Introduction to Investments


Welcome to Fund Managers Otago Limited.

Fund Managers Otago Limited is a Fund Manager and does not offer investors investment advice.
For investment advice we recommend that you make contact with a qualified registered investment advisor.

We are proud to offer three group investment funds:

NZ Mortgage Income Trust - PIE Fund (first established in 1994)
NZ Mortgage Income Trust - No. 2 Fund (first established in 2007)
Capital Income Mortgage Trust (first established in 2003)

All three Funds are group investment funds managed by Fund Managers Otago Limited


John Farry  John G  David E   Don Forsyth  Nick Moore  Peter Hutchison

The Board Members of Fund Managers Otago Limited are:

From left to right: John Farry, John Gallaher, David Ehlers, Don Forsyth, Nick Moore, Peter Hutchison Managing Director

Ian Taylor

The Funds provide an investment opportunity backed by first ranking mortgage securities spread over a wide class of borrowers and properties. The NZ Mortgage Income Trust P.I.E. Fund, NZ Mortgage Income Trust No. 2 Fund and Capital Mortgage Income Trust are all group investment funds managed by Fund Managers Otago Ltd.

Ian Taylor
General Manager

 

Our Team
Annette Marshall


Annette Marshall
Office Manager
Ruth Schmelz
Senior Administration Officer
Ann Burton
Senior Lending Officer

FSCL Fund Managers Otago Ltd is a member of the Financial Services Complaints Ltd dispute resolution service
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