GreaterGood Funds had very positive returns for the year ended 30 June 2018 with net returns of approximately 8%. During this period there was growth of approximately 1.10%.

The Public Trustee and Guardian undertakes a review of its investment strategy every 5 years through its asset/markets consultant PricewaterhouseCooper (PwC).

In its most recent review, PwC recommended PTG adopt a revised strategy offering greater diversification, less volatility and better returns. The revised strategy was approved by the Public Trustee and Guardian Investment Board and implemented in June 2018.

Principal Finance Officer,
Callum Hughes