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ManagedFunds.nz

Q&A

Australasian Equities in New Zealand

Four questions investors most often ask about australasian equities funds in the ManagedFundsNZ coverage. Numbers are computed at build time from the FMA Disclose register and checked at publish.

What is a australasian equities fund?

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.

See every australasian equities fund in our coverage →

What annual fee should you expect to pay?

Annual fund charges in this category sit between 0.10% and 3.21% per annum, with a median of 1.02% across the 58 australasian equities funds where the FMA Disclose register publishes a charge. Annual fund charge covers the management fee and underlying fund expenses. Performance fees and transaction spreads sit on top of this number.

Lowest
0.10%
Median
1.02%
Highest
3.21%

FMA Disclose register

What's the FMA risk-indicator range?

Funds in this category carry FMA risk indicators between 4 and 6 on the 1-to-7 standard scale (where 1 is the lowest historical volatility band and 7 the highest), measured across the 58 funds in the category that publish a risk-indicator value. The FMA's risk indicator is a backwards-looking measure of return volatility — it does not predict future loss.

See funds grouped by FMA risk indicator 1-7 →

FMA Disclose register

Who are the active providers?

25 fund managers run at least one australasian equities fund in our coverage.