with the FMA?

PG Investments is holds NZBN 9429051582975. FSPR registration is a legal requirement for entities providing financial services in New Zealand and does not itself constitute an endorsement. Verify current standing at the FSP register before investing.

What funds does PG Investments manage?

PG Investments currently lists 14 funds on Wholesale Investor NZ, of which 14 are evergreen (permanently open for subscription rather than time-bounded vintages).

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Information only — not financial advice. Wholesale Investor NZ is an independent directory and is not affiliated with PG Investments. Any paid or partner arrangement is clearly labelled; this listing is not marked as a partner. Verify all details with the manager and read the offer documents before investing.