Mechanical screen
NZ index-tracking managed funds
These are the funds in our coverage that track a published index rather than employ active stock-picking. We identify index funds via the manager's own labelling and the fund's strategy summary. Sorted by annual fund charge from lowest to highest.
- Filter
- Strategy = passive / index-tracking
- Funds matching
- 49
- 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 US 500 Fund PIE · capped at PIR (max 28%) International Equities |  Foundation Series | 0.03% |
| 2 | Foundation Series Hedged US 500 Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Foundation Series | 0.03% |
| 3 | Foundation Series US Dividend Equity Fund PIE · capped at PIR (max 28%) International Equities | Foundation Series | 0.06% |
| 4 | Foundation Series Total World Fund PIE · capped at PIR (max 28%) International Equities | Foundation Series | 0.07% |
| 5 | Foundation Series Hedged Total World Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Foundation Series | 0.07% |
| 6 | Foundation Series Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Foundation Series | 0.10% |
| 7 | Foundation Series Nasdaq-100 Fund PIE · capped at PIR (max 28%) Thematic International Equities | Foundation Series | 0.15% |
| 8 | Smart S&P/NZX 50 ETF PIE · capped at PIR (max 28%) ETF · NZG Australasian Equities |  Smartshares | 0.20% |
| 9 | Vanguard International Shares Select Exclusions Index Fund FIF · file IR3 each year International Equities |  Vanguard | 0.20% |
| 10 | Harbour NZ Index Shares Fund PIE · capped at PIR (max 28%) Australasian Equities |  Harbour | 0.21% |
| 11 | Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class FIF · file IR3 each year NZD hedged International Equities | Vanguard | 0.26% |
| 12 | Smart Australian Top 200 ETF PIE · capped at PIR (max 28%) ETF · AUS Australasian Equities | Smartshares | 0.30% |
| 13 | Smart Global Aggregate Bond ETF PIE · capped at PIR (max 28%) ETF · AGG International FI | Smartshares | 0.30% |
| 14 | Smart US 500 ETF PIE · capped at PIR (max 28%) ETF · USF International Equities | Smartshares | 0.34% |
| 15 | Smart US ESG ETF PIE · capped at PIR (max 28%) ETF · USA Responsible / ethical International Equities | Smartshares | 0.34% |
| 16 | Foundation Series Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Foundation Series | 0.36% |
| 17 | Mercer NZ Shares Passive Fund PIE · capped at PIR (max 28%) Australasian Equities |  Mercer | 0.36% |
| 18 | Foundation Series High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Foundation Series | 0.37% |
| 19 | Foundation Series Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Foundation Series | 0.38% |
| 20 | Smart Total World ETF PIE · capped at PIR (max 28%) ETF · TWF International Equities | Smartshares | 0.40% |
| 21 | Mercer All Country Global Shares Index Fund PIE · capped at PIR (max 28%) International Equities | Mercer | 0.43% |
| 22 | Mercer Responsible Hedged Global Fixed Interest Index Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI | Mercer | 0.43% |
| 23 | Smart NZ Top 50 ETF PIE · capped at PIR (max 28%) ETF · FNZ Australasian Equities | Smartshares | 0.50% |
| 24 | Smart US Large Growth ETF PIE · capped at PIR (max 28%) ETF · USG International Equities | Smartshares | 0.51% |
| 25 | Smart US Large Value ETF PIE · capped at PIR (max 28%) ETF · USV International Equities | Smartshares | 0.51% |
| 26 | Smart US Mid Cap ETF PIE · capped at PIR (max 28%) ETF · USM International Equities | Smartshares | 0.51% |
| 27 | Smart US Small Cap ETF PIE · capped at PIR (max 28%) ETF · USS International Equities | Smartshares | 0.51% |
| 28 | Smart Australian Dividend ETF PIE · capped at PIR (max 28%) ETF · ASD Australasian Equities | Smartshares | 0.54% |
| 29 | Smart Australian Financials ETF PIE · capped at PIR (max 28%) ETF · ASF Australasian Equities | Smartshares | 0.54% |
| 30 | Smart Australian Resources ETF PIE · capped at PIR (max 28%) ETF · ASR Australasian Equities | Smartshares | 0.54% |
| 31 | Smart NZ Dividend ETF PIE · capped at PIR (max 28%) ETF · DIV Australasian Equities | Smartshares | 0.54% |
| 32 | Smart Global ESG ETF PIE · capped at PIR (max 28%) ETF · ESG Responsible / ethical International Equities | Smartshares | 0.54% |
| 33 | Smart Global Bond ETF PIE · capped at PIR (max 28%) ETF · GBF International FI | Smartshares | 0.54% |
| 34 | Smart Australian Property ETF PIE · capped at PIR (max 28%) ETF · ASP Listed Property | Smartshares | 0.54% |
| 35 | Smart NZ Property ETF PIE · capped at PIR (max 28%) ETF · NPF Listed Property | Smartshares | 0.54% |
| 36 | Smart NZ Bond ETF PIE · capped at PIR (max 28%) ETF · NZB NZ Fixed Interest | Smartshares | 0.54% |
| 37 | Smart Asia Pacific ETF PIE · capped at PIR (max 28%) ETF · APA International Equities | Smartshares | 0.55% |
| 38 | Smart Europe ESG ETF PIE · capped at PIR (max 28%) ETF · EUG Responsible / ethical International Equities | Smartshares | 0.55% |
| 39 | Smart Europe ETF PIE · capped at PIR (max 28%) ETF · EUF International Equities | Smartshares | 0.55% |
| 40 | Smart Japan ESG ETF PIE · capped at PIR (max 28%) ETF · JPN Responsible / ethical International Equities | Smartshares | 0.55% |
| 41 | Smart Bitcoin ETF PIE · capped at PIR (max 28%) ETF · BTC Thematic Other | Smartshares | 0.55% |
| 42 | Smart Emerging Markets ESG ETF PIE · capped at PIR (max 28%) ETF · EMG Responsible / ethical International Equities | Smartshares | 0.59% |
| 43 | Smart Emerging Markets ETF PIE · capped at PIR (max 28%) ETF · EMF International Equities | Smartshares | 0.59% |
| 44 | Smart Australian Top 20 ETF PIE · capped at PIR (max 28%) ETF · OZY Australasian Equities | Smartshares | 0.60% |
| 45 | Smart NZ Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MDZ Australasian Equities | Smartshares | 0.60% |
| 46 | Smart NZ Top 10 ETF PIE · capped at PIR (max 28%) ETF · TNZ Australasian Equities | Smartshares | 0.60% |
| 47 | Smart Australian Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MZY Australasian Equities | Smartshares | 0.75% |
| 48 | Smart Automation and Robotics ETF PIE · capped at PIR (max 28%) ETF · BOT Thematic International Equities | Smartshares | 0.75% |
| 49 | Smart Healthcare Innovation ETF PIE · capped at PIR (max 28%) ETF · LIV Thematic International Equities | Smartshares | 0.75% |
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 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.