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Invest with the power of evidence
Evidential Investment Funds offers New Zealand investors a gateway to world leading evidence based investment managers, delivered in a Portfolio Investment Entity (PIE) for maximum tax convenience.
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APRIL 2024Read full article
Evidential global share fund blasts off in $420m flurry
The Evidential Sustainable Targeted Factor Fund launched a new fund with $420 million under management giving investors access to a unique strategy targeting international small and medium capitalisation companies, which has previously been unavailable within this tax structure.
The fund will allow investors to unite their financial ambitions with their sustainability goals, without sacrificing investment returns.
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Evidential Investment FundsBringing you access to international fund management expertise
Evidence based investingWe believe the most enduring and powerful investment ideas are supported by evidence. Evidential Investment Funds access evidence based investment solutions from world leading international fund managers. The strategies we choose target sources of higher expected return and are curated for efficient use by New Zealand investors.
PIE tax convenienceThe selected strategies are offered in New Zealand as Portfolio Investment Entities (PIEs). The PIE fund structure delivers improved tax efficiency for many, and greater tax convenience.
Cost effectiveEvidential Investment Funds focus on delivering evidence based investment solutions as cost-effectively as possible. This can result in lower foreign currency and trading costs than would otherwise be incurred when accessing the same strategies internationally.
Local customisationWe identify international strategies that may appeal to the New Zealand market and customise them for New Zealand investors. The strategies are managed with respect to diversification, currency and risk exposure, and include a sustainability overlay. -
Explore our investment fundsEvidential Sustainable
Global Bond FundA global bond fund that provides investors with exposure to international fixed income and money market securities.Learn moreEvidential Sustainable
Targeted Factor FundAn international equity fund that follows an evidence based investment philosophy to provide investors with diversified exposure to small and medium capitalisation companies.Learn more -
Why Evidential Investment Funds?
Evidential Investment Funds was created to deliver outstanding global investment strategies to New Zealand investors in a cost effective and tax efficient way.Some of the most compelling evidence based investment strategies are provided by managers outside of New Zealand, and are generally only available to New Zealand investors through foreign investment structures, such as Australian unit trusts and exchange traded funds (ETF). These structures are often not the most tax efficient for New Zealand investors, however, we can provide these strategies within a New Zealand issued PIE fund for maximum tax convenience.
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