Portfolio Disclosures
We publish details of the Fund's listed equity holdings,
direct investments and external investment mandates on a
six-monthly basis.
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Publications
We are committed to being as transparent as we can about how we invest the Fund, its performance, and our decision-making processes. Here you will find links to key organisational publications.
We also make available a wide range of documents provided by us to Government Select Committees, submissions made by us to legislative and regulatory bodies, information disclosed as part of wider state sector transparency requirements in New Zealand, and other reports and papers by Guardians staff. Media statements, speeches and presentations are available in our News & Media section.
Annual Reports
Our Annual Reports describe how the Fund has performed relative to its benchmarks and breakdown how our active investments have added value over the year. They also cover our governance, risk management and operational processes.
Disclosures
This section contains a range of proactive and required disclosures.
Papers Reports Reviews
A library of the Guardians’ papers, reviews, articles and other published reports.
Policies
Here you’ll find all our policy documents, including the Statement of Investment Policies, Standards and Procedures (SIPSP). The SIPSP establishes the framework for governance and investment. Sitting beneath the SIPSP is our Responsible Investment Framework, and a suite of policies relating to the investment and operation of the Fund.
Statement of Intent
Our Statement of Intent (SOI) and Statement of Performance Expectations (SPE) provide an overview of the Guardians and its Funds. They provide information on our short (SPE) and medium-term (SOI) strategic objectives and how we will achieve those objectives.