Australasian Equities
Funds investing primarily in shares listed on the NZX (New Zealand) or ASX (Australia), or both as Trans-Tasman portfolios. Includes active stock-pickers and passive index trackers.
58 funds tracked · 58 with on-file fee · 58 with on-file risk indicator. Source: funds.ts + Sorted Smart Investor (FMA Disclose).
- Amova Concentrated Equity FundAmovaPIE · capped at PIR (max 28%)1.15% fee 5/7 risk
- Amova Core Equity FundAmovaPIE · capped at PIR (max 28%)0.95% fee 5/7 risk
- ANZ Investments OneAnswer Australian Share FundANZ InvestmentsPIE · capped at PIR (max 28%)1.09% fee 5/7 risk
- ANZ Investments OneAnswer New Zealand Share FundANZ InvestmentsPIE · capped at PIR (max 28%)1.05% fee 5/7 risk
- BetaShares Australia 200 FundBetaSharesPIE · capped at PIR (max 28%) growth0.23% fee 5/7 risk
- BetaShares Australian Sustainability Leaders FundBetaSharesPIE · capped at PIR (max 28%) Responsible / ethical growth0.67% fee 5/7 risk
- BetaShares NZ Sustainability Leaders FundBetaSharesPIE · capped at PIR (max 28%) Responsible / ethical growth0.59% fee 5/7 risk
- Castle Point Trans-Tasman FundCastle PointPIE · capped at PIR (max 28%)1.08% fee 5/7 risk
- Clarity New Zealand Equity FundClarityPIE · capped at PIR (max 28%) growth1.06% fee 4/7 risk
- Clarity Trans-Tasman Value FundClarityPIE · capped at PIR (max 28%) growth1.06% fee 4/7 risk
- Devon Alpha FundDevonPIE · capped at PIR (max 28%)1.30% fee 4/7 risk
- Devon Australian FundDevonPIE · capped at PIR (max 28%)1.30% fee 5/7 risk
- Devon Dividend Yield FundDevonPIE · capped at PIR (max 28%)1.39% fee 4/7 risk
- Devon Trans-Tasman FundDevonPIE · capped at PIR (max 28%)1.36% fee 4/7 risk
- Dimensional Australian Sustainability PIE FundDimensionalPIE · capped at PIR (max 28%) Responsible / ethical0.35% fee 5/7 risk
- Fisher Funds Australian Growth FundFisher FundsPIE · capped at PIR (max 28%)0.87% fee 5/7 risk
- Fisher Funds New Zealand Growth FundFisher FundsPIE · capped at PIR (max 28%)1.42% fee 5/7 risk
- Fisher Funds Trans Tasman Equity TrustFisher FundsPIE · capped at PIR (max 28%)1.63% fee 5/7 risk
- Harbour Australasian Equity Focus FundHarbourPIE · capped at PIR (max 28%)1.21% fee 5/7 risk
- Harbour Australasian Equity FundHarbourPIE · capped at PIR (max 28%)1.12% fee 5/7 risk
- Harbour Australasian Equity Income FundHarbourPIE · capped at PIR (max 28%)1.10% fee 4/7 risk
- Harbour Long Short FundHarbourPIE · capped at PIR (max 28%)1.23% fee 4/7 risk
- Harbour NZ Index Shares FundHarbourPIE · capped at PIR (max 28%)0.21% fee 5/7 risk
- Harbour Sustainable NZ Shares FundHarbourPIE · capped at PIR (max 28%) Responsible / ethical0.27% fee 5/7 risk
- Hyperion Australian Growth Companies PIE FundHyperionPIE · capped at PIR (max 28%)0.98% fee 6/7 risk
- Kernel Australia 100 FundKernelPIE · capped at PIR (max 28%) growth0.25% fee 5/7 risk
- Kernel NZ 20 FundKernelPIE · capped at PIR (max 28%) growth0.25% fee 5/7 risk
- Kernel NZ 50 ESG Tilted FundKernelPIE · capped at PIR (max 28%) Responsible / ethical growth0.25% fee 5/7 risk
- Kernel NZ Small & Mid Cap Opportunities FundKernelPIE · capped at PIR (max 28%) growth0.25% fee 5/7 risk
- Mercer NZ Shares Passive FundMercerPIE · capped at PIR (max 28%)0.36% fee 5/7 risk
- Mercer Responsible Trans-Tasman Shares FundMercerPIE · capped at PIR (max 28%) Responsible / ethical1.06% fee 5/7 risk
- Milford Australian Absolute Growth FundMilfordPIE · capped at PIR (max 28%)1.05% fee 4/7 risk
- Milford Trans-Tasman Equity FundMilfordPIE · capped at PIR (max 28%)1.05% fee 4/7 risk
- Mint Australasian Equity FundMintPIE · capped at PIR (max 28%)1.18% fee 5/7 risk
- Mint New Zealand SRI Equity FundMintPIE · capped at PIR (max 28%) Responsible / ethical0.97% fee 5/7 risk
- NZ Funds New Zealand and Australian SharesNZ FundsPIE · capped at PIR (max 28%) growth2.52% fee 5/7 risk
- Octagon Australasian Equities FundOctagonPIE · capped at PIR (max 28%)1.17% fee 5/7 risk
- Octagon New Zealand Equities FundOctagonPIE · capped at PIR (max 28%)1.17% fee 4/7 risk
- Pathfinder Ethical Trans-Tasman FundPathfinderPIE · capped at PIR (max 28%) Responsible / ethical1.00% fee 4/7 risk
- QuayStreet NZ Equity FundQuayStreetPIE · capped at PIR (max 28%)1.27% fee 5/7 risk
- Russell Investments NZ Shares FundRussell InvestmentsPIE · capped at PIR (max 28%)0.78% fee 5/7 risk
- Salt Long Short FundSaltPIE · capped at PIR (max 28%)3.21% fee 4/7 risk
- Salt NZ Dividend Appreciation FundSaltPIE · capped at PIR (max 28%)1.10% fee 4/7 risk
- SBS Wealth Australasian Equity PortfolioSBS WealthPIE · capped at PIR (max 28%) growth1.20% fee 4/7 risk
- Simplicity NZ Share FundSimplicityPIE · capped at PIR (max 28%) growth0.10% fee 5/7 risk
- Smart Australian Dividend ETFSmartsharesPIE · capped at PIR (max 28%) ETF · ASD0.54% fee 5/7 risk
- Smart Australian Financials ETFSmartsharesPIE · capped at PIR (max 28%) ETF · ASF0.54% fee 6/7 risk
- Smart Australian Mid Cap ETFSmartsharesPIE · capped at PIR (max 28%) ETF · MZY0.75% fee 6/7 risk
- Smart Australian Resources ETFSmartsharesPIE · capped at PIR (max 28%) ETF · ASR0.54% fee 6/7 risk
- Smart Australian Top 20 ETFSmartsharesPIE · capped at PIR (max 28%) ETF · OZY0.60% fee 5/7 risk
- Smart Australian Top 200 ETFSmartsharesPIE · capped at PIR (max 28%) ETF · AUS0.30% fee 5/7 risk
- Smart NZ Dividend ETFSmartsharesPIE · capped at PIR (max 28%) ETF · DIV0.54% fee 5/7 risk
- Smart NZ Mid Cap ETFSmartsharesPIE · capped at PIR (max 28%) ETF · MDZ0.60% fee 5/7 risk
- Smart NZ Top 10 ETFSmartsharesPIE · capped at PIR (max 28%) ETF · TNZ0.60% fee 5/7 risk
- Smart NZ Top 50 ETFSmartsharesPIE · capped at PIR (max 28%) ETF · FNZ0.50% fee 5/7 risk
- Smart S&P/NZX 50 ETFSmartsharesPIE · capped at PIR (max 28%) ETF · NZG0.20% fee 5/7 risk
- Summer Australian EquitiesSummerPIE · capped at PIR (max 28%) growth1.02% fee 5/7 risk
- TAHITO Te Tai o Rehua FundTAHITOPIE · capped at PIR (max 28%) Responsible / ethical1.26% fee 5/7 risk
Other asset classes
Methodology
Asset-class category mapped from the fund's primary mandate as published in its PDS or fund-update document. Cross-validate via the per-fund page which links to the source PDS on the FMA Disclose register.
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