Introducing PMG's Reinvestment Plan


What is the Reinvestment Plan?

The PMG Reinvestment Plan provides investors with the opportunity to invest the net proceeds of cash distributions, payable on their existing investments managed by PMG, in fully paid units in the PMG Generation Fund.

What are the key benefits?

PMG’s Reinvestment Plan allows investors to:

  • Make their invested capital and passive income work even harder.
  • Take advantage of compounding returns – providing a convenient way for investors to automatically increase their investments, without having to think about it.
  • Invest small amounts often, in quality commercial property with PMG.

An example of compounding returns:

Compounding returns provide ‘interest on your interest’ – interest in the next period is earned on the principal sum invested, plus previously accumulated interest. For example, if you invest $100,000 in PMG Generation Fund, that currently has 5.8% monthly returns, in 12 years you could have approximately $200,000 and after 24 years approximately $400,000.

How does it work?

Once PMG receives a Reinvestment Plan participation notice from an investor, an electronic cash wallet is set up in their personalised Investor Portal account. On the day an investor would have been paid a cash distribution, PMG will pay the net cash distribution into their cash wallet account instead. Distribution statements will reflect this.

On the first business day of each month, PMG will then take the cash from the cash wallet and automatically issue the number of new, fully paid units in PMG Generation Fund. The funds will be taken from the cash wallet in multiples equal to the minimum threshold (currently one PMG Generation Fund Unit is valued at $1) in order to purchase Units. For example, if you have $500.05 in your cash wallet, you will be issued 500 Units in PMG Generation Fund (which is rounded down to the nearest whole number). The remaining $0.05 will stay in the cash wallet until the following month when additional net cash distributions will be transferred to the cash wallet.

At any time, investors can make additional cash contributions to their cash wallet account. Keep in mind it can take 48 hours for your cash wallet to reflect any top-up amounts.

Cash contributions received three business days prior to the reinvestment date will be included on the reinvestment for the same month.

An investment confirmation of the transaction will be issued to investors on the day after the reinvestment is processed.

How do investors enrol?

  1. Download the Reinvestment Plan Offer document and participation notice here.
  1. Fill out and sign the participation notice and send it to invest@pmgfunds.co.nz. Participation notices received three business days prior to the distribution day will apply to the distribution due for the current month/quarter, and any future cash distributions.

Please note: If the investors do not have existing units in PMG Generation Fund, they are required to purchase a minimum unit subscription of 1,000 units and fill out an application form.


For more information, or to apply, click HERE.



Meet your investor relationships team

With a range of investment funds to suit New Zealanders of all ages and stages, it's easier than you may think to invest. Give one of our knowledgeable PMG Investor Relationships Managers a call for a no-obligation chat, or visit our FAQ page.

Matt McHardy
Matt McHardy

Head of Investor Relationships – Central and Lower North Island

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Jordan Forrest
Jordan Forrest

Investor Relationships Manager – South Island

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Rory Diver
Rory Diver

Investor Relationships Manager – Waikato, Auckland and Northland

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Lorena Zanesco
Lorena Zanesco

Investor Relationships Associate - Tauranga

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Melanie Lowe
Melanie Lowe

Investor Relationships Support - Tauranga

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4 steps to investing with pmg

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1. Reach out

To start investing with PMG, register your contact details via phone or email. Alternatively, make an enquiry via our contact form and we’ll have someone from our Investment Relationships Team meet you.

Watch PMG’s history video to learn more about our approach to commercial property investments, along with the five funds within the company. We encourage you to speak with a friend or family member who knows us, and we also recommend you chat with a financial adviser for specific advice to suit your unique situation.

Look through our current investment offers to find the right PMG fund to suit you. After downloading, carefully review the associated Product Disclosure Statement(s) for the offer(s) you’re interested in. Investing with us is straightforward – either apply online using our secure and confidential investor portal, via the printable form on each fund page, or reach out to your local PMG office to fill out the relevant paperwork.

Our lines of communication are always open. If you have any questions, reach out to your local PMG Investor Relationships Manager. Whether it’s a general catch up or discussion around the latest developments with your investment, we’re here to help.