Putting your hard earned money to work.
Garrison Bridge is a specialist superannuation scheme, registered in both Australia and New Zealand, for Australian and New Zealand residents. It is designed to help you save for your retirement and pays you a benefit when you do retire or as part of a transition to retirement.
Garrison Bridge offers passive managed investment funds.
Garrison Bridge is a Qualifying Recognised Overseas Pension Scheme (QROPS) which means you can transfer United Kingdom pension monies.
Garrison Bridge is also a Foreign investment zero-rate Portfolio Investment Entity (PIE) which means if you are a non-New Zealand resident or a transitional resident, you'll be able to elect to have a 0% Prescribed Investor Rate.
What will your money be invested in?
Garrison Bridge offers you a range of investment funds - two in New Zealand Dollars, two in Australian Dollars and three in Pound Sterling - (each a Fund) to choose from.
Garrison Bridge uses six leading investment managers to manage your money:
- BlackRock – the world’s largest investment manager with USD $9 trillion in assets under management.
- Vanguard – with over USD $8 trillion in assets under management, Vanguard is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs).
- Simplicity NZ– a leading investment manager in New Zealand with over NZD $6 billion in assets under management.
- Harbour - with over 200 years of collective industry experience, Harbour Asset Management are a proven fund manager with over $2 billion under management.
- Smartshares - the pioneer of Exchange Traded Funds (ETFs) in New Zealand, launching the first ETF in 1996. Smartshares is New Zealand’s only issuer of ETFs listed on the NZX Main Board, with over NZD $10 billion of funds under management.
- Mercer - is part of Marsh & McLennan Companies, Inc (MMC), a Fortune 250 company. The Mercer network gives investors access to global investment capability with people in 40 countries and over 10,000 investment strategies. Mercer manages approximately NZD $420 billion.
Garrison Bridge investment funds
For more information on each of the Funds, including the underlying asset allocation, see the individual fund information pages.
NZD Conservative Fund
The NZD Conservative Fund is a New Zealand Dollar denominated fund employing an active asset allocation strategy and a passive investment management strategy invested 70% in income assets (New Zealand and international fixed interest), with 30% exposure to growth assets (Australasian and international equities).
NZD Growth Fund
The NZD Growth Fund is a New Zealand Dollar denominated fund employing an active asset allocation strategy and a passive investment management strategy invested 16% in income assets (New Zealand and international fixed interest), with 84% exposure to growth assets (Australasian and international equities).
AUD Balanced Fund
The AUD Balanced Fund is an Australian Dollar denominated fund employing an active asset allocation strategy and a passive investment management strategy invested 40% in income assets (international fixed interest), with 60% exposure to growth assets (Australasian and international equities).
GBP Conservative Fund
The GBP Conservative Fund is a Great British Pound denominated fund employing an active asset allocation strategy and a passive investment management strategy invested 65% in income assets (international fixed interest and cash and cash equivalents), with 35% exposure to growth assets (international equities and listed property).
GBP Growth Fund
The GBP Growth Fund is a Great British Pound denominated fund employing an active asset allocation strategy and a passive investment management strategy invested 15% in income assets (international fixed interest), with 85% exposure to growth assets (listed property and international equities).
GBP Balanced Fund
The GBP Balanced Fund is a Great British Pound denominated fund employing an active asset allocation strategy and a passive investment management strategy invested 50% in income assets (cash and cash equivalents and international fixed interest), with 50% exposure to growth assets (listed property and international equities).
Financial Advisers
Call or email us to discuss how Garrison Bridge could work for your clients.