NZ managed funds audited by KPMG
39 NZ retail managed funds across 9 fund managers are audited by KPMG, per each scheme's Other Material Information document lodged on the FMA Disclose register.
An auditor's role is to independently verify the scheme's annual financial statements. Auditor identity is disclosed in every scheme's OMI document under Financial Markets Conduct Act 2013 requirements.
ACI
2 funds
- ACI Conservative FundDiversified1.50% annual
- ACI Growth FundDiversified1.61% annual
Amova
5 funds
- Amova Concentrated Equity FundAustralasian Equities1.15% annual
- Amova Core Equity FundAustralasian Equities0.95% annual
- Amova Corporate Bond FundNZ Fixed Interest0.70% annual
- Amova Global Shares FundInternational Equities1.20% annual
- Amova Global Shares Hedged FundInternational Equities1.20% annual
BetaShares
7 funds
- BetaShares Australia 200 FundAustralasian Equities0.23% annual
- BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged)International FI0.34% annual
- BetaShares Australian Sustainability Leaders FundAustralasian Equities0.67% annual
- BetaShares Global Quality Leaders FundInternational Equities0.49% annual
- BetaShares Global Sustainability Leaders FundInternational Equities0.77% annual
- BetaShares Global Sustainability Leaders Fund (NZD Hedged)International Equities0.79% annual
- BetaShares NZ Sustainability Leaders FundAustralasian Equities0.59% annual
Coolabah
4 funds
Foundation Series
10 funds
- Foundation Series Balanced FundDiversified0.36% annual
- Foundation Series Global ESG FundInternational Equities0.10% annual
- Foundation Series Growth FundDiversified0.38% annual
- Foundation Series Hedged Total World FundInternational Equities0.07% annual
- Foundation Series Hedged US 500 FundInternational Equities0.03% annual
- Foundation Series High Growth FundDiversified0.37% annual
- Foundation Series Nasdaq-100 FundInternational Equities0.15% annual
- Foundation Series Total World FundInternational Equities0.07% annual
- Foundation Series US 500 FundInternational Equities0.03% annual
- Foundation Series US Dividend Equity FundInternational Equities0.06% annual
Lighthouse
1 fund
- Lighthouse Global Equity FundInternational Equities1.03% annual
SBS Wealth
8 funds
- SBS Wealth Australasian Equity PortfolioAustralasian Equities1.20% annual
- SBS Wealth Balanced StrategyDiversified1.03% annual
- SBS Wealth Conservative StrategyDiversified0.90% annual
- SBS Wealth Growth StrategyDiversified1.17% annual
- SBS Wealth High Growth StrategyDiversified1.17% annual
- SBS Wealth New Zealand Bond PortfolioNZ Fixed Interest0.78% annual
- SBS Wealth World Bond PortfolioInternational FI0.77% annual
- SBS Wealth World Equity PortfolioInternational Equities1.18% annual
Squirrel
1 fund
- Squirrel Monthly Income FundOther2.14% annual
Vision
1 fund
- Vision Income FundInternational FI2.51% annual
Other auditors
Methodology
Auditor identity sourced from each scheme's Other Material Information document lodged on the FMA Disclose register. Names normalised across drift in source filings (e.g. "PwC", "PricewaterhouseCoopers", "PwC Auckland" all map to the same firm).
ManagedFundsNZ provides information only, not personalised financial advice. Auditor identity is a structural disclosure; it doesn't imply quality of audit or any endorsement of the funds listed.