Mechanical screen
Bond / fixed-income managed funds ordered by annual fund charge
These are the bond / fixed-income funds in our coverage — funds investing primarily in NZ or international bonds — sorted by annual fund charge from lowest to highest.
- Filter
- Category = NZ fixed interest or international fixed interest
- Funds matching
- 50
- Sorted by
- Annual fund charge (asc)
Last refreshed · Sourced from FMA Disclose via Sorted Smart Investor. How this list is built
| # | Fund | Manager | Annual fund charge |
|---|---|---|---|
| 1 | Simplicity NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest |  Simplicity | 0.10% |
| 2 | Simplicity Hedged Global Bond Fund PIE · capped at PIR (max 28%) NZD hedged conservative International FI | Simplicity | 0.15% |
| 3 | Dimensional Two-Year Sustainability Fixed Interest PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI |  Dimensional | 0.25% |
| 4 | Dimensional Five-Year Diversified Fixed Interest PIE Fund PIE · capped at PIR (max 28%) NZD hedged International FI | Dimensional | 0.28% |
| 5 | Smart Global Aggregate Bond ETF PIE · capped at PIR (max 28%) ETF · AGG International FI |  Smartshares | 0.30% |
| 6 | Kernel US Bond Fund PIE · capped at PIR (max 28%) conservative International FI |  Kernel | 0.30% |
| 7 | Dimensional Global Bond Sustainability PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI | Dimensional | 0.32% |
| 8 | Evidential Sustainable Global Bond Fund PIE · capped at PIR (max 28%) Responsible / ethical International FI |  Evidential | 0.32% |
| 9 | BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged conservative International FI |  BetaShares | 0.34% |
| 10 | Kernel NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Kernel | 0.40% |
| 11 | Mercer Responsible Hedged Global Fixed Interest Index Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI |  Mercer | 0.43% |
| 12 | ANZ Investments OneAnswer New Zealand Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  ANZ Investments | 0.46% |
| 13 | Harbour NZ Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  Harbour | 0.47% |
| 14 | JPMorgan Global Bond Fund PIE · capped at PIR (max 28%) conservative International FI |  JPMorgan | 0.47% |
| 15 | ANZ Investments OneAnswer International Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | ANZ Investments | 0.49% |
| 16 | Russell Investments NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  Russell Investments | 0.49% |
| 17 | Hunter Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | H Hunter | 0.53% |
| 18 | Smart Global Bond ETF PIE · capped at PIR (max 28%) ETF · GBF International FI | Smartshares | 0.54% |
| 19 | Smart NZ Bond ETF PIE · capped at PIR (max 28%) ETF · NZB NZ Fixed Interest | Smartshares | 0.54% |
| 20 | Russell Investments Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | Russell Investments | 0.58% |
| 21 | Mercer Macquarie NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Mercer | 0.60% |
| 22 | Milford Trans-Tasman Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  Milford | 0.65% |
| 23 | Harbour NZ Core Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Harbour | 0.66% |
| 24 | Coolabah Short Term Income PIE Fund PIE · capped at PIR (max 28%) conservative International FI |  Coolabah | 0.67% |
| 25 | Mercer Macquarie NZ Short Duration Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Mercer | 0.68% |
| 26 | Amova Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  Amova | 0.70% |
| 27 | Clarity Fixed Income Fund PIE · capped at PIR (max 28%) conservative International FI |  Clarity | 0.70% |
| 28 | Daintree Core Income PIE PIE · capped at PIR (max 28%) conservative International FI |  Daintree | 0.73% |
| 29 | Coolabah Active Composite Bond PIE Fund PIE · capped at PIR (max 28%) conservative International FI | Coolabah | 0.76% |
| 30 | Brandywine Global Opportunistic Fixed Income Fund PIE · capped at PIR (max 28%) International FI |  Brandywine | 0.77% |
| 31 | SBS Wealth World Bond Portfolio PIE · capped at PIR (max 28%) conservative International FI |  SBS Wealth | 0.77% |
| 32 | SBS Wealth New Zealand Bond Portfolio PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | SBS Wealth | 0.78% |
| 33 | Bentham Global Income PIE Fund PIE · capped at PIR (max 28%) conservative International FI |  Bentham | 0.83% |
| 34 | Hunter Private Credit Fund PIE · capped at PIR (max 28%) balanced International FI | H Hunter | 0.83% |
| 35 | Milford Global Corporate Bond Fund PIE · capped at PIR (max 28%) International FI | Milford | 0.85% |
| 36 | Summer Global Fixed Interest PIE · capped at PIR (max 28%) conservative International FI |  Summer | 0.87% |
| 37 | Daintree High Income PIE PIE · capped at PIR (max 28%) balanced International FI | Daintree | 0.90% |
| 38 | Fisher Funds New Zealand Fixed Income Trust PIE · capped at PIR (max 28%) NZ Fixed Interest |  Fisher Funds | 0.97% |
| 39 | Fisher Funds Income Fund PIE · capped at PIR (max 28%) International FI | Fisher Funds | 0.99% |
| 40 | Coolabah Global Floating-Rate High Yield PIE Fund PIE · capped at PIR (max 28%) balanced International FI | Coolabah | 1.00% |
| 41 | Fisher Funds BondPlus Fund PIE · capped at PIR (max 28%) International FI | Fisher Funds | 1.26% |
| 42 | NZ Funds Global Bonds PIE · capped at PIR (max 28%) conservative International FI |  NZ Funds | 1.44% |
| 43 | NZ Funds New Zealand and Australian Bonds PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | NZ Funds | 1.44% |
| 44 | Coolabah Long-Short Credit PIE Fund PIE · capped at PIR (max 28%) balanced International FI | Coolabah | 1.76% |
| 45 | Vision Income Fund PIE · capped at PIR (max 28%) income International FI |  Vision | 2.51% |
| 46 | Artesian Green and Sustainable Bond Fund (NZD) PIE · capped at PIR (max 28%) Responsible / ethical conservative International FI |  Artesian | — |
| 47 | Artesian Short Duration Corporate Bond Fund (NZD) PIE · capped at PIR (max 28%) conservative International FI | Artesian | — |
| 48 | Bentham Global Opportunities PIE Fund PIE · capped at PIR (max 28%) balanced International FI | Bentham | — |
| 49 | Kernel March 2027 NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Kernel | — |
| 50 | Kernel March 2029 NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Kernel | — |
Other mechanical screens
NZ managed funds with annual fund charges below 0.75%NZ managed funds with a growth or aggressive risk profileNZ managed funds with a conservative or moderate risk profileNZ index-tracking managed fundsNZ managed funds with a responsible-investment labelNZ diversified (multi-asset) managed funds Build your own filter →
Per-asset-class Q&A
How this list is built
- The filter is purely mechanical — funds are included only if they match the criterion shown above. No editorial judgement, no opinion-based ranking.
- Sort order is annual fund charge ascending; funds with no fee data on file are listed at the bottom alphabetically.
- Annual fund charge data comes from the FMA Disclose register via Sorted Smart Investor; risk-profile, ETF, hedge and responsible-investment flags come from the manager's own disclosure.
- This page is not financial advice. ManagedFundsNZ is not a Financial Advice Provider. Read the relevant Product Disclosure Statement and consider talking to a licensed adviser before investing.
- See methodology for full sourcing and confidence-tier definitions.