Artesian Green and Sustainable Bond Fund (NZD)
Managed by Artesian PIE tax treatment — capped at your PIR (max 28%)
This fund is a Portfolio Investment Entity (PIE) under Subpart HM of the Income Tax Act 2007. Income is taxed at your Prescribed Investor Rate (10.5% / 17.5% / 28%), not your marginal income-tax rate. The fund manager calculates and pays the tax on your behalf — when your PIR is correct, you usually don't need to declare PIE income in your annual tax return. See our PIR guide and PIE tax basics for the full picture, or use the PIR calculator to confirm your rate.
Annual fund charge
—
Risk indicator
3/7
1 = lower risk · 7 = higher risk
5-year return p.a.
Less than 5 years of data
Fund size
NZ$0
0% growth · 1% income
The strategy for the Fund is to invest in a diversified portfolio of Australian and international Green, Social and Sustainable Bonds that have been screened in accordance with Artesian’s screening processes. The Fund obtains this exposure through investment in the Artesian Green and Sustainable Bond Fund (AUD) managed by Artesian Corporate Bond Pty Ltd.
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- Artesian Funds Scheme Product Disclosure Statement 8 April 2026.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 207.62 KB
- Artesian Funds Scheme Other Material Information 8 April 2026.pdf This document contains important information that is not otherwise contained on the register. It is designed to be read in conjunction
- Artesian Funds Scheme Statement of Investment Policy and Objectives 2 April 2026.pdf Statement of investment policy and objectives PDF, 153.92 KB
About this category
Funds investing in fixed-income securities issued outside New Zealand, typically with currency hedging back to NZD.
About Artesian
Australian credit specialist with NZD-denominated sustainable bond strategies offered as PIE funds.
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Peer funds
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Frequently asked questions
Mechanical Q&A grounded in the fund's PDS, SIPO, and latest QFU on the FMA Disclose register. Verify against the source before relying on any of this.
Who manages the Artesian Green and Sustainable Bond Fund (NZD)?
Artesian Green and Sustainable Bond Fund (NZD) is managed by Artesian. Australian credit specialist with NZD-denominated sustainable bond strategies offered as PIE funds.
What asset class is the Artesian Green and Sustainable Bond Fund (NZD)?
It is a international fi managed fund. The fund has a conservative risk profile. Funds investing in fixed-income securities issued outside New Zealand, typically with currency hedging back to NZD.
What are the fees for the Artesian Green and Sustainable Bond Fund (NZD)?
The current annual fund charge is published in the fund's latest Quarterly Fund Update on the FMA Disclose register: https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Artesian%20Green%20and%20Sustainable%20Bond%20Fund%20(NZD). Always check the current Product Disclosure Statement (PDS) for any additional fees.
What is the risk indicator for the Artesian Green and Sustainable Bond Fund (NZD)?
The risk indicator is 3/7 on the standardised FMA-mandated scale, where 1 is lower risk and 7 is higher risk. The risk indicator is calculated from the fund's price volatility over the past five years and is published in every Quarterly Fund Update.
Is the Artesian Green and Sustainable Bond Fund (NZD) a PIE fund?
Yes. The Artesian Green and Sustainable Bond Fund (NZD) is structured as a New Zealand Portfolio Investment Entity (PIE). Investor tax on the fund's income is capped at the investor's Prescribed Investor Rate (PIR), which has a maximum of 28%. Most NZ-resident retail investors with a taxable income at or below NZ$48,000 qualify for a lower PIR.
How big is the Artesian Green and Sustainable Bond Fund (NZD)?
Fund size (assets under management) is NZ$0 as at the latest Quarterly Fund Update. Asset mix is approximately 0% growth assets and 1% income assets.
Does the Artesian Green and Sustainable Bond Fund (NZD) apply responsible-investment screens?
Yes. The Artesian Green and Sustainable Bond Fund (NZD) applies responsible-investment or ESG screening criteria — exclusions and engagement policies are documented in the fund's Statement of Investment Policy and Objectives (SIPO). Check the SIPO for the specific screening framework used.
How can I invest in the Artesian Green and Sustainable Bond Fund (NZD)?
The Artesian Green and Sustainable Bond Fund (NZD) is available via InvestNow, Artesian directly. Always read the current Product Disclosure Statement before investing.