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Morrison
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Infrastructure, Property and infrastructure

Morrison Listed Infrastructure – High Conviction PIE Fund (NZD Unhedged)

The Fund has exposure to an actively managed portfolio of 20-30 liquid infrastructure investments supported by long-term structural trends such as the energy transition, digitalisation, global mobility and resource efficiency which shape societal demand for investment in new and existing infrastructure.

Risk indicator
5 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
1% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
–

Buy/sell spread 0.20% / 0.20%.

About this fund

The Fund has exposure to an actively managed portfolio of 20-30 liquid infrastructure investments supported by long-term structural trends such as the energy transition, digitalisation, global mobility and resource efficiency which shape societal demand for investment in new and existing infrastructure. The strategy aims to maximise risk-adjusted returns supported by Morrison’s specialist infrastructure knowledge.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Morrison
Fund type
Managed fund (PIE)
Asset class
Infrastructure, Property and infrastructure
Management style
Active
Inception date
05/06/2026
Fund size
$60.27M
Distributions
Semi-annually
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available
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Fund performance

Returns are shown after fund fees and before tax. Periods longer than one year are annualised.

Growth of $10,000

A growth chart isn't available for this fund yet.

 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Morrison Listed Infrastructure – High Conviction PIE Fund (NZD Unhedged)
-1.77%
-6.21%
–
–
–
–
–

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
1% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.20% / 0.20%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Morrison logo
About the manager

Morrison

The Morrison Listed Infrastructure – High Conviction PIE Fund (NZD Unhedged) and Morrison Listed Infrastructure – High Conviction PIE Fund (NZD Hedged), managed by Morrison, are available on the InvestNow platform.

Learn more about Morrison and how you can access their expertise as an InvestNow customer, plus see their latest news and updates.

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Ready to invest in Morrison Listed Infrastructure – High Conviction PIE Fund (NZD Unhedged)?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.