Every NZ managed fund. In one place.
Compare fees, returns, holdings and PDS history across 304+ funds from 57+ NZ managers — without the spreadsheet.
Browse
By asset class
150+ managed funds organised the way investors actually shop — by what they hold and how risky they are.
Diversified
Aggressive, growth, balanced and conservative one-stop funds.
Australasian Equities
NZ and Trans-Tasman shares — active, index and ETF wrappers.
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
NZ Fixed Interest
NZ government and corporate bonds.
International FI
Global aggregate, corporate and sovereign bonds.
Listed Property
NZ, Australian and global REITs.
Cash
On-call and short-duration cash funds.
Other
Infrastructure, Bitcoin and specialty income funds.
Sourced. Not opinions.
Every fee, every return, every holding links straight back to the original Product Disclosure Statement on the FMA Disclose register. No subjective fund rankings. No paid placement.
PDS history, tracked.
When a fund's fees change, its objectives shift, or its top holdings rotate — we record the diff. See exactly how a fund has evolved before you commit.
Compare, head-to-head.
Pick any two funds and see them side-by-side: fees, returns, risk, holdings, philosophy. Includes the same fund's KiwiSaver wrapper if one exists.
Tracking funds from
Pick a fund. We'll show you everything.
Fees over time, after-tax returns by PIR, top 10 holdings, manager track record, PDS changes and how it stacks up against its peers. Free, no signup.
AI · API · Integrations
Use ManagedFundsNZ data inside the tools you already use
Free public read-only data + remote MCP server. Every NZ retail managed fund, brand manager and FMA-registered scheme is queryable as structured JSON, plain Markdown, or LLM tool calls — no auth required. Reuse policy.
Per-entity Markdown
387 URLsPlain-text twins
Append /markdown.md to any fund, manager or scheme URL.
/funds/<m>/<f>/markdown.md Per-fund JSON
228 URLsStructured-data twins
Append /data.json to any fund URL. CORS open.
/funds/<m>/<f>/data.json MCP Server
9 tools · freeClaude · Cursor · ChatGPT
Remote MCP at /mcp. Anonymous, no signup.
Bulk export
1.66 MBllms-full.txt
Single-file concatenation of every Markdown twin for LLM crawler ingestion.
Open llms-full.txt →How to compare NZ managed funds
Four checks, in order — each backed by a filing
Every number below comes from a regulated disclosure (PDS or Quarterly Fund Update), so each step links the tool that reads it — not an opinion.
Step 1
Match risk to timeframe
Every fund files a 1–7 risk indicator. Shorter horizon → lower indicator. Start with what each asset class can lose.
Step 2
Compare fees within a category
Median annual fund charge across reported funds: 0.84%. Screen any category by charge — like for like only.
Step 3
Read the track record
5-year after-fee returns plus the year-by-year record against each fund's own market index — not a single cherry-picked figure.
Step 4
Verify at the source
Every fund page links its PDS, SIPO and latest Quarterly Fund Update on the FMA Disclose register. Check before you commit.
Straight answers, from the filings
How do managed funds work in New Zealand?
A managed fund pools your money with other investors; a licensed manager invests it under a mandate disclosed in the fund's PDS. NZ retail funds are registered under the Financial Markets Conduct Act, supervised independently, and most are PIEs — so returns are taxed at your Prescribed Investor Rate (max 28%) instead of your income-tax rate. Full explainer: managedfunds.nz/managed-funds/.
Who is the largest fund manager in New Zealand?
Measured by retail managed-fund assets in the FMA Disclose data tracked here, the largest manager is Milford, with about NZ$22.5b across 10 retail funds. This count excludes KiwiSaver schemes and wholesale mandates. The full ordering is at managedfunds.nz/best/largest-aum-funds/.
Which NZ managed funds have the highest 5-year returns?
The highest reported 5-year after-fees return in the current dataset is 14.3% p.a. The full ranking — every fund with a current figure, including its year-by-year record against its own market index — is on the leaderboard at managedfunds.nz/leaderboard/. Past performance is not a reliable indicator of future returns.
Is it worth investing in a managed fund?
That depends on the fee you pay versus the diversification and management you get — no site can answer it for you, and ManagedFundsNZ is not licensed to give financial advice. The mechanical facts: the median annual fund charge across reported NZ retail funds is 0.84%, and the fees impact calculator at managedfunds.nz/tools/fees-calculator/ shows what any charge costs over time. For personal guidance, talk to a licensed financial adviser.
More context: what a managed fund is · guides to PIR, PIE tax and fund structures · the quarterly fees & returns index · the Lowest-Charge NZ Managed Funds 2026 annual report.
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