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: 75
Sorted by: Annual fund charge (asc)

Last refreshed 2026-10-10 · Sourced from FMA Disclose via Sorted Smart Investor.How this list is built

#	Fund	Manager	Annual fund charge	Peer-avg fee	Fund size
1	Simplicity NZ Share Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Simplicity	0.10%	0.91%	NZ$1.42b
2	Simplicity Hedged Global Share Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	Simplicity	0.15%	0.91%	NZ$2.66b
3	Simplicity Unhedged Global Share Fund PIE · capped at PIR (max 28%)growth International Equities	Simplicity	0.15%	0.91%	NZ$2.73b
4	BetaShares Australia 200 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	BetaShares	0.23%	0.91%	NZ$54m
5	Simplicity Growth Investment Fund PIE · capped at PIR (max 28%)growth Diversified	Simplicity	0.25%	1.29%	NZ$1.29b
6	Simplicity High Growth Investment Fund PIE · capped at PIR (max 28%)aggressive Diversified	Simplicity	0.25%	0.91%	NZ$509m
7	Kernel High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Kernel	0.25%	0.85%	NZ$530m
8	Kernel S&P Global 100 Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.25%	0.91%	NZ$778m
9	Kernel S&P Global 100 (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	Kernel	0.25%	0.91%	NZ$230m
10	Kernel S&P 500 (Unhedged) Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.25%	0.85%	NZ$28m
11	Kernel S&P 500 (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	Kernel	0.25%	0.85%	NZ$33m
12	Kernel World ex-US Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.25%	0.85%	NZ$9m
13	Kernel Global ESG Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	Kernel	0.25%	0.85%	NZ$13m
14	Kernel S&P Global Dividend Aristocrats Fund PIE · capped at PIR (max 28%)Thematicgrowth International Equities	Kernel	0.25%	0.85%	NZ$5m
15	Kernel NZ 20 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.85%	NZ$2m
16	Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	Kernel	0.25%	0.85%	NZ$1m
17	Kernel NZ Small & Mid Cap Opportunities Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.85%	NZ$863061
18	Kernel Australia 100 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.91%	NZ$53m
19	Foundation Series High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Foundation Series	0.37%	0.91%	NZ$10m
20	Foundation Series Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Foundation Series	0.38%	1.29%	NZ$62m
21	Schroder Sustainable Global Core PIE Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	Schroders	0.39%	0.91%	NZ$946m
22	Schroder Sustainable Global Core PIE Fund (Hedged) PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth International Equities	Schroders	0.39%	0.91%	NZ$732m
23	Kernel Emerging Markets Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.45%	0.85%	NZ$4m
24	Kernel S&P Global Clean Energy Fund PIE · capped at PIR (max 28%)Responsible / ethicalThematicaggressive International Equities	Kernel	0.45%	0.85%	NZ$2m
25	BetaShares Global Quality Leaders Fund PIE · capped at PIR (max 28%)growth International Equities	BetaShares	0.49%	0.91%	NZ$19m
26	BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	BetaShares	0.59%	0.91%	NZ$34m
27	Stewart Investors Worldwide Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	Stewart Investors	0.61%	0.91%	NZ$12m
28	BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	BetaShares	0.67%	0.91%	NZ$15m
29	BetaShares Global Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	BetaShares	0.77%	0.91%	NZ$118m
30	BetaShares Global Sustainability Leaders Fund (NZD Hedged) PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth International Equities	BetaShares	0.79%	0.91%	NZ$42m
31	AMP Aggressive Managed Fund PIE · capped at PIR (max 28%)aggressive Diversified	AMP	0.80%	0.91%	NZ$12m
32	AMP Growth Managed Fund PIE · capped at PIR (max 28%)growth Diversified	AMP	0.81%	1.29%	NZ$44m
33	Pella Global Generations PIE Fund PIE · capped at PIR (max 28%)growth International Equities	Pella	0.85%	0.91%	NZ$64m
34	Booster Wealth Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Booster	0.91%	1.29%	NZ$7m
35	Brandywine Global Opportunistic Equity Fund PIE · capped at PIR (max 28%)growth International Equities	Brandywine	0.93%	0.91%	NZ$410m
36	ANZ Investments OneAnswer High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	ANZ Investments	0.95%	0.85%	NZ$67m
37	Booster Wealth High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Booster	0.96%	0.91%	NZ$4m
38	ANZ Investments OneAnswer Growth Fund PIE · capped at PIR (max 28%)growth Diversified	ANZ Investments	0.98%	1.12%	NZ$439m
39	Harbour Epoch Global Quality Select Equity Fund PIE · capped at PIR (max 28%)growth International Equities	Harbour	0.98%	0.96%	NZ$214m
40	Lifetime Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Lifetime	0.99%	1.29%	NZ$3m
41	Harbour Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Harbour	1.00%	1.12%	NZ$15m
42	Harbour Epoch Global Quality Select Equity (Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	Harbour	1.01%	0.96%	NZ$91m
43	Summer Australian Equities PIE · capped at PIR (max 28%)growth Australasian Equities	Summer	1.02%	0.85%	NZ$17m
44	Summer Global Equities PIE · capped at PIR (max 28%)growth International Equities	Summer	1.02%	0.85%	NZ$43m
45	Summer Growth Selection PIE · capped at PIR (max 28%)growth Diversified	Summer	1.02%	1.07%	NZ$111m
46	Milford Active Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Milford	1.05%	1.29%	NZ$5.98b
47	Clarity Dividend Yield Fund PIE · capped at PIR (max 28%)growth International Equities	Clarity	1.06%	0.91%	NZ$127m
48	Clarity Global Shares Fund PIE · capped at PIR (max 28%)growth International Equities	Clarity	1.06%	0.91%	NZ$208m
49	Clarity New Zealand Equity Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Clarity	1.06%	0.91%	NZ$13m
50	Clarity Trans-Tasman Value Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Clarity	1.06%	0.91%	NZ$133m
51	Aurellan Global Shares Fund PIE · capped at PIR (max 28%)growth International Equities	AAurellan	1.12%	0.91%	NZ$22m
52	Aurellan Hedged Global Shares Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	AAurellan	1.12%	0.91%	NZ$27m
53	Milford Aggressive Fund PIE · capped at PIR (max 28%)aggressive Diversified	Milford	1.15%	0.91%	NZ$3.69b
54	Clarity Diversified Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Clarity	1.16%	0.91%	NZ$9m
55	SBS Wealth Growth Strategy PIE · capped at PIR (max 28%)growth Diversified	SBS Wealth	1.17%	0.85%	NZ$477m
56	SBS Wealth High Growth Strategy PIE · capped at PIR (max 28%)aggressive Diversified	SBS Wealth	1.17%	0.85%	NZ$477m
57	SBS Wealth World Equity Portfolio PIE · capped at PIR (max 28%)growth International Equities	SBS Wealth	1.18%	0.91%	NZ$94m
58	SBS Wealth Australasian Equity Portfolio PIE · capped at PIR (max 28%)growth Australasian Equities	SBS Wealth	1.20%	0.91%	NZ$30m
59	Mint Diversified Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Mint	1.21%	1.29%	NZ$46m
60	Clarity - Capital Group New Perspective Fund PIE · capped at PIR (max 28%)growth International Equities	Clarity	1.21%	0.91%	NZ$155m
61	Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Diversified	Pathfinder	1.31%	1.29%	NZ$98m
62	Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Diversified	Booster	1.34%	1.07%	NZ$123m
63	Generate Focused Growth Managed Fund PIE · capped at PIR (max 28%)growth Diversified	Generate	1.35%	0.91%	NZ$118m
64	Booster Wealth Geared Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Booster	1.35%	0.91%	NZ$3m
65	Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%)Responsible / ethicalaggressive Diversified	Booster	1.35%	0.85%	NZ$873m
66	Booster Shielded Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Booster	1.41%	0.85%	NZ$15m
67	Fisher Funds Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Fisher Funds	1.46%	1.29%	NZ$319m
68	ACI Growth Fund PIE · capped at PIR (max 28%)growth Diversified	AACI	1.61%	1.29%	NZ$8m
69	NZ Funds Wealth Builder - Growth Strategy PIE · capped at PIR (max 28%)growth Diversified	NZ Funds	2.14%	0.91%	NZ$58m
70	NZ Funds New Zealand and Australian Shares PIE · capped at PIR (max 28%)growth Australasian Equities	NZ Funds	2.52%	1.29%	NZ$194m
71	NZ Funds Global Shares PIE · capped at PIR (max 28%)growth International Equities	NZ Funds	3.12%	0.91%	NZ$176m
72	Fisher Funds Aggressive Fund PIE · capped at PIR (max 28%)aggressive Diversified	Fisher Funds	—	—	—
73	Kernel Global ESG (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth International Equities	Kernel	—	—	—
74	Kernel World ex-US (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	Kernel	—	—	—
75	Plato Global Alpha PIE Fund PIE · capped at PIR (max 28%)growth International Equities	Plato	—	—	NZ$0

Other mechanical screens

NZ managed funds with annual fund charges below 0.75%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 NZ Australasian-equity 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 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.