Cash and Cash Equivalents
Funds holding bank deposits and short-term money-market instruments. Lowest-risk fund category; income-focused.
5 funds tracked · 5 with on-file fee · 5 with on-file risk indicator. Source: funds.ts + Sorted Smart Investor (FMA Disclose).
- Clarity Enhanced Cash PIEClarityPIE · capped at PIR (max 28%) conservative0.26% fee 1/7 risk
- Kernel Cash Plus FundKernelPIE · capped at PIR (max 28%) conservative0.25% fee 1/7 risk
- Lifetime Cash FundLifetimePIE · capped at PIR (max 28%) conservative0.65% fee 2/7 risk
- Simplicity NZ Cash FundSimplicityPIE · capped at PIR (max 28%) conservative0.12% fee 2/7 risk
- Summer New Zealand CashSummerPIE · capped at PIR (max 28%) conservative0.62% fee 1/7 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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