Independence

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.

What can never be bought

These commitments are permanent. They are not a current policy that could be revised later, and no commercial arrangement we enter into can qualify them.

• Position is never for sale. League-table order, comparison order, screener results and calculated performance are produced mechanically from filed data. No payment, sponsorship or partnership can alter them.
• Coverage is never for sale. Every retail managed fund on the FMA Disclose register is in scope on the same terms. No fund is added, removed, promoted or demoted for a commercial reason, and funds that no platform carries stay in every comparison.
• The public directory stays free. Every fund page, manager page and comparison is free to read, with no account required and no paywall.
• Data is never bought from, or sold to, an entity in exchange for coverage.We accept fund data from a manager because it is more accurate than scraping their website, never as consideration for how they are presented — and we pay nothing for it in either direction.
• Anything paid is labelled where it appears and named on this page.

How we are funded — current policy

Current as at 2026-09-17.

ManagedFundsNZ does not currently take payment from fund managers for placement, ranking or editorial coverage. There are no paid "featured fund" slots on the site today, and no affiliate or commission arrangement with any fund manager or platform.

Outbound links to investment platforms carry tracking parameters so that we can measure our own referral volume. They are not affiliate links: we are not paid when a reader follows one, and we receive nothing if that reader opens an account or invests.

We intend to earn revenue from tooling and data services sold to advisers, platforms and other business users, and from clearly-labelled sponsorship if it is ever introduced. That pricing sits alongside the free public directory, never in front of it, and it is subject to the permanent commitments above.

Commercial relationships in force

None. As at 2026-09-17 no fund manager, supervisor, custodian or platform pays ManagedFundsNZ anything, in cash or in kind. If that changes, the counterparty is named in this list.

If this changes

The funding policy above describes how the site operates today, not a promise about every future year. It may change. What does not change is how a change happens:

1. This page is amended and its policy version updated before any money is accepted — never afterwards.
2. The counterparty is named in the list above.
3. Every paid placement is labelled as such on the page it appears on.
4. The amendment is logged below, with its date, so the change is visible rather than silent.
5. The permanent commitments are unaffected. A commercial relationship that required us to qualify one of them would be declined instead.

No fund-manager conflicts

Current as at 2026-09-17.

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:

• 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 and hello@managedfunds.nz appear 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.

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