PG Investments
Fund Manager based in Auckland, New Zealand
Key Facts
- Provider type
- Fund Manager
- Headquarters
- Auckland, New Zealand
- Funds listed
- 14
- Website
- pginvestments.nz
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
Funds Managed (14)
PG High Conviction Fund
Concentrated equity portfolio focused on high conviction investment opportunities with active stock selection.
PG Income Opportunities Fund
Higher income focus fund targeting regular distributions through income-generating investments.
PG Strategic Growth Fund
International exposure fund focused on strategic growth opportunities across global markets.
PG Global Alternatives Fund
Absolute return strategy fund providing diversified exposure to alternative investment strategies.
PG New Zealand Bond Fund
Core New Zealand fixed income fund investing in NZ government and corporate bonds.
PG New Zealand Equity Fund
Core New Zealand equity fund providing exposure to NZX-listed companies.
PG Australian Equity Fund
Core Australian equity fund providing exposure to ASX-listed companies.
PG International Equity Fund
Core international equity fund providing diversified global equity exposure.
PG International Bond Fund
Core international fixed income fund investing in global government and corporate bonds.
PG Property and Infrastructure Fund
Core fund investing in listed property and infrastructure assets globally.
PG Conservative Fund
Multi-asset fund with a conservative allocation targeting capital preservation with modest growth.
PG Balanced Fund
Multi-asset fund with balanced allocation between growth and income assets.
PG Growth Fund
Multi-asset fund with growth-oriented allocation focused on capital appreciation.
PG Philanthropy Fund
Multi-asset fund designed for charitable and philanthropic investors.
Investment Opportunities
No Current Opportunities
PG Investments doesn't have any active investment opportunities at the moment. Check back later or contact them directly.
Visit WebsiteFrequently Asked Questions
How do I verify a provider is legitimate and trustworthy?
Conduct thorough due diligence before investing with any provider: (1) Check FMA Register - Verify the provider is licensed or registered with the Financial Markets Authority (www.fma.govt.nz/compliance/entities), (2) Review track record - Research past fund performance, years in operation, total funds under management, (3) Check key personnel - Research investment team backgrounds, LinkedIn profiles, previous roles and experience, (4) Request references - Ask to speak with existing investors or portfolio companies, (5) Review documentation - Read Information Memoranda, trust deeds, audited financial statements thoroughly, (6) Understand fee structures - Ensure fees are clear, reasonable, and aligned with industry norms, (7) Check for red flags - Promises of guaranteed returns, pressure to invest quickly, unlicensed operators, lack of transparency. All providers on Wholesale Investor NZ are pre-screened for legitimacy, but always conduct your own due diligence.
What questions should I ask a fund manager before investing?
Ask fund managers these critical questions: Investment Strategy - What is your investment thesis? How do you source deals? What's your competitive advantage? Track Record - What returns have you achieved historically (gross and net)? What percentage of investments succeeded vs failed? Can I speak with investors in prior funds? Team - Who makes investment decisions? What's their background? Have there been recent departures? How is the team compensated? Risk Management - What was your worst investment and what did you learn? How do you handle conflicts of interest? What's your downside protection? Fees - Explain management fees, performance fees, and all other costs? What's the hurdle rate? Process - What's the investment committee process? How often do you report? What voting rights do I have? Exit - What's the expected timeline to liquidity? Have you returned capital to investors before? Get answers in writing and verify claims independently.
What is the difference between a fund manager and a platform?
Fund Managers directly manage pooled investment capital, making investment decisions, conducting due diligence, managing portfolio companies/assets, charging management and performance fees, and carrying fiduciary duty to investors. Examples include private equity firms, credit fund managers, property developers. Platforms provide infrastructure for accessing multiple investment opportunities, do not make direct investment decisions (investors choose from offerings), may conduct initial due diligence on providers, charge platform fees or take commissions from providers, and offer comparison and research tools. Examples include investment platforms, crowdfunding sites, syndication platforms. Some hybrid models exist - platforms with house funds. When investing via platforms, you still need to evaluate the underlying fund manager's capabilities, track record, and terms as if investing directly.