Q&A
International Equities in New Zealand
Four questions investors most often ask about international equities funds in the ManagedFundsNZ coverage. Numbers are computed at build time from the FMA Disclose register and checked at publish.
What is a international equities fund?
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
What annual fee should you expect to pay?
Annual fund charges in this category sit between 0.03% and 4.38% per annum, with a median of 0.62% across the 84 international equities funds where the FMA Disclose register publishes a charge. Annual fund charge covers the management fee and underlying fund expenses. Performance fees and transaction spreads sit on top of this number.
What's the FMA risk-indicator range?
Funds in this category carry FMA risk indicators between 4 and 7 on the 1-to-7 standard scale (where 1 is the lowest historical volatility band and 7 the highest), measured across the 85 funds in the category that publish a risk-indicator value. The FMA's risk indicator is a backwards-looking measure of return volatility — it does not predict future loss.
Who are the active providers?
35 fund managers run at least one international equities fund in our coverage.
- Smartshares16 funds
- Kernel11 funds
- Foundation Series7 funds
- Mercer5 funds
- Harbour4 funds
- Russell Investments4 funds
- BetaShares3 funds
- Clarity3 funds
- Amova2 funds
- ANZ Investments2 funds
- Aurellan2 funds
- Dimensional2 funds
- Fisher Funds2 funds
- NZ Funds2 funds
- Pathfinder2 funds
- Pie Funds2 funds
- Schroders2 funds
- Simplicity2 funds
- Vanguard2 funds
- AMP1 fund
- Antipodes1 fund
- Brandywine1 fund
- Elevation Capital1 fund
- Ellerston1 fund
- Evidential1 fund
- Hyperion1 fund
- India Avenue1 fund
- Lighthouse1 fund
- Milford1 fund
- Pella1 fund
- Plato1 fund
- SBS Wealth1 fund
- Stewart Investors1 fund
- Summer1 fund
- Te Ahumairangi1 fund