Diversified Funds
Multi-asset funds that hold a mix of shares, bonds, cash and sometimes property in a single portfolio. The mix determines the risk profile — aggressive funds hold more shares, conservative funds hold more bonds and cash.
73 funds tracked · 68 with on-file fee · 68 with on-file risk indicator. Source: funds.ts + Sorted Smart Investor (FMA Disclose).
- ACI Conservative FundACIPIE · capped at PIR (max 28%)conservative1.50% fee4/7 risk
- ACI Growth FundACIPIE · capped at PIR (max 28%)growth1.61% fee4/7 risk
- AMP Aggressive Managed FundAMPPIE · capped at PIR (max 28%)aggressive0.80% fee4/7 risk
- AMP Balanced Managed FundAMPPIE · capped at PIR (max 28%)balanced0.81% fee4/7 risk
- AMP Growth Managed FundAMPPIE · capped at PIR (max 28%)growth0.81% fee4/7 risk
- ANZ Investments OneAnswer Balanced FundANZ InvestmentsPIE · capped at PIR (max 28%)balanced0.90% fee4/7 risk
- ANZ Investments OneAnswer Balanced Growth FundANZ InvestmentsPIE · capped at PIR (max 28%)balanced growth0.93% fee4/7 risk
- ANZ Investments OneAnswer Conservative Balanced FundANZ InvestmentsPIE · capped at PIR (max 28%)conservative balanced0.75% fee4/7 risk
- ANZ Investments OneAnswer Conservative FundANZ InvestmentsPIE · capped at PIR (max 28%)conservative0.63% fee3/7 risk
- ANZ Investments OneAnswer Growth FundANZ InvestmentsPIE · capped at PIR (max 28%)growth0.98% fee4/7 risk
- ANZ Investments OneAnswer High Growth FundANZ InvestmentsPIE · capped at PIR (max 28%)aggressive0.95% fee5/7 risk
- Booster Shielded Growth FundBoosterPIE · capped at PIR (max 28%)growth1.41% fee4/7 risk
- Booster Socially Responsible Balanced FundBoosterPIE · capped at PIR (max 28%)Responsible / ethicalbalanced1.33% fee4/7 risk
- Booster Socially Responsible Growth FundBoosterPIE · capped at PIR (max 28%)Responsible / ethicalgrowth1.34% fee4/7 risk
- Booster Socially Responsible High Growth FundBoosterPIE · capped at PIR (max 28%)Responsible / ethicalaggressive1.35% fee5/7 risk
- Booster Wealth Balanced FundBoosterPIE · capped at PIR (max 28%)balanced0.83% fee4/7 risk
- Booster Wealth Geared Growth FundBoosterPIE · capped at PIR (max 28%)aggressive1.35% fee5/7 risk
- Booster Wealth Growth FundBoosterPIE · capped at PIR (max 28%)growth0.91% fee4/7 risk
- Booster Wealth High Growth FundBoosterPIE · capped at PIR (max 28%)aggressive0.96% fee5/7 risk
- Booster Wealth Moderate FundBoosterPIE · capped at PIR (max 28%)conservative0.74% fee4/7 risk
- Castle Point 5 Oceans FundCastle PointPIE · capped at PIR (max 28%)balanced1.18% fee3/7 risk
- Clarity Diversified Growth FundClarityPIE · capped at PIR (max 28%)growth1.16% fee4/7 risk
- Clarity Diversified Income FundClarityPIE · capped at PIR (max 28%)income0.96% fee3/7 risk
- Fisher Funds Aggressive FundFisher FundsPIE · capped at PIR (max 28%)aggressive
- Fisher Funds Balanced FundFisher FundsPIE · capped at PIR (max 28%)balanced
- Fisher Funds Balanced Strategy 40/60 FundFisher FundsPIE · capped at PIR (max 28%)balanced
- Fisher Funds Balanced Strategy 45/55 FundFisher FundsPIE · capped at PIR (max 28%)balanced
- Fisher Funds Conservative FundFisher FundsPIE · capped at PIR (max 28%)conservative1.35% fee3/7 risk
- Fisher Funds Growth FundFisher FundsPIE · capped at PIR (max 28%)growth1.46% fee4/7 risk
- Foundation Series Balanced FundFoundation SeriesPIE · capped at PIR (max 28%)balanced0.36% fee4/7 risk
- Foundation Series Growth FundFoundation SeriesPIE · capped at PIR (max 28%)growth0.38% fee4/7 risk
- Foundation Series High Growth FundFoundation SeriesPIE · capped at PIR (max 28%)aggressive0.37% fee5/7 risk
- Generate Focused Growth Managed FundGeneratePIE · capped at PIR (max 28%)growth1.35% fee5/7 risk
- Harbour Balanced FundHarbourPIE · capped at PIR (max 28%)balanced0.93% fee4/7 risk
- Harbour Balanced Growth FundHarbourPIE · capped at PIR (max 28%)balanced growth1.04% fee4/7 risk
- Harbour Growth FundHarbourPIE · capped at PIR (max 28%)growth1.00% fee4/7 risk
- Harbour Income FundHarbourPIE · capped at PIR (max 28%)income0.66% fee3/7 risk
- Harbour Sustainable Impact FundHarbourPIE · capped at PIR (max 28%)Responsible / ethicalbalanced
- Kernel Balanced FundKernelPIE · capped at PIR (max 28%)balanced0.25% fee4/7 risk
- Kernel Conservative FundKernelPIE · capped at PIR (max 28%)conservative0.25% fee3/7 risk
- Kernel High Growth FundKernelPIE · capped at PIR (max 28%)aggressive0.25% fee5/7 risk
- Lifetime Balanced FundLifetimePIE · capped at PIR (max 28%)balanced0.99% fee4/7 risk
- Lifetime Conservative FundLifetimePIE · capped at PIR (max 28%)conservative0.99% fee3/7 risk
- Lifetime Growth FundLifetimePIE · capped at PIR (max 28%)growth0.99% fee4/7 risk
- Lifetime Retirement Income FundLifetimePIE · capped at PIR (max 28%)income1.36% fee4/7 risk
- Mercer Income Generator FundMercerPIE · capped at PIR (max 28%)income1.28% fee4/7 risk
- Mercer Responsible Balanced FundMercerPIE · capped at PIR (max 28%)Responsible / ethicalbalanced1.25% fee4/7 risk
- Milford Active Growth FundMilfordPIE · capped at PIR (max 28%)growth1.05% fee4/7 risk
- Milford Aggressive FundMilfordPIE · capped at PIR (max 28%)aggressive1.15% fee5/7 risk
- Milford Balanced FundMilfordPIE · capped at PIR (max 28%)balanced1.05% fee4/7 risk
- Milford Conservative FundMilfordPIE · capped at PIR (max 28%)conservative0.85% fee3/7 risk
- Milford Diversified Income FundMilfordPIE · capped at PIR (max 28%)income0.65% fee3/7 risk
- Mint Diversified Growth FundMintPIE · capped at PIR (max 28%)growth1.21% fee5/7 risk
- Mint Diversified Income FundMintPIE · capped at PIR (max 28%)income1.01% fee3/7 risk
- NZ Funds Income GeneratorNZ FundsPIE · capped at PIR (max 28%)income1.67% fee4/7 risk
- NZ Funds Wealth Builder - Growth StrategyNZ FundsPIE · capped at PIR (max 28%)growth2.14% fee6/7 risk
- NZ Funds Wealth Builder - Income StrategyNZ FundsPIE · capped at PIR (max 28%)income1.20% fee4/7 risk
- NZ Funds Wealth Builder - Inflation StrategyNZ FundsPIE · capped at PIR (max 28%)balanced1.58% fee5/7 risk
- Octagon Balanced FundOctagonPIE · capped at PIR (max 28%)balanced1.17% fee4/7 risk
- Pathfinder Ethical Growth FundPathfinderPIE · capped at PIR (max 28%)Responsible / ethicalgrowth1.31% fee4/7 risk
- QuayStreet Income FundQuayStreetPIE · capped at PIR (max 28%)income0.77% fee3/7 risk
- SBS Wealth Balanced StrategySBS WealthPIE · capped at PIR (max 28%)balanced1.03% fee4/7 risk
- SBS Wealth Conservative StrategySBS WealthPIE · capped at PIR (max 28%)conservative0.90% fee3/7 risk
- SBS Wealth Growth StrategySBS WealthPIE · capped at PIR (max 28%)growth1.13% fee4/7 risk
- SBS Wealth High Growth StrategySBS WealthPIE · capped at PIR (max 28%)aggressive1.22% fee5/7 risk
- Simplicity Balanced Investment FundSimplicityPIE · capped at PIR (max 28%)balanced0.25% fee4/7 risk
- Simplicity Conservative Investment FundSimplicityPIE · capped at PIR (max 28%)conservative0.25% fee3/7 risk
- Simplicity Growth Investment FundSimplicityPIE · capped at PIR (max 28%)growth0.25% fee4/7 risk
- Simplicity High Growth Investment FundSimplicityPIE · capped at PIR (max 28%)aggressive0.25% fee5/7 risk
- Simplicity Homes and Income Investment FundSimplicityPIE · capped at PIR (max 28%)balanced0.25% fee3/7 risk
- Summer Balanced SelectionSummerPIE · capped at PIR (max 28%)balanced1.02% fee4/7 risk
- Summer Conservative SelectionSummerPIE · capped at PIR (max 28%)conservative0.87% fee3/7 risk
- Summer Growth SelectionSummerPIE · capped at PIR (max 28%)growth1.02% fee4/7 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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