About
Independence
How ManagedFundsNZ is owned and funded, the conflict-of-interest controls we apply, and the FMA-safety review every page passes before it is published.
Ownership
ManagedFundsNZ is operated as part of the Mamba Ventures portfolio of independent New Zealand information sites. The site is not owned by a fund manager, supervisor, platform, or financial advice provider.
Funding model
ManagedFundsNZ does not take payment from fund managers for placement, ranking, or editorial coverage. There are no paid "featured fund" slots and no affiliate relationships with fund managers tied to fund selection.
No fund-manager conflicts
The site has no commercial relationship with any individual fund manager, supervisor, custodian, or distribution platform that would influence which funds are listed or how they are presented. Every fund registered on the FMA Disclose register is in scope; nothing is excluded for commercial reasons.
Where third-party aggregators (Sorted Smart Investor, Morningstar) are referenced, they are cited as cross-validation, not as authority — the underlying primary source is always FMA Disclose or the fund manager's signed Product Disclosure Statement.
Methodology
Every numeric claim on a fund page links to its primary source via a confidence-tier badge. Tier A is direct from FMA Disclose or a signed PDS; tier B is from the fund manager's website or fact sheet; tier C is a third-party aggregator used only for cross-checking; tier D is explicitly derived or estimated. The full extraction pipeline (PDF download, document-hash recording, Sonnet structured extraction, fuzzy join back to the fund universe) is documented on the methodology page.
Read the full methodology · Browse the source-document manifest
FMA-safety review
Every page that ships to production passes a pre-release review against the FMA's FMC Act 2013 misleading-conduct overlay, the FMA Disclose data-source freshness rule (36-month hard cap, 12-month soft warning), and the IRD's KiwiSaver trade-mark rules. The review is enforced in three places:
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A pre-commit lint pass (
npm run lint:fma) that fails the build on any prohibited superlative (such as "guaranteed", "no risk", subjective "leading" or "trusted" claims) or fabricated source attribution. -
A manual review checklist in
CLAUDE.mdcovering misleading claims, fabricated bylines or testimonials, made-up statistics, KiwiSaver trade-mark violations, and personal-name disclosure (only the brand name andhello@managedfunds.nzappear on user-facing pages). - An FMA-safe wrapper on every MCP tool response that strips prohibited terms, enforces IRD-compliant KiwiSaver phrasing, prepends the FMA preamble, and detects advice-trigger language patterns to redirect users to a licensed financial advice provider.
Source for the underlying rules: FMC Act 2013 · IRD — KiwiSaver · FMA Disclose register
Disclaimer
ManagedFundsNZ provides general information only. It is not personalised financial advice and should not be relied on as such. The site is operated by Mamba Ventures and is not a licensed financial advice provider under the FMC Act 2013. Past performance is not a reliable indicator of future returns. Always read the relevant Product Disclosure Statement and consider seeking advice from a licensed financial advice provider before investing.