Private Portfolio Service
Private Portfolio Service is a master trust administered by ING. It has been developed as both a series of unit trusts and a superannuation fund, representing a broad range of asset classes.
Private Portfolio Service provides investors with the opportunity to diversify their portfolio, without the need to rebalance different investments across a number of fund managers and products.
As well as offering a variety of investment options, the consolidated reporting system used for Private Portfolio Service means investors receive a single report detailing one unit price for each investment fund. The result is a substantial reduction in the volume of paperwork for investors to manage.
There are 14 funds in Private Portfolio Service to choose from. Each fund is available as a unit trust or as a superannuation fund, excluding the PPS Cash fund which is only available as a part of the Superannuation Fund.
PPS New Zealand Fixed Interest Fund
The objective is to generate competitive returns for investors by investing primarily in a range of New Zealand fixed interest assets. The fund may also include exposure to international companies who have issued debt securities in New Zealand and international fixed interest securities (fully hedged back to the New Zealand dollar).
PPS Trans-Tasman Select Equities Fund
The objective is to provide medium to long term returns primarily from exposure to companies listed or intending to list on the New Zealand and/or Australian stock exchanges. The fund may utilise short selling investment strategies.
PPS Balanced Fund
The objective is to generate capital growth through investing in a variety of assets, including shares, fixed interest securities, listed property trusts and other assets.
PPS Aggressive Balanced Fund
The objective is to generate capital growth through investing in a variety of assets, including shares, fixed interest securities, listed property trusts and other assets. This fund will suit multi-sector fund investors who are willing to accept a higher level of market volatility.
PPS International Fixed Interest Fund
The objective is to generate competitive returns by investing primarily in an internationally diversified portfolio of fixed interest investments, including corporate and government debt securities.
PPS Australian Equities Fund
The objective is to generate capital growth by investing primarily in a broad selection of companies listed on the Australian Stock Exchange.
PPS European Equities Fund
The objective is to generate capital growth through investment primarily in the shares of companies listed on European sharemarkets.
PPS International Equities Fund
The objective is to generate capital growth by investing primarily in selected companies from the world's major sharemarkets (including the United States, Europe and Asia).
PPS Asian Equities Fund
The objective is to generate capital growth by investing primarily in securities issued by companies listed on Asian sharemarkets (excluding Japan), or companies deriving a significant portion of their revenues or profits in Asia-Pacific countries or holding a significant portion of their assets there.
PPS Property Fund
The objective is to generate capital growth primarily from exposure to a range of New Zealand and international property companies and trusts.
PPS Global Opportunities Fund
The objective is to generate capital growth by investing primarily in cash and securities issued by listed and unlisted entities in New Zealand and overseas, including vehicles that may employ strategies seeking to increase or hedge returns utilising derivatives, leverage, short selling and other financial contracts.
PPS Platinum International Fund
The objective is to generate capital growth over the long term (five or more years) through searching out and investing primarily in listed or unlisted investments around the world.
PPS Cash Fund
The objective is to provide a competitive return by investing in deposits with a New Zealand registered bank or banks. This fund is only available as part of the Superannuation Fund.
Features of Private Portfolio Service - A wide range of investment funds to choose from to meet your individual requirements
- The expertise of selected fund managers chosen for their proven ability to manage investments effectively
- Funds selected by an independent committee, in conjunction with one of the world’s leading investment research companies, Mercer Investment Consulting.
- Efficient and convenient administration to monitor the performance of your investment portfolio
- Choice of unit trusts or a superannuation fund
- An exclusive investment vehicle offered only through selected financial planners in New Zealand.
How to invest
NB: Applications for investment in products offered on this website will only be accepted from people physically present in New Zealand. The fund information on this website is a summary only and does not take into account the investment objectives, financial situation or needs of any particular investor. These matters should be considered with or without a financial adviser when deciding whether an investment is appropriate. This advertisement is for information purposes only and must be read in conjunction with the Investment Statement. Please read the Investment Statement carefully before deciding to invest. Past performance is not indicative of future performance.
ING (NZ) Limited (“INGNZ”): Manager of the Private Portfolio Service Unit Trusts (the “PPS Unit Trusts”) or Sponsor of Private Portfolio Service Superannuation Fund (“PPS Super”). The New Zealand Guardian Trust Company Limited: Trustee.
No entity* guarantees (either partially or fully) The New Zealand Guardian Trust Company Limited or ING (NZ) Limited or the capital value or performance of any products issued or managed by them, including the PPS Unit Trusts and PPS Super. Units in the PPS Unit Trusts and PPS Super do not represent deposits or liabilities of ANZ National Bank Limited.
*Please note, this includes ING (NZ) Limited, ING (NZ) Holdings Limited, ANZ National Bank Limited, Australia and New Zealand Banking Group Limited, The New Zealand Guardian Trust Company Limited, any member of their respective groups of companies and any other person.
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- Last updated 20/05/2010
