Mechanical screen

NZ managed funds ordered by AUM (largest first)

These are the funds in our coverage with disclosed fund size (assets under management), sorted from largest to smallest. AUM is taken from the most recent Quarterly Fund Update on the FMA Disclose register via Sorted Smart Investor.

Filter: AUM is disclosed
Funds matching: 283
Sorted by: Fund size (desc)

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	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	Hunter Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI	HHunter	0.53%	0.65%	NZ$2.95b
5	Simplicity Unhedged Global Share Fund PIE · capped at PIR (max 28%)growth International Equities	Simplicity	0.15%	0.91%	NZ$2.73b
6	Simplicity Hedged Global Share Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	Simplicity	0.15%	0.91%	NZ$2.66b
7	Milford Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	Milford	1.05%	1.10%	NZ$2.52b
8	Milford Global Equity Fund PIE · capped at PIR (max 28%) International Equities	Milford	1.35%	0.91%	NZ$2.26b
9	Milford Trans-Tasman Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	Milford	0.65%	0.65%	NZ$2.14b
10	Simplicity NZ Share Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Simplicity	0.10%	0.91%	NZ$1.42b
11	Simplicity Growth Investment Fund PIE · capped at PIR (max 28%)growth Diversified	Simplicity	0.25%	1.29%	NZ$1.29b
12	Simplicity Hedged Global Bond Fund PIE · capped at PIR (max 28%)NZD hedgedconservative International FI	Simplicity	0.15%	0.65%	NZ$964m
13	Smart US 500 ETF PIE · capped at PIR (max 28%)ETF · USF International Equities	Smartshares	0.34%	0.91%	NZ$963m
14	Schroder Sustainable Global Core PIE Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	Schroders	0.39%	0.91%	NZ$946m
15	Milford Conservative Fund PIE · capped at PIR (max 28%)conservative Diversified	Milford	0.85%	0.89%	NZ$939m
16	ANZ Investments OneAnswer Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	ANZ Investments	0.90%	1.10%	NZ$927m
17	Te Ahumairangi Global Equity Fund PIE · capped at PIR (max 28%) International Equities	Te Ahumairangi	0.62%	0.91%	NZ$889m
18	Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%)Responsible / ethicalaggressive Diversified	Booster	1.35%	0.85%	NZ$873m
19	Milford Trans-Tasman Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Milford	1.05%	0.91%	NZ$848m
20	Kernel S&P Global 100 Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.25%	0.91%	NZ$778m
21	Evidential Sustainable Targeted Factor Fund PIE · capped at PIR (max 28%)Responsible / ethical International Equities	Evidential	0.62%	0.91%	NZ$773m
22	ANZ Investments OneAnswer Balanced Growth Fund PIE · capped at PIR (max 28%)balanced growth Diversified	ANZ Investments	0.93%	1.12%	NZ$754m
23	Russell Investments Hedged Sustainable Global Shares Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International Equities	Russell Investments	0.33%	0.91%	NZ$744m
24	Simplicity Balanced Investment Fund PIE · capped at PIR (max 28%)balanced Diversified	Simplicity	0.25%	1.10%	NZ$738m
25	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
26	Dimensional Global Sustainability PIE Fund (NZD Hedged) PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International Equities	Dimensional	0.40%	0.91%	NZ$686m
27	Harbour NZ Index Shares Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	0.21%	0.91%	NZ$679m
28	Simplicity NZ Bond Fund PIE · capped at PIR (max 28%)conservative NZ Fixed Interest	Simplicity	0.10%	0.65%	NZ$674m
29	Harbour NZ Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	Harbour	0.47%	0.65%	NZ$619m
30	Evidential Sustainable Global Bond Fund PIE · capped at PIR (max 28%)Responsible / ethical International FI	Evidential	0.32%	0.65%	NZ$600m
31	Harbour T. Rowe Price Global Equity Fund PIE · capped at PIR (max 28%) International Equities	Harbour	1.21%	0.91%	NZ$599m
32	Smart NZ Top 50 ETF PIE · capped at PIR (max 28%)ETF · FNZ Australasian Equities	Smartshares	0.50%	0.91%	NZ$573m
33	Russell Investments Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI	Russell Investments	0.58%	0.65%	NZ$564m
34	Amova Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	Amova	0.70%	0.65%	NZ$558m
35	Kernel High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Kernel	0.25%	0.85%	NZ$530m
36	ANZ Investments OneAnswer Conservative Balanced Fund PIE · capped at PIR (max 28%)conservative balanced Diversified	ANZ Investments	0.75%	0.89%	NZ$529m
37	Foundation Series Total World Fund PIE · capped at PIR (max 28%) International Equities	Foundation Series	0.07%	0.91%	NZ$514m
38	Kernel Global Infrastructure Fund PIE · capped at PIR (max 28%)Thematicbalanced Other	Kernel	0.25%	0.91%	NZ$510m
39	Simplicity High Growth Investment Fund PIE · capped at PIR (max 28%)aggressive Diversified	Simplicity	0.25%	0.91%	NZ$509m
40	Smart US Large Growth ETF PIE · capped at PIR (max 28%)ETF · USG International Equities	Smartshares	0.51%	0.91%	NZ$500m
41	SBS Wealth Growth Strategy PIE · capped at PIR (max 28%)growth Diversified	SBS Wealth	1.17%	0.85%	NZ$477m
42	SBS Wealth High Growth Strategy PIE · capped at PIR (max 28%)aggressive Diversified	SBS Wealth	1.17%	0.85%	NZ$477m
43	ANZ Investments OneAnswer Growth Fund PIE · capped at PIR (max 28%)growth Diversified	ANZ Investments	0.98%	1.12%	NZ$439m
44	Pie Global Growth Fund 2 PIE · capped at PIR (max 28%) International Equities	Pie Funds	1.46%	0.96%	NZ$439m
45	Booster Socially Responsible Balanced Fund PIE · capped at PIR (max 28%)Responsible / ethicalbalanced Diversified	Booster	1.33%	0.91%	NZ$427m
46	Brandywine Global Opportunistic Equity Fund PIE · capped at PIR (max 28%)growth International Equities	Brandywine	0.93%	0.91%	NZ$410m
47	Brandywine Global Opportunistic Fixed Income Fund PIE · capped at PIR (max 28%) International FI	Brandywine	0.77%	0.65%	NZ$410m
48	Milford Global Corporate Bond Fund PIE · capped at PIR (max 28%) International FI	Milford	0.85%	0.65%	NZ$407m
49	Mercer Responsible Hedged Global Fixed Interest Index Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International FI	Mercer	0.43%	0.65%	NZ$382m
50	Harbour Sustainable NZ Shares Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Harbour	0.27%	0.91%	NZ$380m
51	Russell Investments Sustainable Global Shares Fund PIE · capped at PIR (max 28%)Responsible / ethical International Equities	Russell Investments	0.33%	0.91%	NZ$364m
52	Russell Investments Global Shares Fund PIE · capped at PIR (max 28%) International Equities	Russell Investments	0.93%	0.91%	NZ$351m
53	Daintree Core Income PIE PIE · capped at PIR (max 28%)conservative International FI	Daintree	0.73%	0.65%	NZ$337m
54	Smart Australian Top 200 ETF PIE · capped at PIR (max 28%)ETF · AUS Australasian Equities	Smartshares	0.30%	0.91%	NZ$332m
55	QuayStreet Income Fund PIE · capped at PIR (max 28%)income Diversified	QuayStreet	0.77%	0.65%	NZ$329m
56	Fisher Funds Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Fisher Funds	1.46%	1.29%	NZ$319m
57	Smart Global ESG ETF PIE · capped at PIR (max 28%)ETF · ESGResponsible / ethical International Equities	Smartshares	0.54%	0.91%	NZ$314m
58	Russell Investments Hedged Global Shares Fund PIE · capped at PIR (max 28%)NZD hedged International Equities	Russell Investments	0.92%	0.91%	NZ$301m
59	Harbour Income Fund PIE · capped at PIR (max 28%)income Diversified	Harbour	0.66%	1.10%	NZ$294m
60	Smart Australian Mid Cap ETF PIE · capped at PIR (max 28%)ETF · MZY Australasian Equities	Smartshares	0.75%	0.91%	NZ$291m
61	Harbour NZ Core Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	Harbour	0.66%	0.65%	NZ$289m
62	Dimensional Five-Year Diversified Fixed Interest PIE Fund PIE · capped at PIR (max 28%)NZD hedged International FI	Dimensional	0.28%	0.65%	NZ$276m
63	Smart Total World ETF PIE · capped at PIR (max 28%)ETF · TWF International Equities	Smartshares	0.40%	0.91%	NZ$275m
64	Dimensional Two-Year Sustainability Fixed Interest PIE Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International FI	Dimensional	0.25%	0.65%	NZ$264m
65	Harbour Enhanced Cash Fund PIE · capped at PIR (max 28%)conservative Cash	Harbour	0.26%	0.66%	NZ$260m
66	Amova Global Shares Hedged Fund PIE · capped at PIR (max 28%)NZD hedged International Equities	Amova	1.20%	0.91%	NZ$243m
67	Foundation Series US 500 Fund PIE · capped at PIR (max 28%) International Equities	Foundation Series	0.03%	0.91%	NZ$241m
68	Smart Emerging Markets ETF PIE · capped at PIR (max 28%)ETF · EMF International Equities	Smartshares	0.59%	0.91%	NZ$233m
69	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
70	Coolabah Long-Short Credit PIE Fund PIE · capped at PIR (max 28%)balanced International FI	Coolabah	1.76%	0.65%	NZ$224m
71	Dimensional Global Sustainability PIE Fund PIE · capped at PIR (max 28%)Responsible / ethical International Equities	Dimensional	0.40%	0.91%	NZ$222m
72	Harbour T. Rowe Price Global Equity Fund (Hedged) PIE · capped at PIR (max 28%)NZD hedged International Equities	Harbour	1.24%	0.91%	NZ$221m
73	Harbour Epoch Global Quality Select Equity Fund PIE · capped at PIR (max 28%)growth International Equities	Harbour	0.98%	0.96%	NZ$214m
74	Dimensional Global Bond Sustainability PIE Fund PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical International FI	Dimensional	0.32%	0.65%	NZ$213m
75	Clarity Fixed Income Fund PIE · capped at PIR (max 28%)conservative International FI	Clarity	0.70%	0.65%	NZ$212m
76	Squirrel Monthly Income Fund PIE · capped at PIR (max 28%) Other	Squirrel	2.14%	0.91%	NZ$210m
77	Smart Australian Top 20 ETF PIE · capped at PIR (max 28%)ETF · OZY Australasian Equities	Smartshares	0.60%	0.91%	NZ$209m
78	Russell Investments NZ Shares Fund PIE · capped at PIR (max 28%) Australasian Equities	Russell Investments	0.78%	0.91%	NZ$209m
79	Clarity Global Shares Fund PIE · capped at PIR (max 28%)growth International Equities	Clarity	1.06%	0.91%	NZ$208m
80	QuayStreet NZ Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	QuayStreet	1.25%	0.96%	NZ$203m
81	Mint Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Mint	1.18%	0.91%	NZ$199m
82	Smart S&P/NZX 50 ETF PIE · capped at PIR (max 28%)ETF · NZG Australasian Equities	Smartshares	0.20%	0.91%	NZ$198m
83	NZ Funds New Zealand and Australian Shares PIE · capped at PIR (max 28%)growth Australasian Equities	NZ Funds	2.52%	1.29%	NZ$194m
84	ANZ Investments OneAnswer International Share Fund PIE · capped at PIR (max 28%) International Equities	ANZ Investments	1.00%	0.96%	NZ$193m
85	Mercer Macquarie NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	Mercer	0.60%	0.65%	NZ$184m
86	Bentham Global Income PIE Fund PIE · capped at PIR (max 28%)conservative International FI	Bentham	0.83%	0.65%	NZ$180m
87	Salt Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities	Salt	3.21%	1.10%	NZ$178m
88	Resolution Capital Global Property Securities PIE Fund PIE · capped at PIR (max 28%)balanced Listed Property	Resolution Capital	1.05%	0.91%	NZ$178m
89	Hyperion Global Growth Companies PIE Fund PIE · capped at PIR (max 28%) International Equities	Hyperion	4.38%	0.91%	NZ$177m
90	NZ Funds Global Shares PIE · capped at PIR (max 28%)growth International Equities	NZ Funds	3.12%	0.91%	NZ$176m
91	Milford Australian Absolute Growth Fund PIE · capped at PIR (max 28%) Australasian Equities	Milford	1.05%	1.10%	NZ$174m
92	Pathfinder Global Responsibility Fund PIE · capped at PIR (max 28%)Responsible / ethical International Equities	Pathfinder	0.93%	0.96%	NZ$170m
93	Simplicity Conservative Investment Fund PIE · capped at PIR (max 28%)conservative Diversified	Simplicity	0.25%	0.89%	NZ$169m
94	Russell Investments Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Other	Russell Investments	1.08%	0.91%	NZ$168m
95	Amova Global Shares Fund PIE · capped at PIR (max 28%) International Equities	Amova	1.20%	0.91%	NZ$162m
96	Octagon New Zealand Equities Fund PIE · capped at PIR (max 28%) Australasian Equities	Octagon	1.17%	0.91%	NZ$161m
97	Fisher Funds New Zealand Growth Fund PIE · capped at PIR (max 28%) Australasian Equities	Fisher Funds	1.42%	0.91%	NZ$161m
98	Russell Investments NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	Russell Investments	0.49%	0.65%	NZ$158m
99	Clarity - Capital Group New Perspective Fund PIE · capped at PIR (max 28%)growth International Equities	Clarity	1.21%	0.91%	NZ$155m
100	Devon Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.36%	0.91%	NZ$154m
101	Fisher Funds Property & Infrastructure Fund PIE · capped at PIR (max 28%) Listed Property	Fisher Funds	1.53%	0.91%	NZ$154m
102	Smart Europe ETF PIE · capped at PIR (max 28%)ETF · EUF International Equities	Smartshares	0.55%	0.91%	NZ$152m
103	Fisher Funds Global Fund PIE · capped at PIR (max 28%) International Equities	Fisher Funds	1.64%	1.29%	NZ$152m
104	Vision Income Fund PIE · capped at PIR (max 28%)income International FI	Vision	2.51%	0.65%	NZ$149m
105	NZ Funds New Zealand and Australian Bonds PIE · capped at PIR (max 28%)conservative NZ Fixed Interest	NZ Funds	1.44%	0.65%	NZ$145m
106	Smart Global Bond ETF PIE · capped at PIR (max 28%)ETF · GBF International FI	Smartshares	0.54%	0.65%	NZ$141m
107	Devon Alpha Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.30%	0.91%	NZ$140m
108	Kernel NZ Commercial Property Fund PIE · capped at PIR (max 28%)balanced Listed Property	Kernel	0.25%	0.91%	NZ$140m
109	Coolabah Short Term Income PIE Fund PIE · capped at PIR (max 28%)conservative International FI	Coolabah	0.67%	0.65%	NZ$139m
110	Antipodes Global Fund – Long (PIE) PIE · capped at PIR (max 28%) International Equities	Antipodes	1.21%	0.96%	NZ$138m
111	NZ Funds Global Bonds PIE · capped at PIR (max 28%)conservative International FI	NZ Funds	1.44%	0.65%	NZ$137m
112	Smart NZ Mid Cap ETF PIE · capped at PIR (max 28%)ETF · MDZ Australasian Equities	Smartshares	0.60%	0.91%	NZ$133m
113	Clarity Trans-Tasman Value Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Clarity	1.06%	0.91%	NZ$133m
114	Harbour Real Estate Investment Fund PIE · capped at PIR (max 28%) Listed Property	Harbour	0.77%	0.91%	NZ$130m
115	First Sentier Global Listed Infrastructure Fund PIE · capped at PIR (max 28%)Thematicbalanced Other	First Sentier	1.03%	0.91%	NZ$129m
116	Clarity Dividend Yield Fund PIE · capped at PIR (max 28%)growth International Equities	Clarity	1.06%	0.91%	NZ$127m
117	Pie Growth UK & Europe Fund PIE · capped at PIR (max 28%) International Equities	Pie Funds	1.85%	1.29%	NZ$126m
118	Clarity Enhanced Cash PIE PIE · capped at PIR (max 28%)conservative Cash	Clarity	0.26%	0.65%	NZ$125m
119	Summer Balanced Selection PIE · capped at PIR (max 28%)balanced Diversified	Summer	1.02%	0.91%	NZ$125m
120	Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Diversified	Booster	1.34%	1.07%	NZ$123m
121	BetaShares Global Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	BetaShares	0.77%	0.91%	NZ$118m
122	Generate Focused Growth Managed Fund PIE · capped at PIR (max 28%)growth Diversified	Generate	1.35%	0.91%	NZ$118m
123	Dimensional Australian Sustainability PIE Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Dimensional	0.35%	0.91%	NZ$118m
124	Fisher Funds Conservative Fund PIE · capped at PIR (max 28%)conservative Diversified	Fisher Funds	1.35%	0.89%	NZ$116m
125	Lifetime Retirement Income Fund PIE · capped at PIR (max 28%)income Diversified	Lifetime	1.36%	1.10%	NZ$115m
126	Smart Australian Resources ETF PIE · capped at PIR (max 28%)ETF · ASR Australasian Equities	Smartshares	0.54%	0.91%	NZ$114m
127	JPMorgan Global Bond Fund PIE · capped at PIR (max 28%)conservative International FI	JPMorgan	0.47%	0.65%	NZ$114m
128	Salt NZ Dividend Appreciation Fund PIE · capped at PIR (max 28%) Australasian Equities	Salt	1.10%	0.91%	NZ$112m
129	Summer Growth Selection PIE · capped at PIR (max 28%)growth Diversified	Summer	1.02%	1.07%	NZ$111m
130	Smart Asia Pacific ETF PIE · capped at PIR (max 28%)ETF · APA International Equities	Smartshares	0.55%	0.91%	NZ$111m
131	ANZ Investments OneAnswer Conservative Fund PIE · capped at PIR (max 28%)conservative Diversified	ANZ Investments	0.63%	0.89%	NZ$104m
132	Smart NZ Top 10 ETF PIE · capped at PIR (max 28%)ETF · TNZ Australasian Equities	Smartshares	0.60%	0.91%	NZ$103m
133	Harbour Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.12%	0.91%	NZ$101m
134	Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Diversified	Pathfinder	1.31%	1.29%	NZ$98m
135	Mercer All Country Global Shares Index Fund PIE · capped at PIR (max 28%) International Equities	Mercer	0.43%	0.91%	NZ$98m
136	Smart NZ Dividend ETF PIE · capped at PIR (max 28%)ETF · DIV Australasian Equities	Smartshares	0.54%	0.91%	NZ$97m
137	ANZ Investments OneAnswer International Listed Infrastructure Fund PIE · capped at PIR (max 28%) International Equities	ANZ Investments	0.84%	0.91%	NZ$97m
138	Fisher Funds BondPlus Fund PIE · capped at PIR (max 28%) International FI	Fisher Funds	1.26%	0.65%	NZ$95m
139	SBS Wealth World Equity Portfolio PIE · capped at PIR (max 28%)growth International Equities	SBS Wealth	1.18%	0.91%	NZ$94m
140	Simplicity NZ Cash Fund PIE · capped at PIR (max 28%)conservative Cash	Simplicity	0.12%	0.65%	NZ$92m
141	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
142	Coolabah Active Composite Bond PIE Fund PIE · capped at PIR (max 28%)conservative International FI	Coolabah	0.76%	0.65%	NZ$88m
143	Foundation Series Hedged Total World Fund PIE · capped at PIR (max 28%)NZD hedged International Equities	Foundation Series	0.07%	0.91%	NZ$85m
144	Mercer Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Other	Mercer	1.34%	0.91%	NZ$84m
145	Castle Point 5 Oceans Fund PIE · capped at PIR (max 28%)balanced Diversified	Castle Point	1.18%	1.10%	NZ$79m
146	Smart NZ Property ETF PIE · capped at PIR (max 28%)ETF · NPF Listed Property	Smartshares	0.54%	0.91%	NZ$78m
147	Fisher Funds New Zealand Fixed Income Trust PIE · capped at PIR (max 28%) NZ Fixed Interest	Fisher Funds	0.97%	0.65%	NZ$77m
148	Fisher Funds Australian Growth Fund PIE · capped at PIR (max 28%) Australasian Equities	Fisher Funds	0.87%	0.91%	NZ$77m
149	Fisher Funds International Growth Fund PIE · capped at PIR (max 28%) International Equities	Fisher Funds	1.31%	0.91%	NZ$74m
150	Mint New Zealand SRI Equity Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Mint	0.97%	0.91%	NZ$72m
151	Simplicity Homes and Income Investment Fund PIE · capped at PIR (max 28%)balanced Diversified	Simplicity	0.25%	0.89%	NZ$68m
152	ANZ Investments OneAnswer High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	ANZ Investments	0.95%	0.85%	NZ$67m
153	Mercer Global Listed Real Estate Fund PIE · capped at PIR (max 28%) Listed Property	Mercer	1.33%	0.91%	NZ$66m
154	Fisher Funds Trans Tasman Equity Trust PIE · capped at PIR (max 28%) Australasian Equities	Fisher Funds	1.63%	0.91%	NZ$65m
155	Smart Automation and Robotics ETF PIE · capped at PIR (max 28%)ETF · BOTThematic International Equities	Smartshares	0.75%	0.91%	NZ$65m
156	Smart Australian Financials ETF PIE · capped at PIR (max 28%)ETF · ASF Australasian Equities	Smartshares	0.54%	0.91%	NZ$65m
157	Pella Global Generations PIE Fund PIE · capped at PIR (max 28%)growth International Equities	Pella	0.85%	0.91%	NZ$64m
158	Pathfinder Global Water Fund PIE · capped at PIR (max 28%)Responsible / ethicalThematic International Equities	Pathfinder	1.30%	0.91%	NZ$64m
159	Foundation Series Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Foundation Series	0.38%	1.29%	NZ$62m
160	NZ Funds Global Utilities PIE · capped at PIR (max 28%)Thematicbalanced International Equities	NZ Funds	2.53%	1.29%	NZ$62m
161	Mercer Core Global Shares Fund PIE · capped at PIR (max 28%) International Equities	Mercer	1.24%	0.91%	NZ$61m
162	NZ Funds Global Infrastructure PIE · capped at PIR (max 28%)Thematicbalanced Other	NZ Funds	2.53%	1.29%	NZ$60m
163	Smart NZ Bond ETF PIE · capped at PIR (max 28%)ETF · NZB NZ Fixed Interest	Smartshares	0.54%	0.65%	NZ$58m
164	NZ Funds Wealth Builder - Growth Strategy PIE · capped at PIR (max 28%)growth Diversified	NZ Funds	2.14%	0.91%	NZ$58m
165	Harbour Balanced Growth Fund PIE · capped at PIR (max 28%)balanced growth Diversified	Harbour	1.04%	1.29%	NZ$58m
166	Smart US Large Value ETF PIE · capped at PIR (max 28%)ETF · USV International Equities	Smartshares	0.51%	0.91%	NZ$55m
167	Hyperion Australian Growth Companies PIE Fund PIE · capped at PIR (max 28%) Australasian Equities	Hyperion	0.98%	0.91%	NZ$55m
168	BetaShares Australia 200 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	BetaShares	0.23%	0.91%	NZ$54m
169	Kernel Australia 100 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.91%	NZ$53m
170	Smart Australian Dividend ETF PIE · capped at PIR (max 28%)ETF · ASD Australasian Equities	Smartshares	0.54%	0.91%	NZ$52m
171	NZ Funds Global Property PIE · capped at PIR (max 28%)balanced Listed Property	NZ Funds	2.52%	1.29%	NZ$51m
172	Smart US Mid Cap ETF PIE · capped at PIR (max 28%)ETF · USM International Equities	Smartshares	0.51%	0.91%	NZ$50m
173	ANZ Investments OneAnswer New Zealand Share Fund PIE · capped at PIR (max 28%) Australasian Equities	ANZ Investments	1.05%	0.91%	NZ$49m
174	Mercer Macquarie NZ Short Duration Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	Mercer	0.68%	0.65%	NZ$47m
175	Mint Diversified Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Mint	1.21%	1.29%	NZ$46m
176	SBS Wealth World Bond Portfolio PIE · capped at PIR (max 28%)conservative International FI	SBS Wealth	0.77%	0.65%	NZ$46m
177	Foundation Series Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	Foundation Series	0.36%	1.10%	NZ$46m
178	Kernel Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	Kernel	0.25%	0.91%	NZ$45m
179	AMP Balanced Managed Fund PIE · capped at PIR (max 28%)balanced Diversified	AMP	0.81%	1.10%	NZ$45m
180	AMP Growth Managed Fund PIE · capped at PIR (max 28%)growth Diversified	AMP	0.81%	1.29%	NZ$44m
181	Smart US Small Cap ETF PIE · capped at PIR (max 28%)ETF · USS International Equities	Smartshares	0.51%	0.91%	NZ$44m
182	NZ Funds New Zealand Property and Retirement Villages PIE · capped at PIR (max 28%)balanced Listed Property	NZ Funds	2.52%	1.10%	NZ$44m
183	ANZ Investments OneAnswer Property Securities Fund PIE · capped at PIR (max 28%) Listed Property	ANZ Investments	1.06%	0.91%	NZ$43m
184	Summer Global Equities PIE · capped at PIR (max 28%)growth International Equities	Summer	1.02%	0.85%	NZ$43m
185	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
186	Fisher Funds Income Fund PIE · capped at PIR (max 28%) International FI	Fisher Funds	0.99%	0.65%	NZ$42m
187	Foundation Series Hedged US 500 Fund PIE · capped at PIR (max 28%)NZD hedged International Equities	Foundation Series	0.03%	0.91%	NZ$42m
188	Mint Diversified Income Fund PIE · capped at PIR (max 28%)income Diversified	Mint	1.01%	0.89%	NZ$41m
189	Mercer NZ Shares Passive Fund PIE · capped at PIR (max 28%) Australasian Equities	Mercer	0.36%	0.91%	NZ$41m
190	Smart US ESG ETF PIE · capped at PIR (max 28%)ETF · USAResponsible / ethical International Equities	Smartshares	0.34%	0.91%	NZ$39m
191	Octagon Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	Octagon	1.17%	1.10%	NZ$37m
192	Smart Global Aggregate Bond ETF PIE · capped at PIR (max 28%)ETF · AGG International FI	Smartshares	0.30%	0.65%	NZ$36m
193	Smart Bitcoin ETF PIE · capped at PIR (max 28%)ETF · BTCThematic Other	Smartshares	0.55%	0.91%	NZ$36m
194	Harbour Australasian Equity Income Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.10%	0.91%	NZ$35m
195	BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	BetaShares	0.59%	0.91%	NZ$34m
196	Kernel S&P 500 (NZD Hedged) Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	Kernel	0.25%	0.85%	NZ$33m
197	Mercer Responsible Trans-Tasman Shares Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Mercer	1.06%	0.91%	NZ$32m
198	Resolution Capital Global Listed Infrastructure PIE Fund PIE · capped at PIR (max 28%)Thematicbalanced Other	Resolution Capital	1.05%	0.91%	NZ$31m
199	SBS Wealth Australasian Equity Portfolio PIE · capped at PIR (max 28%)growth Australasian Equities	SBS Wealth	1.20%	0.91%	NZ$30m
200	Mercer Global Shares Fund PIE · capped at PIR (max 28%) International Equities	Mercer	1.25%	0.91%	NZ$30m
201	Mercer Responsible Balanced Fund PIE · capped at PIR (max 28%)Responsible / ethicalbalanced Diversified	Mercer	1.25%	1.10%	NZ$28m
202	Kernel S&P 500 (Unhedged) Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.25%	0.85%	NZ$28m
203	BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged) PIE · capped at PIR (max 28%)NZD hedgedconservative International FI	BetaShares	0.34%	0.65%	NZ$28m
204	Aurellan Hedged Global Shares Fund PIE · capped at PIR (max 28%)NZD hedgedgrowth International Equities	AAurellan	1.12%	0.91%	NZ$27m
205	TAHITO Te Tai o Rehua Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	TAHITO	1.26%	0.91%	NZ$27m
206	Smart Emerging Markets ESG ETF PIE · capped at PIR (max 28%)ETF · EMGResponsible / ethical International Equities	Smartshares	0.59%	0.91%	NZ$26m
207	Foundation Series Nasdaq-100 Fund PIE · capped at PIR (max 28%)Thematic International Equities	Foundation Series	0.15%	0.91%	NZ$26m
208	Smart Europe ESG ETF PIE · capped at PIR (max 28%)ETF · EUGResponsible / ethical International Equities	Smartshares	0.55%	0.91%	NZ$24m
209	Elevation Capital Global Shares Fund PIE · capped at PIR (max 28%) International Equities	Elevation Capital	1.80%	1.29%	NZ$23m
210	NZ Funds Wealth Builder - Inflation Strategy PIE · capped at PIR (max 28%)balanced Diversified	NZ Funds	1.58%	1.29%	NZ$23m
211	Smart Healthcare Innovation ETF PIE · capped at PIR (max 28%)ETF · LIVThematic International Equities	Smartshares	0.75%	0.91%	NZ$23m
212	Coolabah Global Floating-Rate High Yield PIE Fund PIE · capped at PIR (max 28%)balanced International FI	Coolabah	1.00%	0.65%	NZ$23m
213	Smart Australian Property ETF PIE · capped at PIR (max 28%)ETF · ASP Listed Property	Smartshares	0.54%	0.91%	NZ$23m
214	Amova Core Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Amova	0.95%	0.91%	NZ$23m
215	Aurellan Global Shares Fund PIE · capped at PIR (max 28%)growth International Equities	AAurellan	1.12%	0.91%	NZ$22m
216	ANZ Investments OneAnswer Australian Share Fund PIE · capped at PIR (max 28%) Australasian Equities	ANZ Investments	1.09%	0.91%	NZ$22m
217	Harbour Australasian Equity Focus Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.21%	0.91%	NZ$21m
218	Mercer Income Generator Fund PIE · capped at PIR (max 28%)income Diversified	Mercer	1.28%	1.10%	NZ$21m
219	NZ Funds Wealth Builder - Income Strategy PIE · capped at PIR (max 28%)income Diversified	NZ Funds	1.20%	0.65%	NZ$20m
220	Hunter Private Credit Fund PIE · capped at PIR (max 28%)balanced International FI	HHunter	0.83%	1.10%	NZ$20m
221	BetaShares Global Quality Leaders Fund PIE · capped at PIR (max 28%)growth International Equities	BetaShares	0.49%	0.91%	NZ$19m
222	Salt Enhanced Property Fund PIE · capped at PIR (max 28%) Listed Property	Salt	1.02%	0.91%	NZ$18m
223	Lighthouse Global Equity Fund PIE · capped at PIR (max 28%) International Equities	LLighthouse	1.03%	1.29%	NZ$18m
224	Mercer Core Hedged Global Shares Fund PIE · capped at PIR (max 28%)NZD hedged International Equities	Mercer	1.46%	0.91%	NZ$18m
225	Smart Japan ESG ETF PIE · capped at PIR (max 28%)ETF · JPNResponsible / ethical International Equities	Smartshares	0.55%	0.91%	NZ$18m
226	Summer Australian Equities PIE · capped at PIR (max 28%)growth Australasian Equities	Summer	1.02%	0.85%	NZ$17m
227	SBS Wealth Balanced Strategy PIE · capped at PIR (max 28%)balanced Diversified	SBS Wealth	1.03%	1.10%	NZ$17m
228	Mint Australasian Property Fund PIE · capped at PIR (max 28%) Listed Property	Mint	1.07%	0.91%	NZ$17m
229	Pathfinder Global Property Fund PIE · capped at PIR (max 28%) Listed Property	Pathfinder	1.00%	0.91%	NZ$17m
230	Devon Dividend Yield Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.39%	0.91%	NZ$16m
231	NZ Funds Income Generator PIE · capped at PIR (max 28%)income Diversified	NZ Funds	1.67%	0.91%	NZ$16m
232	Harbour Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Harbour	1.00%	1.12%	NZ$15m
233	BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	BetaShares	0.67%	0.91%	NZ$15m
234	Booster Shielded Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Booster	1.41%	0.85%	NZ$15m
235	Kernel Conservative Fund PIE · capped at PIR (max 28%)conservative Diversified	Kernel	0.25%	0.89%	NZ$14m
236	Kernel Global ESG Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	Kernel	0.25%	0.85%	NZ$13m
237	Kernel Cash Plus Fund PIE · capped at PIR (max 28%)conservative Cash	Kernel	0.25%	0.57%	NZ$13m
238	Amova Concentrated Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Amova	1.15%	0.91%	NZ$13m
239	Mercer Responsible Global Shares Fund PIE · capped at PIR (max 28%)Responsible / ethical International Equities	Mercer	1.69%	0.91%	NZ$13m
240	Clarity New Zealand Equity Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Clarity	1.06%	0.91%	NZ$13m
241	Pathfinder Ethical Trans-Tasman Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Pathfinder	1.00%	0.91%	NZ$12m
242	Stewart Investors Worldwide Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth International Equities	Stewart Investors	0.61%	0.91%	NZ$12m
243	AMP Aggressive Managed Fund PIE · capped at PIR (max 28%)aggressive Diversified	AMP	0.80%	0.91%	NZ$12m
244	Castle Point Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities	Castle Point	1.08%	0.91%	NZ$12m
245	Booster Wealth Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	Booster	0.83%	1.10%	NZ$12m
246	ANZ Investments OneAnswer New Zealand Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest	ANZ Investments	0.46%	0.65%	NZ$11m
247	AMP International Shares Managed Fund PIE · capped at PIR (max 28%) International Equities	AMP	0.79%	0.91%	NZ$11m
248	Foundation Series US Dividend Equity Fund PIE · capped at PIR (max 28%) International Equities	Foundation Series	0.06%	0.91%	NZ$11m
249	Summer Conservative Selection PIE · capped at PIR (max 28%)conservative Diversified	Summer	0.87%	0.86%	NZ$10m
250	Devon Australian Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.30%	0.91%	NZ$10m
251	Foundation Series High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Foundation Series	0.37%	0.91%	NZ$10m
252	Lifetime Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	Lifetime	0.99%	1.10%	NZ$10m
253	Kernel World ex-US Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.25%	0.85%	NZ$9m
254	Clarity Diversified Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Clarity	1.16%	0.91%	NZ$9m
255	SBS Wealth New Zealand Bond Portfolio PIE · capped at PIR (max 28%)conservative NZ Fixed Interest	SBS Wealth	0.78%	0.65%	NZ$8m
256	ACI Growth Fund PIE · capped at PIR (max 28%)growth Diversified	AACI	1.61%	1.29%	NZ$8m
257	Summer Listed Property PIE · capped at PIR (max 28%)balanced Listed Property	Summer	1.02%	0.85%	NZ$8m
258	Booster Wealth Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Booster	0.91%	1.29%	NZ$7m
259	ANZ Investments OneAnswer International Property Fund PIE · capped at PIR (max 28%) Listed Property	ANZ Investments	0.99%	0.85%	NZ$7m
260	Foundation Series Global ESG Fund PIE · capped at PIR (max 28%)Responsible / ethical International Equities	Foundation Series	0.10%	0.91%	NZ$6m
261	Kernel S&P Global Dividend Aristocrats Fund PIE · capped at PIR (max 28%)Thematicgrowth International Equities	Kernel	0.25%	0.85%	NZ$5m
262	Harbour Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.23%	0.89%	NZ$5m
263	Clarity Diversified Income Fund PIE · capped at PIR (max 28%)income Diversified	Clarity	0.96%	0.89%	NZ$5m
264	Summer New Zealand Cash PIE · capped at PIR (max 28%)conservative Cash	Summer	0.62%	0.57%	NZ$5m
265	Kernel Emerging Markets Fund PIE · capped at PIR (max 28%)growth International Equities	Kernel	0.45%	0.85%	NZ$4m
266	ACI Conservative Fund PIE · capped at PIR (max 28%)conservative Diversified	AACI	1.50%	0.89%	NZ$4m
267	Booster Wealth High Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Booster	0.96%	0.91%	NZ$4m
268	Lifetime Growth Fund PIE · capped at PIR (max 28%)growth Diversified	Lifetime	0.99%	1.29%	NZ$3m
269	Booster Wealth Moderate Fund PIE · capped at PIR (max 28%)conservative Diversified	Booster	0.74%	1.10%	NZ$3m
270	Booster Wealth Geared Growth Fund PIE · capped at PIR (max 28%)aggressive Diversified	Booster	1.35%	0.91%	NZ$3m
271	ANZ Investments OneAnswer International Fixed Interest Fund PIE · capped at PIR (max 28%) International FI	ANZ Investments	0.49%	0.57%	NZ$2m
272	Kernel NZ 20 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.85%	NZ$2m
273	Kernel S&P Global Clean Energy Fund PIE · capped at PIR (max 28%)Responsible / ethicalThematicaggressive International Equities	Kernel	0.45%	0.85%	NZ$2m
274	Harbour Balanced Fund PIE · capped at PIR (max 28%)balanced Diversified	Harbour	0.93%	1.12%	NZ$2m
275	Lifetime Conservative Fund PIE · capped at PIR (max 28%)conservative Diversified	Lifetime	0.99%	0.89%	NZ$2m
276	SBS Wealth Conservative Strategy PIE · capped at PIR (max 28%)conservative Diversified	SBS Wealth	0.90%	0.89%	NZ$2m
277	Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	Kernel	0.25%	0.85%	NZ$1m
278	Summer Global Fixed Interest PIE · capped at PIR (max 28%)conservative International FI	Summer	0.87%	0.57%	NZ$1m
279	Kernel NZ Small & Mid Cap Opportunities Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.85%	NZ$863061
280	Daintree High Income PIE PIE · capped at PIR (max 28%)balanced International FI	Daintree	0.90%	0.65%	NZ$743740
281	Kernel NZ Bond Fund PIE · capped at PIR (max 28%)conservative NZ Fixed Interest	Kernel	0.40%	0.57%	NZ$640691
282	Kernel US Bond Fund PIE · capped at PIR (max 28%)conservative International FI	Kernel	0.30%	0.57%	NZ$388340
283	Lifetime Cash Fund PIE · capped at PIR (max 28%)conservative Cash	Lifetime	0.65%	0.65%	NZ$154127

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.