Mechanical screen
NZ managed funds with a growth or aggressive risk profile
These are the funds in our coverage with a growth or aggressive risk profile — typically 80–100% growth assets (shares + listed property) and 0–20% income assets (bonds + cash). Sorted by annual fund charge from lowest to highest. Risk profile is taken from the FMA Disclose register.
- Filter
- Risk profile = growth or aggressive
- Funds matching
- 69
- 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 Share Fund PIE · capped at PIR (max 28%) growth Australasian Equities |  Simplicity | 0.10% |
| 2 | Simplicity Hedged Global Share Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Simplicity | 0.15% |
| 3 | Simplicity Unhedged Global Share Fund PIE · capped at PIR (max 28%) growth International Equities | Simplicity | 0.15% |
| 4 | BetaShares Australia 200 Fund PIE · capped at PIR (max 28%) growth Australasian Equities |  BetaShares | 0.23% |
| 5 | Simplicity Growth Investment Fund PIE · capped at PIR (max 28%) growth Diversified | Simplicity | 0.25% |
| 6 | Simplicity High Growth Investment Fund PIE · capped at PIR (max 28%) aggressive Diversified | Simplicity | 0.25% |
| 7 | Kernel High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified |  Kernel | 0.25% |
| 8 | Kernel S&P Global 100 Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 9 | Kernel S&P Global 100 (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Kernel | 0.25% |
| 10 | Kernel S&P 500 (Unhedged) Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 11 | Kernel S&P 500 (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Kernel | 0.25% |
| 12 | Kernel World ex-US Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 13 | Kernel Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities | Kernel | 0.25% |
| 14 | Kernel S&P Global Dividend Aristocrats Fund PIE · capped at PIR (max 28%) Thematic growth International Equities | Kernel | 0.25% |
| 15 | Kernel NZ 20 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 16 | Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | Kernel | 0.25% |
| 17 | Kernel NZ Small & Mid Cap Opportunities Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 18 | Kernel Australia 100 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 19 | Foundation Series High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified |  Foundation Series | 0.37% |
| 20 | Foundation Series Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Foundation Series | 0.38% |
| 21 | Schroder Sustainable Global Core PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Schroders | 0.39% |
| 22 | Schroder Sustainable Global Core PIE Fund (Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | Schroders | 0.39% |
| 23 | Kernel Emerging Markets Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.45% |
| 24 | Kernel S&P Global Clean Energy Fund PIE · capped at PIR (max 28%) Responsible / ethical Thematic aggressive International Equities | Kernel | 0.45% |
| 25 | BetaShares Global Quality Leaders Fund PIE · capped at PIR (max 28%) growth International Equities | BetaShares | 0.49% |
| 26 | BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.59% |
| 27 | Stewart Investors Worldwide Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Stewart Investors | 0.61% |
| 28 | BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.67% |
| 29 | BetaShares Global Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities | BetaShares | 0.77% |
| 30 | BetaShares Global Sustainability Leaders Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | BetaShares | 0.79% |
| 31 | AMP Aggressive Managed Fund PIE · capped at PIR (max 28%) aggressive Diversified |  AMP | 0.80% |
| 32 | AMP Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified | AMP | 0.81% |
| 33 | Pella Global Generations PIE Fund PIE · capped at PIR (max 28%) growth International Equities |  Pella | 0.85% |
| 34 | Booster Wealth Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  Booster | 0.91% |
| 35 | Brandywine Global Opportunistic Equity Fund PIE · capped at PIR (max 28%) growth International Equities |  Brandywine | 0.93% |
| 36 | ANZ Investments OneAnswer Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  ANZ Investments | 0.95% |
| 37 | ANZ Investments OneAnswer High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | ANZ Investments | 0.95% |
| 38 | Booster Wealth High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 0.96% |
| 39 | Lifetime Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  Lifetime | 0.99% |
| 40 | Summer Australian Equities PIE · capped at PIR (max 28%) growth Australasian Equities |  Summer | 1.02% |
| 41 | Summer Global Equities PIE · capped at PIR (max 28%) growth International Equities | Summer | 1.02% |
| 42 | Summer Growth Selection PIE · capped at PIR (max 28%) growth Diversified | Summer | 1.02% |
| 43 | Milford Active Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  Milford | 1.05% |
| 44 | Clarity Dividend Yield Fund PIE · capped at PIR (max 28%) growth International Equities |  Clarity | 1.06% |
| 45 | Clarity Global Shares Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.06% |
| 46 | Clarity New Zealand Equity Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Clarity | 1.06% |
| 47 | Clarity Trans-Tasman Value Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Clarity | 1.06% |
| 48 | Aurellan Global Shares Fund PIE · capped at PIR (max 28%) growth International Equities | A Aurellan | 1.12% |
| 49 | Aurellan Hedged Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | A Aurellan | 1.12% |
| 50 | Milford Aggressive Fund PIE · capped at PIR (max 28%) aggressive Diversified | Milford | 1.15% |
| 51 | Clarity Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Clarity | 1.16% |
| 52 | SBS Wealth Growth Strategy PIE · capped at PIR (max 28%) growth Diversified |  SBS Wealth | 1.17% |
| 53 | SBS Wealth High Growth Strategy PIE · capped at PIR (max 28%) aggressive Diversified | SBS Wealth | 1.17% |
| 54 | SBS Wealth World Equity Portfolio PIE · capped at PIR (max 28%) growth International Equities | SBS Wealth | 1.18% |
| 55 | SBS Wealth Australasian Equity Portfolio PIE · capped at PIR (max 28%) growth Australasian Equities | SBS Wealth | 1.20% |
| 56 | Mint Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  Mint | 1.21% |
| 57 | Clarity - Capital Group New Perspective Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.21% |
| 58 | Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified |  Pathfinder | 1.31% |
| 59 | Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified | Booster | 1.34% |
| 60 | Generate Focused Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified |  Generate | 1.35% |
| 61 | Booster Wealth Geared Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 1.35% |
| 62 | Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical aggressive Diversified | Booster | 1.35% |
| 63 | Booster Shielded Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Booster | 1.41% |
| 64 | Fisher Funds Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  Fisher Funds | 1.46% |
| 65 | ACI Growth Fund PIE · capped at PIR (max 28%) growth Diversified | A ACI | 1.61% |
| 66 | NZ Funds Wealth Builder - Growth Strategy PIE · capped at PIR (max 28%) growth Diversified |  NZ Funds | 2.14% |
| 67 | NZ Funds New Zealand and Australian Shares PIE · capped at PIR (max 28%) growth Australasian Equities | NZ Funds | 2.52% |
| 68 | NZ Funds Global Shares PIE · capped at PIR (max 28%) growth International Equities | NZ Funds | 3.12% |
| 69 | Plato Global Alpha PIE Fund PIE · capped at PIR (max 28%) growth International Equities |  Plato | — |
Other mechanical screens
NZ managed funds with annual fund charges below 0.75%NZ managed funds with a conservative or moderate risk profileNZ index-tracking managed fundsNZ managed funds with a responsible-investment labelNZ diversified (multi-asset) managed fundsNZ 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.