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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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DECEMBER 2024Read full article
Evidence-based strategies propel Consilium funds above $1 billion
Consilium has seen its two sustainable PIE funds reach a combined $1 billion in assets under management. This milestone shows New Zealanders' growing interest in tax efficient, research-backed sustainable investments.
The Evidential Sustainable Global Bond Fund (ESGBF) and the Evidential Sustainable Targeted Factor Fund (ESTFF) have taken off since their launches. ESGBF, which started in June 2022, now manages $455 million. The newer ESTFF, launched just eight months ago in April 2024, has already reached $549 million.
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Evidential Investment FundsBringing you access to international fund management expertise
Evidence based investingEvidential Investment Funds access evidence based investment strategies from world leading international fund managers. The strategies target sources of higher expected returns and are curated for efficient use by New Zealand investors.
PIE tax convenienceThe selected strategies are offered in New Zealand as PIE funds. For many investors, PIE funds deliver improved tax efficiency and greater tax convenience.
Cost effectiveEvidential Investment Funds focus on delivering evidence based investment strategies 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 issued 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 is designed to deliver outstanding global investment strategies to New Zealand investors in a cost effective and tax efficient way.
We believe the most enduring and powerful investment ideas are supported by evidence. 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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