Mechanical screens over NZ managed funds

By cost

By fund size

By risk profile

By strategy

By asset class

How these lists are built

• Source data comes from the FMA Disclose register (annual fund charge, risk indicator, fund size, fund start date) and Sorted Smart Investor's cross-validation layer.
• Each screen states its filter criterion and sort key — there is no editorial weighting, scoring or rating.
• "Annual fund charge" is the FMA-defined total ongoing fee — management fee plus underlying-fund expenses, but excluding performance fees and transaction costs.
• Funds whose data we haven't yet ingested are excluded from sort-by-number lists (they would appear last with a null value). They remain visible on category and asset-class directory pages.