Mechanical screen
NZ diversified (multi-asset) managed funds
These are the funds in our coverage tagged diversified — single-portfolio multi-asset funds that hold a mix of shares, bonds, cash and sometimes property. Sorted by annual fund charge from lowest to highest.
- Filter
- Category = diversified
- Funds matching
- 67
- 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 Conservative Investment Fund PIE · capped at PIR (max 28%) conservative Diversified |  Simplicity | 0.25% |
| 2 | Simplicity Balanced Investment Fund PIE · capped at PIR (max 28%) balanced Diversified | Simplicity | 0.25% |
| 3 | Simplicity Growth Investment Fund PIE · capped at PIR (max 28%) growth Diversified | Simplicity | 0.25% |
| 4 | Simplicity High Growth Investment Fund PIE · capped at PIR (max 28%) aggressive Diversified | Simplicity | 0.25% |
| 5 | Simplicity Homes and Income Investment Fund PIE · capped at PIR (max 28%) balanced Diversified | Simplicity | 0.25% |
| 6 | Kernel Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified |  Kernel | 0.25% |
| 7 | Kernel Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Kernel | 0.25% |
| 8 | Kernel High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Kernel | 0.25% |
| 9 | Harbour Sustainable Impact Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified |  Harbour | 0.27% |
| 10 | Foundation Series Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified |  Foundation Series | 0.36% |
| 11 | Foundation Series High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Foundation Series | 0.37% |
| 12 | Foundation Series Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Foundation Series | 0.38% |
| 13 | ANZ Investments OneAnswer Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified |  ANZ Investments | 0.63% |
| 14 | Milford Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified |  Milford | 0.65% |
| 15 | Harbour Income Fund PIE · capped at PIR (max 28%) income Diversified | Harbour | 0.66% |
| 16 | Booster Wealth Moderate Fund PIE · capped at PIR (max 28%) conservative Diversified |  Booster | 0.74% |
| 17 | ANZ Investments OneAnswer Conservative Balanced Fund PIE · capped at PIR (max 28%) conservative balanced Diversified | ANZ Investments | 0.75% |
| 18 | QuayStreet Income Fund PIE · capped at PIR (max 28%) income Diversified |  QuayStreet | 0.77% |
| 19 | AMP Aggressive Managed Fund PIE · capped at PIR (max 28%) aggressive Diversified |  AMP | 0.80% |
| 20 | AMP Balanced Managed Fund PIE · capped at PIR (max 28%) balanced Diversified | AMP | 0.81% |
| 21 | AMP Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified | AMP | 0.81% |
| 22 | Booster Wealth Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Booster | 0.83% |
| 23 | Milford Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Milford | 0.85% |
| 24 | Summer Conservative Selection PIE · capped at PIR (max 28%) conservative Diversified |  Summer | 0.87% |
| 25 | ANZ Investments OneAnswer Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | ANZ Investments | 0.90% |
| 26 | SBS Wealth Conservative Strategy PIE · capped at PIR (max 28%) conservative Diversified |  SBS Wealth | 0.90% |
| 27 | Booster Wealth Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Booster | 0.91% |
| 28 | ANZ Investments OneAnswer Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified | ANZ Investments | 0.95% |
| 29 | ANZ Investments OneAnswer Growth Fund PIE · capped at PIR (max 28%) growth Diversified | ANZ Investments | 0.95% |
| 30 | ANZ Investments OneAnswer High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | ANZ Investments | 0.95% |
| 31 | Booster Wealth High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 0.96% |
| 32 | Clarity Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified |  Clarity | 0.96% |
| 33 | Lifetime Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified |  Lifetime | 0.99% |
| 34 | Lifetime Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Lifetime | 0.99% |
| 35 | Lifetime Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Lifetime | 0.99% |
| 36 | Mint Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified |  Mint | 1.01% |
| 37 | Summer Balanced Selection PIE · capped at PIR (max 28%) balanced Diversified | Summer | 1.02% |
| 38 | Summer Growth Selection PIE · capped at PIR (max 28%) growth Diversified | Summer | 1.02% |
| 39 | SBS Wealth Balanced Strategy PIE · capped at PIR (max 28%) balanced Diversified | SBS Wealth | 1.03% |
| 40 | Harbour Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified | Harbour | 1.04% |
| 41 | Milford Active Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Milford | 1.05% |
| 42 | Milford Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Milford | 1.05% |
| 43 | Milford Aggressive Fund PIE · capped at PIR (max 28%) aggressive Diversified | Milford | 1.15% |
| 44 | Clarity Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Clarity | 1.16% |
| 45 | Octagon Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified |  Octagon | 1.17% |
| 46 | SBS Wealth Growth Strategy PIE · capped at PIR (max 28%) growth Diversified | SBS Wealth | 1.17% |
| 47 | SBS Wealth High Growth Strategy PIE · capped at PIR (max 28%) aggressive Diversified | SBS Wealth | 1.17% |
| 48 | Castle Point 5 Oceans Fund PIE · capped at PIR (max 28%) balanced Diversified |  Castle Point | 1.18% |
| 49 | NZ Funds Wealth Builder - Income Strategy PIE · capped at PIR (max 28%) income Diversified |  NZ Funds | 1.20% |
| 50 | Mint Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Mint | 1.21% |
| 51 | Mercer Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified |  Mercer | 1.25% |
| 52 | Mercer Income Generator Fund PIE · capped at PIR (max 28%) income Diversified | Mercer | 1.28% |
| 53 | Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified |  Pathfinder | 1.31% |
| 54 | Booster Socially Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Booster | 1.33% |
| 55 | Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified | Booster | 1.34% |
| 56 | Fisher Funds Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified |  Fisher Funds | 1.35% |
| 57 | Generate Focused Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified |  Generate | 1.35% |
| 58 | Booster Wealth Geared Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 1.35% |
| 59 | Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical aggressive Diversified | Booster | 1.35% |
| 60 | Lifetime Retirement Income Fund PIE · capped at PIR (max 28%) income Diversified | Lifetime | 1.36% |
| 61 | Booster Shielded Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Booster | 1.41% |
| 62 | Fisher Funds Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Fisher Funds | 1.46% |
| 63 | ACI Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | A ACI | 1.50% |
| 64 | NZ Funds Wealth Builder - Inflation Strategy PIE · capped at PIR (max 28%) balanced Diversified | NZ Funds | 1.58% |
| 65 | ACI Growth Fund PIE · capped at PIR (max 28%) growth Diversified | A ACI | 1.61% |
| 66 | NZ Funds Income Generator PIE · capped at PIR (max 28%) income Diversified | NZ Funds | 1.67% |
| 67 | NZ Funds Wealth Builder - Growth Strategy PIE · capped at PIR (max 28%) growth Diversified | NZ Funds | 2.14% |
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 Australasian-equity 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.