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Scheme Documents

This page contains a range of important documents relating to joining and investing with Whai Rawa. The current Whai Rawa Unit Trust Product Disclosure Statement is available below.

If you have any pātai/questions regarding any of the information provided please contact us.

Key Scheme Documents
Whai Rawa Trust Deed Whai Rawa Unit Trust Conflicts of Interest Statement Whai Rawa Unit Trust Composite Index Explanation
Joining Documents
Whai Rawa Unit Trust Product Disclosure Statement Whai Rawa Unit Trust Summary of Material Contracts Whai Rawa Unit Trust Other Material Information Whai Rawa Unit Trust Statement of Investment Policy and Objectives
Quarterly Fund Updates
Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 30 June 2024 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 30 June 2024 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 30 June 2024 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 31 March 2024 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 31 March 2024 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 31 March 2024 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 31 December 2023 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 31 December 2023 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 31 December 2023 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 30 September 2023 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 30 September 2023 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 30 September 2023 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 30 June 2023 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 30 June 2023 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 30 June 2023 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 31 March 2023 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 31 March 2023 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 31 March 2023 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 31 December 2022 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 31 December 2022 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 31 December 2022 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 30 September 2022 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 30 September 2022 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 30 September 2022 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 30 June 2022 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 30 June 2022 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 30 June 2022 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 31 March 2022 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 31 March 2022 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 31 March 2022 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 31 December 2021 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 31 December 2021 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 31 December 2021 Whai Rawa Unit Trust Tōtara-Conservative Quarterly Fund Update to 30 September 2021 Whai Rawa Unit Trust Mataī-Balanced Quarterly Fund Update to 30 September 2021 Whai Rawa Unit Trust Rātā-Growth Quarterly Fund Update to 30 September 2021 Whai Rawa Unit Trust Conservative Quarterly Fund Update Quarter Ending 30 June 2021 Whai Rawa Unit Trust Balanced Quarterly Fund Update Quarter Ending 30 June 2021 Whai Rawa Unit Trust Growth Quarterly Fund Update Quarter Ending 30 June 2021 Whai Rawa Unit Trust Conservative Quarterly Fund Update Quarter Ending 31 March 2021 Whai Rawa Unit Trust Balanced Quarterly Fund Update Quarter Ending 31 March 2021 Whai Rawa Unit Trust Growth Quarterly Fund Update Quarter Ending 31 March 2021 Whai Rawa Unit Trust Conservative Quarterly Fund Update Quarter ending 31 December 2020 Whai Rawa Unit Trust Balanced Quarterly Fund Update Quarter ending 31 December 2020 Whai Rawa Unit Trust Growth Quarterly Fund Update Quarter ending 31 December 2020 Whai Rawa Unit Trust Conservative Quarterly Fund Update Quarter ending 30 September 2020 Whai Rawa Unit Trust Balanced Quarterly Fund Update Quarter ending 30 September 2020 Whai Rawa Unit Trust Growth Quarterly Fund Update Quarter ending 30 September 2020 Whai Rawa Unit Trust Conservative Quarterly Fund Update Quarter ending 30 June 2020 Whai Rawa Unit Trust Balanced Quarterly Fund Update Quarter ending 30 June 2020 Whai Rawa Unit Trust Growth Quarterly Fund Update Quarter ending 30 June 2020 Whai Rawa Unit Trust Conservative Quarterly Fund Update Quarter ending 31 March 2020 Whai Rawa Unit Trust Balanced Quarterly Fund Update Quarter ending 31 March 2020 Whai Rawa Unit Trust Growth Quarterly Fund Update Quarter ending 31 March 2020
Annual Reports
Whai Rawa Annual Report 2023 Whai Rawa Annual Report 2022 Whai Rawa Annual Report 2021 Whai Rawa Annual Report 2020 Whai Rawa Annual Report 2019 Whai Rawa Annual Report 2018 Whai Rawa Annual Report 2017 Whai Rawa Annual Report 2016 Whai Rawa Annual Report 2015 Whai Rawa Annual Report 2014 Whai Rawa Annual Report 2013 Whai Rawa Annual Report 2012
Historical Quarterly Fund Updates
Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 31 December 2019 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 30 September 2019 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 30 June 2019 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 31 March 2019 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 31 December 2018 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 30 September 2018 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 30 June 2018 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 31 March 2018 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 31 December 2017 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 30 September 2017 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 30 June 2017 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 31 March 2017 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 31 December 2016 Whai Rawa Unit Trust Quarterly Fund Update Quarter ending 30 September 2016
Unit Pricing Policy
Whai Rawa Unit Trust Unit Pricing Policy Whai Rawa Unit Trust Unit Pricing Business Rules
Risk Appetite Statement
Risk Appetite Statement
Privacy Policy
Privacy Policy