Mechanical screen
NZD currency-hedged international managed funds
These are the international-asset funds in our coverage with currency hedging back to NZD. Hedging removes most of the NZD-foreign-currency exchange-rate impact on returns, at a small cost. Sorted by annual fund charge from lowest to highest.
- Filter
- isHedged = true
- Funds matching
- 26
- 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 | Foundation Series Hedged US 500 Fund PIE · capped at PIR (max 28%)NZD hedged International Equities | 0.03% | |
| 2 | Foundation Series Hedged Total World Fund PIE · capped at PIR (max 28%)NZD hedged International Equities | 0.07% | |
| 3 | Simplicity Hedged Global Bond Fund PIE · capped at PIR (max 28%)NZD hedgedconservative International FI | 0.15% | |
| 4 | Simplicity Hedged Global Share Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities | 0.15% | |
| 5 | Dimensional Two-Year Sustainability Fixed Interest PIE Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International FI | 0.25% | |
| 6 | Kernel S&P Global 100 (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities | 0.25% | |
| 7 | Kernel S&P 500 (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities | 0.25% | |
| 8 | Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class FIF · file IR3 each yearNZD hedged International Equities | 0.26% | |
| 9 | Dimensional Five-Year Diversified Fixed Interest PIE Fund PIE · capped at PIR (max 28%)NZD hedged International FI | 0.28% | |
| 10 | Dimensional Global Bond Sustainability PIE Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International FI | 0.32% | |
| 11 | Russell Investments Hedged Sustainable Global Shares Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International Equities | 0.33% | |
| 12 | BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged) PIE · capped at PIR (max 28%)NZD hedgedconservative International FI | 0.34% | |
| 13 | Schroder Sustainable Global Core PIE Fund (Hedged) PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth International Equities | 0.39% | |
| 14 | Dimensional Global Sustainability PIE Fund (NZD Hedged) PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International Equities | 0.40% | |
| 15 | Mercer Responsible Hedged Global Fixed Interest Index Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International FI | 0.43% | |
| 16 | BetaShares Global Sustainability Leaders Fund (NZD Hedged) PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth International Equities | 0.79% | |
| 17 | Russell Investments Hedged Global Shares Fund PIE · capped at PIR (max 28%)NZD hedged International Equities | 0.92% | |
| 18 | Harbour Epoch Global Quality Select Equity (Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities | 1.01% | |
| 19 | Aurellan Hedged Global Shares Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities | AAurellan | 1.12% |
| 20 | Amova Global Shares Hedged Fund PIE · capped at PIR (max 28%)NZD hedged International Equities | 1.20% | |
| 21 | Harbour T. Rowe Price Global Equity Fund (Hedged) PIE · capped at PIR (max 28%)NZD hedged International Equities | 1.24% | |
| 22 | Mercer Core Hedged Global Shares Fund PIE · capped at PIR (max 28%)NZD hedged International Equities | 1.46% | |
| 23 | Kernel Global ESG (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth International Equities | — | |
| 24 | Kernel Global Infrastructure (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedThematicbalanced Other | — | |
| 25 | Kernel Global Property (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedbalanced Listed Property | — | |
| 26 | Kernel World ex-US (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities | — |
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 fundsBuild 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.