Investment reports
NSW Trustee and Guardian invests customer funds across a range of funds to spread risk and provide the opportunity for suitable short or long-term investment and security.
A fund investment performance report is provided for each fund.
If you require an accessible version of a report please contact us.
Fund investment reports
- Access Fund Report
- Financial Management Growth Fund Report
- Growth Portfolio Report
- Income Fund Report
- Primary Portfolio Report
Definitions
- Income
Earnings generated over time.