Mechanical screen

Diversified (multi-asset) managed funds ordered by AUM (largest first)

These are the diversified funds in our coverage with disclosed fund size, sorted from largest to smallest. AUM is taken from the most recent Quarterly Fund Update.

Filter: Category = diversified & AUM disclosed
Funds matching: 67
Sorted by: Fund size (desc)

Last refreshed 2026-07-13 · Sourced from FMA Disclose via Sorted Smart Investor. How this list is built

#	Fund	Manager	Annual fund charge	Peer-avg fee	Fund size
1	Milford Active Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Milford	1.05%	1.29%	NZ$5.98b
2	Milford Aggressive Fund PIE · capped at PIR (max 28%) aggressive Diversified	Milford	1.15%	0.91%	NZ$3.69b
3	Milford Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified	Milford	0.65%	0.89%	NZ$3.50b
4	Milford Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified	Milford	1.05%	1.10%	NZ$2.52b
5	Simplicity Growth Investment Fund PIE · capped at PIR (max 28%) growth Diversified	Simplicity	0.25%	1.29%	NZ$1.29b
6	Milford Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified	Milford	0.85%	0.89%	NZ$939m
7	ANZ Investments OneAnswer Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified	ANZ Investments	0.90%	1.10%	NZ$927m
8	Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical aggressive Diversified	Booster	1.35%	0.85%	NZ$873m
9	Simplicity Balanced Investment Fund PIE · capped at PIR (max 28%) balanced Diversified	Simplicity	0.25%	1.10%	NZ$738m
10	Kernel High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified	Kernel	0.25%	0.85%	NZ$530m
11	ANZ Investments OneAnswer Conservative Balanced Fund PIE · capped at PIR (max 28%) conservative balanced Diversified	ANZ Investments	0.75%	0.89%	NZ$529m
12	Simplicity High Growth Investment Fund PIE · capped at PIR (max 28%) aggressive Diversified	Simplicity	0.25%	0.91%	NZ$509m
13	SBS Wealth Growth Strategy PIE · capped at PIR (max 28%) growth Diversified	SBS Wealth	1.17%	0.85%	NZ$477m
14	SBS Wealth High Growth Strategy PIE · capped at PIR (max 28%) aggressive Diversified	SBS Wealth	1.17%	0.85%	NZ$477m
15	Booster Socially Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified	Booster	1.33%	0.91%	NZ$427m
16	Harbour Sustainable Impact Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified	Harbour	0.27%	0.91%	NZ$380m
17	QuayStreet Income Fund PIE · capped at PIR (max 28%) income Diversified	QuayStreet	0.77%	0.65%	NZ$329m
18	Fisher Funds Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Fisher Funds	1.46%	1.29%	NZ$319m
19	Harbour Income Fund PIE · capped at PIR (max 28%) income Diversified	Harbour	0.66%	1.10%	NZ$294m
20	Simplicity Conservative Investment Fund PIE · capped at PIR (max 28%) conservative Diversified	Simplicity	0.25%	0.89%	NZ$169m
21	Summer Balanced Selection PIE · capped at PIR (max 28%) balanced Diversified	Summer	1.02%	0.91%	NZ$125m
22	Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified	Booster	1.34%	1.07%	NZ$123m
23	Generate Focused Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified	Generate	1.35%	0.91%	NZ$118m
24	Fisher Funds Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified	Fisher Funds	1.35%	0.89%	NZ$116m
25	Lifetime Retirement Income Fund PIE · capped at PIR (max 28%) income Diversified	Lifetime	1.36%	1.10%	NZ$115m
26	Summer Growth Selection PIE · capped at PIR (max 28%) growth Diversified	Summer	1.02%	1.07%	NZ$111m
27	ANZ Investments OneAnswer Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified	ANZ Investments	0.63%	0.89%	NZ$104m
28	Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified	Pathfinder	1.31%	1.29%	NZ$98m
29	Castle Point 5 Oceans Fund PIE · capped at PIR (max 28%) balanced Diversified	Castle Point	1.18%	1.10%	NZ$79m
30	Simplicity Homes and Income Investment Fund PIE · capped at PIR (max 28%) balanced Diversified	Simplicity	0.25%	0.89%	NZ$68m
31	ANZ Investments OneAnswer High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified	ANZ Investments	0.95%	0.85%	NZ$67m
32	Foundation Series Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Foundation Series	0.38%	1.29%	NZ$62m
33	NZ Funds Wealth Builder - Growth Strategy PIE · capped at PIR (max 28%) growth Diversified	NZ Funds	2.14%	0.91%	NZ$58m
34	Harbour Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified	Harbour	1.04%	1.29%	NZ$58m
35	Mint Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Mint	1.21%	1.29%	NZ$46m
36	ANZ Investments OneAnswer Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified	ANZ Investments	0.95%	1.29%	NZ$46m
37	ANZ Investments OneAnswer Growth Fund PIE · capped at PIR (max 28%) growth Diversified	ANZ Investments	0.95%	1.29%	NZ$46m
38	Foundation Series Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified	Foundation Series	0.36%	1.10%	NZ$46m
39	Kernel Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified	Kernel	0.25%	0.91%	NZ$45m
40	AMP Balanced Managed Fund PIE · capped at PIR (max 28%) balanced Diversified	AMP	0.81%	1.10%	NZ$45m
41	AMP Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified	AMP	0.81%	1.29%	NZ$44m
42	Mint Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified	Mint	1.01%	0.89%	NZ$41m
43	Octagon Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified	Octagon	1.17%	1.10%	NZ$37m
44	Mercer Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified	Mercer	1.25%	1.10%	NZ$28m
45	NZ Funds Wealth Builder - Inflation Strategy PIE · capped at PIR (max 28%) balanced Diversified	NZ Funds	1.58%	1.29%	NZ$23m
46	Mercer Income Generator Fund PIE · capped at PIR (max 28%) income Diversified	Mercer	1.28%	1.10%	NZ$21m
47	NZ Funds Wealth Builder - Income Strategy PIE · capped at PIR (max 28%) income Diversified	NZ Funds	1.20%	0.65%	NZ$20m
48	SBS Wealth Balanced Strategy PIE · capped at PIR (max 28%) balanced Diversified	SBS Wealth	1.03%	1.10%	NZ$17m
49	NZ Funds Income Generator PIE · capped at PIR (max 28%) income Diversified	NZ Funds	1.67%	0.91%	NZ$16m
50	Booster Shielded Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Booster	1.41%	0.85%	NZ$15m
51	Kernel Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified	Kernel	0.25%	0.89%	NZ$14m
52	AMP Aggressive Managed Fund PIE · capped at PIR (max 28%) aggressive Diversified	AMP	0.80%	0.91%	NZ$12m
53	Booster Wealth Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified	Booster	0.83%	1.10%	NZ$12m
54	Summer Conservative Selection PIE · capped at PIR (max 28%) conservative Diversified	Summer	0.87%	0.86%	NZ$10m
55	Foundation Series High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified	Foundation Series	0.37%	0.91%	NZ$10m
56	Lifetime Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified	Lifetime	0.99%	1.10%	NZ$10m
57	Clarity Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Clarity	1.16%	0.91%	NZ$9m
58	ACI Growth Fund PIE · capped at PIR (max 28%) growth Diversified	A ACI	1.61%	1.29%	NZ$8m
59	Booster Wealth Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Booster	0.91%	1.29%	NZ$7m
60	Clarity Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified	Clarity	0.96%	0.89%	NZ$5m
61	ACI Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified	A ACI	1.50%	0.89%	NZ$4m
62	Booster Wealth High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified	Booster	0.96%	0.91%	NZ$4m
63	Lifetime Growth Fund PIE · capped at PIR (max 28%) growth Diversified	Lifetime	0.99%	1.29%	NZ$3m
64	Booster Wealth Moderate Fund PIE · capped at PIR (max 28%) conservative Diversified	Booster	0.74%	1.10%	NZ$3m
65	Booster Wealth Geared Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified	Booster	1.35%	0.91%	NZ$3m
66	Lifetime Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified	Lifetime	0.99%	0.89%	NZ$2m
67	SBS Wealth Conservative Strategy PIE · capped at PIR (max 28%) conservative Diversified	SBS Wealth	0.90%	0.89%	NZ$2m

Other mechanical screens

NZ managed funds with annual fund charges below 0.75%NZ managed funds with a growth or aggressive risk profile NZ managed funds with a conservative or moderate risk profile NZ index-tracking managed funds NZ managed funds with a responsible-investment label NZ diversified (multi-asset) managed funds Build your own filter →

Per-asset-class Q&A

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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 fund size descending (largest first); funds with no AUM 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.