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.
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Last refreshed · Sourced from FMA Disclose via Sorted Smart Investor. How this list is built
| # | Fund | Manager | Annual fund charge |
|---|---|---|---|
| 1 | Milford Active Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  Milford | 1.05% |
| 2 | Milford Aggressive Fund PIE · capped at PIR (max 28%) aggressive Diversified | Milford | 1.15% |
| 3 | Milford Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified | Milford | 0.65% |
| 4 | Hunter Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | H Hunter | 0.53% |
| 5 | Simplicity Unhedged Global Share Fund PIE · capped at PIR (max 28%) growth International Equities |  Simplicity | 0.15% |
| 6 | Simplicity Hedged Global Share Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Simplicity | 0.15% |
| 7 | Milford Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Milford | 1.05% |
| 8 | Milford Global Equity Fund PIE · capped at PIR (max 28%) International Equities | Milford | 1.35% |
| 9 | Milford Trans-Tasman Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Milford | 0.65% |
| 10 | Simplicity NZ Share Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Simplicity | 0.10% |
| 11 | Simplicity Growth Investment Fund PIE · capped at PIR (max 28%) growth Diversified | Simplicity | 0.25% |
| 12 | Simplicity Hedged Global Bond Fund PIE · capped at PIR (max 28%) NZD hedged conservative International FI | Simplicity | 0.15% |
| 13 | Smart US 500 ETF PIE · capped at PIR (max 28%) ETF · USF International Equities |  Smartshares | 0.34% |
| 14 | Schroder Sustainable Global Core PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Schroders | 0.39% |
| 15 | Milford Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Milford | 0.85% |
| 16 | ANZ Investments OneAnswer Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified |  ANZ Investments | 0.90% |
| 17 | Te Ahumairangi Global Equity Fund PIE · capped at PIR (max 28%) International Equities |  Te Ahumairangi | 0.62% |
| 18 | Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical aggressive Diversified |  Booster | 1.35% |
| 19 | Milford Trans-Tasman Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Milford | 1.05% |
| 20 | Kernel S&P Global 100 Fund PIE · capped at PIR (max 28%) growth International Equities |  Kernel | 0.25% |
| 21 | Evidential Sustainable Targeted Factor Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities |  Evidential | 0.62% |
| 22 | Russell Investments Hedged Sustainable Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International Equities |  Russell Investments | 0.33% |
| 23 | Simplicity Balanced Investment Fund PIE · capped at PIR (max 28%) balanced Diversified | Simplicity | 0.25% |
| 24 | Schroder Sustainable Global Core PIE Fund (Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | Schroders | 0.39% |
| 25 | Dimensional Global Sustainability PIE Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International Equities |  Dimensional | 0.40% |
| 26 | Harbour NZ Index Shares Fund PIE · capped at PIR (max 28%) Australasian Equities |  Harbour | 0.21% |
| 27 | Simplicity NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Simplicity | 0.10% |
| 28 | Harbour NZ Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Harbour | 0.47% |
| 29 | Evidential Sustainable Global Bond Fund PIE · capped at PIR (max 28%) Responsible / ethical International FI | Evidential | 0.32% |
| 30 | Harbour T. Rowe Price Global Equity Fund PIE · capped at PIR (max 28%) International Equities | Harbour | 1.21% |
| 31 | Smart NZ Top 50 ETF PIE · capped at PIR (max 28%) ETF · FNZ Australasian Equities | Smartshares | 0.50% |
| 32 | Russell Investments Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | Russell Investments | 0.58% |
| 33 | Amova Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  Amova | 0.70% |
| 34 | Kernel High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Kernel | 0.25% |
| 35 | ANZ Investments OneAnswer Conservative Balanced Fund PIE · capped at PIR (max 28%) conservative balanced Diversified | ANZ Investments | 0.75% |
| 36 | Foundation Series Total World Fund PIE · capped at PIR (max 28%) International Equities |  Foundation Series | 0.07% |
| 37 | Kernel Global Infrastructure Fund PIE · capped at PIR (max 28%) Thematic balanced Other | Kernel | 0.25% |
| 38 | Simplicity High Growth Investment Fund PIE · capped at PIR (max 28%) aggressive Diversified | Simplicity | 0.25% |
| 39 | Smart US Large Growth ETF PIE · capped at PIR (max 28%) ETF · USG International Equities | Smartshares | 0.51% |
| 40 | SBS Wealth Growth Strategy PIE · capped at PIR (max 28%) growth Diversified |  SBS Wealth | 1.17% |
| 41 | SBS Wealth High Growth Strategy PIE · capped at PIR (max 28%) aggressive Diversified | SBS Wealth | 1.17% |
| 42 | Booster Socially Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Booster | 1.33% |
| 43 | Brandywine Global Opportunistic Equity Fund PIE · capped at PIR (max 28%) growth International Equities |  Brandywine | 0.93% |
| 44 | Brandywine Global Opportunistic Fixed Income Fund PIE · capped at PIR (max 28%) International FI | Brandywine | 0.77% |
| 45 | Milford Global Corporate Bond Fund PIE · capped at PIR (max 28%) International FI | Milford | 0.85% |
| 46 | Mercer Responsible Hedged Global Fixed Interest Index Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI |  Mercer | 0.43% |
| 47 | Harbour Sustainable Impact Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Harbour | 0.27% |
| 48 | Harbour Sustainable NZ Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Harbour | 0.27% |
| 49 | Russell Investments Sustainable Global Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Russell Investments | 0.33% |
| 50 | Russell Investments Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Russell Investments | 0.93% |
| 51 | Daintree Core Income PIE PIE · capped at PIR (max 28%) conservative International FI |  Daintree | 0.73% |
| 52 | Smart Australian Top 200 ETF PIE · capped at PIR (max 28%) ETF · AUS Australasian Equities | Smartshares | 0.30% |
| 53 | QuayStreet Income Fund PIE · capped at PIR (max 28%) income Diversified |  QuayStreet | 0.77% |
| 54 | Fisher Funds Growth Fund PIE · capped at PIR (max 28%) growth Diversified |  Fisher Funds | 1.46% |
| 55 | Smart Global ESG ETF PIE · capped at PIR (max 28%) ETF · ESG Responsible / ethical International Equities | Smartshares | 0.54% |
| 56 | Russell Investments Hedged Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Russell Investments | 0.92% |
| 57 | Harbour Income Fund PIE · capped at PIR (max 28%) income Diversified | Harbour | 0.66% |
| 58 | Smart Australian Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MZY Australasian Equities | Smartshares | 0.75% |
| 59 | Harbour NZ Core Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Harbour | 0.66% |
| 60 | Dimensional Five-Year Diversified Fixed Interest PIE Fund PIE · capped at PIR (max 28%) NZD hedged International FI | Dimensional | 0.28% |
| 61 | Smart Total World ETF PIE · capped at PIR (max 28%) ETF · TWF International Equities | Smartshares | 0.40% |
| 62 | Dimensional Two-Year Sustainability Fixed Interest PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI | Dimensional | 0.25% |
| 63 | Amova Global Shares Hedged Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Amova | 1.20% |
| 64 | Foundation Series US 500 Fund PIE · capped at PIR (max 28%) International Equities | Foundation Series | 0.03% |
| 65 | Smart Emerging Markets ETF PIE · capped at PIR (max 28%) ETF · EMF International Equities | Smartshares | 0.59% |
| 66 | Kernel S&P Global 100 (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Kernel | 0.25% |
| 67 | Coolabah Long-Short Credit PIE Fund PIE · capped at PIR (max 28%) balanced International FI |  Coolabah | 1.76% |
| 68 | Dimensional Global Sustainability PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Dimensional | 0.40% |
| 69 | Harbour T. Rowe Price Global Equity Fund (Hedged) PIE · capped at PIR (max 28%) NZD hedged International Equities | Harbour | 1.24% |
| 70 | Pie Global Growth Fund 2 PIE · capped at PIR (max 28%) International Equities |  Pie Funds | 1.61% |
| 71 | Dimensional Global Bond Sustainability PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI | Dimensional | 0.32% |
| 72 | Clarity Fixed Income Fund PIE · capped at PIR (max 28%) conservative International FI |  Clarity | 0.70% |
| 73 | Squirrel Monthly Income Fund PIE · capped at PIR (max 28%) Other |  Squirrel | 2.14% |
| 74 | Smart Australian Top 20 ETF PIE · capped at PIR (max 28%) ETF · OZY Australasian Equities | Smartshares | 0.60% |
| 75 | Russell Investments NZ Shares Fund PIE · capped at PIR (max 28%) Australasian Equities | Russell Investments | 0.78% |
| 76 | Clarity Global Shares Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.06% |
| 77 | Mint Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities |  Mint | 1.18% |
| 78 | Smart S&P/NZX 50 ETF PIE · capped at PIR (max 28%) ETF · NZG Australasian Equities | Smartshares | 0.20% |
| 79 | NZ Funds New Zealand and Australian Shares PIE · capped at PIR (max 28%) growth Australasian Equities |  NZ Funds | 2.52% |
| 80 | Mercer Macquarie NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Mercer | 0.60% |
| 81 | Bentham Global Income PIE Fund PIE · capped at PIR (max 28%) conservative International FI |  Bentham | 0.83% |
| 82 | Salt Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities |  Salt | 3.21% |
| 83 | Resolution Capital Global Property Securities PIE Fund PIE · capped at PIR (max 28%) balanced Listed Property |  Resolution Capital | 1.05% |
| 84 | Hyperion Global Growth Companies PIE Fund PIE · capped at PIR (max 28%) International Equities |  Hyperion | 4.38% |
| 85 | NZ Funds Global Shares PIE · capped at PIR (max 28%) growth International Equities | NZ Funds | 3.12% |
| 86 | Milford Australian Absolute Growth Fund PIE · capped at PIR (max 28%) Australasian Equities | Milford | 1.05% |
| 87 | Simplicity Conservative Investment Fund PIE · capped at PIR (max 28%) conservative Diversified | Simplicity | 0.25% |
| 88 | Russell Investments Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Other | Russell Investments | 1.08% |
| 89 | Amova Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Amova | 1.20% |
| 90 | Octagon New Zealand Equities Fund PIE · capped at PIR (max 28%) Australasian Equities |  Octagon | 1.17% |
| 91 | Fisher Funds New Zealand Growth Fund PIE · capped at PIR (max 28%) Australasian Equities | Fisher Funds | 1.42% |
| 92 | Russell Investments NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Russell Investments | 0.49% |
| 93 | QuayStreet NZ Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | QuayStreet | 1.27% |
| 94 | Clarity - Capital Group New Perspective Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.21% |
| 95 | Devon Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities |  Devon | 1.36% |
| 96 | Fisher Funds Property & Infrastructure Fund PIE · capped at PIR (max 28%) Listed Property | Fisher Funds | 1.53% |
| 97 | Smart Europe ETF PIE · capped at PIR (max 28%) ETF · EUF International Equities | Smartshares | 0.55% |
| 98 | Fisher Funds Global Fund PIE · capped at PIR (max 28%) International Equities | Fisher Funds | 1.64% |
| 99 | Vision Income Fund PIE · capped at PIR (max 28%) income International FI |  Vision | 2.51% |
| 100 | NZ Funds New Zealand and Australian Bonds PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | NZ Funds | 1.44% |
| 101 | Smart Global Bond ETF PIE · capped at PIR (max 28%) ETF · GBF International FI | Smartshares | 0.54% |
| 102 | Devon Alpha Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.30% |
| 103 | Kernel NZ Commercial Property Fund PIE · capped at PIR (max 28%) balanced Listed Property | Kernel | 0.25% |
| 104 | Coolabah Short Term Income PIE Fund PIE · capped at PIR (max 28%) conservative International FI | Coolabah | 0.67% |
| 105 | NZ Funds Global Bonds PIE · capped at PIR (max 28%) conservative International FI | NZ Funds | 1.44% |
| 106 | Antipodes Global Fund – Long (PIE) PIE · capped at PIR (max 28%) International Equities |  Antipodes | 1.21% |
| 107 | Smart NZ Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MDZ Australasian Equities | Smartshares | 0.60% |
| 108 | Clarity Trans-Tasman Value Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Clarity | 1.06% |
| 109 | Harbour Real Estate Investment Fund PIE · capped at PIR (max 28%) Listed Property | Harbour | 0.77% |
| 110 | First Sentier Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Thematic balanced Other |  First Sentier | 1.03% |
| 111 | Clarity Dividend Yield Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.06% |
| 112 | Pie Growth UK & Europe Fund PIE · capped at PIR (max 28%) International Equities | Pie Funds | 1.85% |
| 113 | Clarity Enhanced Cash PIE PIE · capped at PIR (max 28%) conservative Cash | Clarity | 0.26% |
| 114 | Summer Balanced Selection PIE · capped at PIR (max 28%) balanced Diversified |  Summer | 1.02% |
| 115 | Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified | Booster | 1.34% |
| 116 | Octagon Australasian Equities Fund PIE · capped at PIR (max 28%) Australasian Equities | Octagon | 1.17% |
| 117 | BetaShares Global Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  BetaShares | 0.77% |
| 118 | Generate Focused Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified |  Generate | 1.35% |
| 119 | Dimensional Australian Sustainability PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Dimensional | 0.35% |
| 120 | Fisher Funds Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Fisher Funds | 1.35% |
| 121 | Lifetime Retirement Income Fund PIE · capped at PIR (max 28%) income Diversified |  Lifetime | 1.36% |
| 122 | Smart Australian Resources ETF PIE · capped at PIR (max 28%) ETF · ASR Australasian Equities | Smartshares | 0.54% |
| 123 | JPMorgan Global Bond Fund PIE · capped at PIR (max 28%) conservative International FI |  JPMorgan | 0.47% |
| 124 | Salt NZ Dividend Appreciation Fund PIE · capped at PIR (max 28%) Australasian Equities | Salt | 1.10% |
| 125 | Summer Growth Selection PIE · capped at PIR (max 28%) growth Diversified | Summer | 1.02% |
| 126 | Smart Asia Pacific ETF PIE · capped at PIR (max 28%) ETF · APA International Equities | Smartshares | 0.55% |
| 127 | ANZ Investments OneAnswer Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | ANZ Investments | 0.63% |
| 128 | Smart NZ Top 10 ETF PIE · capped at PIR (max 28%) ETF · TNZ Australasian Equities | Smartshares | 0.60% |
| 129 | Harbour Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.12% |
| 130 | Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified |  Pathfinder | 1.31% |
| 131 | Mercer All Country Global Shares Index Fund PIE · capped at PIR (max 28%) International Equities | Mercer | 0.43% |
| 132 | Smart NZ Dividend ETF PIE · capped at PIR (max 28%) ETF · DIV Australasian Equities | Smartshares | 0.54% |
| 133 | ANZ Investments OneAnswer International Listed Infrastructure Fund PIE · capped at PIR (max 28%) International Equities | ANZ Investments | 0.84% |
| 134 | Fisher Funds BondPlus Fund PIE · capped at PIR (max 28%) International FI | Fisher Funds | 1.26% |
| 135 | SBS Wealth World Equity Portfolio PIE · capped at PIR (max 28%) growth International Equities | SBS Wealth | 1.18% |
| 136 | Simplicity NZ Cash Fund PIE · capped at PIR (max 28%) conservative Cash | Simplicity | 0.12% |
| 137 | Coolabah Active Composite Bond PIE Fund PIE · capped at PIR (max 28%) conservative International FI | Coolabah | 0.76% |
| 138 | Foundation Series Hedged Total World Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Foundation Series | 0.07% |
| 139 | Mercer Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Other | Mercer | 1.34% |
| 140 | ANZ Investments OneAnswer International Share Fund PIE · capped at PIR (max 28%) International Equities | ANZ Investments | 0.96% |
| 141 | Castle Point 5 Oceans Fund PIE · capped at PIR (max 28%) balanced Diversified |  Castle Point | 1.18% |
| 142 | Smart NZ Property ETF PIE · capped at PIR (max 28%) ETF · NPF Listed Property | Smartshares | 0.54% |
| 143 | Fisher Funds New Zealand Fixed Income Trust PIE · capped at PIR (max 28%) NZ Fixed Interest | Fisher Funds | 0.97% |
| 144 | Fisher Funds Australian Growth Fund PIE · capped at PIR (max 28%) Australasian Equities | Fisher Funds | 0.87% |
| 145 | Fisher Funds International Growth Fund PIE · capped at PIR (max 28%) International Equities | Fisher Funds | 1.31% |
| 146 | Mint New Zealand SRI Equity Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Mint | 0.97% |
| 147 | Simplicity Homes and Income Investment Fund PIE · capped at PIR (max 28%) balanced Diversified | Simplicity | 0.25% |
| 148 | ANZ Investments OneAnswer High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | ANZ Investments | 0.95% |
| 149 | Mercer Global Listed Real Estate Fund PIE · capped at PIR (max 28%) Listed Property | Mercer | 1.33% |
| 150 | Fisher Funds Trans Tasman Equity Trust PIE · capped at PIR (max 28%) Australasian Equities | Fisher Funds | 1.63% |
| 151 | Smart Automation and Robotics ETF PIE · capped at PIR (max 28%) ETF · BOT Thematic International Equities | Smartshares | 0.75% |
| 152 | Smart Australian Financials ETF PIE · capped at PIR (max 28%) ETF · ASF Australasian Equities | Smartshares | 0.54% |
| 153 | Pella Global Generations PIE Fund PIE · capped at PIR (max 28%) growth International Equities |  Pella | 0.85% |
| 154 | Pathfinder Global Responsibility Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Pathfinder | 1.30% |
| 155 | Pathfinder Global Water Fund PIE · capped at PIR (max 28%) Responsible / ethical Thematic International Equities | Pathfinder | 1.30% |
| 156 | Foundation Series Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Foundation Series | 0.38% |
| 157 | NZ Funds Global Utilities PIE · capped at PIR (max 28%) Thematic balanced International Equities | NZ Funds | 2.53% |
| 158 | Mercer Core Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Mercer | 1.24% |
| 159 | NZ Funds Global Infrastructure PIE · capped at PIR (max 28%) Thematic balanced Other | NZ Funds | 2.53% |
| 160 | Smart NZ Bond ETF PIE · capped at PIR (max 28%) ETF · NZB NZ Fixed Interest | Smartshares | 0.54% |
| 161 | NZ Funds Wealth Builder - Growth Strategy PIE · capped at PIR (max 28%) growth Diversified | NZ Funds | 2.14% |
| 162 | Harbour Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified | Harbour | 1.04% |
| 163 | Smart US Large Value ETF PIE · capped at PIR (max 28%) ETF · USV International Equities | Smartshares | 0.51% |
| 164 | Hyperion Australian Growth Companies PIE Fund PIE · capped at PIR (max 28%) Australasian Equities | Hyperion | 0.98% |
| 165 | BetaShares Australia 200 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | BetaShares | 0.23% |
| 166 | Kernel Australia 100 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 167 | Smart Australian Dividend ETF PIE · capped at PIR (max 28%) ETF · ASD Australasian Equities | Smartshares | 0.54% |
| 168 | NZ Funds Global Property PIE · capped at PIR (max 28%) balanced Listed Property | NZ Funds | 2.52% |
| 169 | Smart US Mid Cap ETF PIE · capped at PIR (max 28%) ETF · USM International Equities | Smartshares | 0.51% |
| 170 | ANZ Investments OneAnswer New Zealand Share Fund PIE · capped at PIR (max 28%) Australasian Equities | ANZ Investments | 1.05% |
| 171 | Mercer Macquarie NZ Short Duration Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Mercer | 0.68% |
| 172 | Mint Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Mint | 1.21% |
| 173 | ANZ Investments OneAnswer Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified | ANZ Investments | 0.95% |
| 174 | ANZ Investments OneAnswer Growth Fund PIE · capped at PIR (max 28%) growth Diversified | ANZ Investments | 0.95% |
| 175 | SBS Wealth World Bond Portfolio PIE · capped at PIR (max 28%) conservative International FI | SBS Wealth | 0.77% |
| 176 | Foundation Series Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Foundation Series | 0.36% |
| 177 | Kernel Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Kernel | 0.25% |
| 178 | AMP Balanced Managed Fund PIE · capped at PIR (max 28%) balanced Diversified |  AMP | 0.81% |
| 179 | AMP Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified | AMP | 0.81% |
| 180 | Smart US Small Cap ETF PIE · capped at PIR (max 28%) ETF · USS International Equities | Smartshares | 0.51% |
| 181 | NZ Funds New Zealand Property and Retirement Villages PIE · capped at PIR (max 28%) balanced Listed Property | NZ Funds | 2.52% |
| 182 | ANZ Investments OneAnswer Property Securities Fund PIE · capped at PIR (max 28%) Listed Property | ANZ Investments | 1.06% |
| 183 | Summer Global Equities PIE · capped at PIR (max 28%) growth International Equities | Summer | 1.02% |
| 184 | BetaShares Global Sustainability Leaders Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | BetaShares | 0.79% |
| 185 | Fisher Funds Income Fund PIE · capped at PIR (max 28%) International FI | Fisher Funds | 0.99% |
| 186 | Foundation Series Hedged US 500 Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Foundation Series | 0.03% |
| 187 | Mint Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified | Mint | 1.01% |
| 188 | Mercer NZ Shares Passive Fund PIE · capped at PIR (max 28%) Australasian Equities | Mercer | 0.36% |
| 189 | Smart US ESG ETF PIE · capped at PIR (max 28%) ETF · USA Responsible / ethical International Equities | Smartshares | 0.34% |
| 190 | Octagon Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Octagon | 1.17% |
| 191 | Smart Global Aggregate Bond ETF PIE · capped at PIR (max 28%) ETF · AGG International FI | Smartshares | 0.30% |
| 192 | Smart Bitcoin ETF PIE · capped at PIR (max 28%) ETF · BTC Thematic Other | Smartshares | 0.55% |
| 193 | Harbour Australasian Equity Income Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.10% |
| 194 | BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.59% |
| 195 | Kernel S&P 500 (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Kernel | 0.25% |
| 196 | Mercer Responsible Trans-Tasman Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Mercer | 1.06% |
| 197 | Resolution Capital Global Listed Infrastructure PIE Fund PIE · capped at PIR (max 28%) Thematic balanced Other | Resolution Capital | 1.05% |
| 198 | SBS Wealth Australasian Equity Portfolio PIE · capped at PIR (max 28%) growth Australasian Equities | SBS Wealth | 1.20% |
| 199 | Mercer Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Mercer | 1.25% |
| 200 | Mercer Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Mercer | 1.25% |
| 201 | Kernel S&P 500 (Unhedged) Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 202 | BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged conservative International FI | BetaShares | 0.34% |
| 203 | Aurellan Hedged Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | A Aurellan | 1.12% |
| 204 | TAHITO Te Tai o Rehua Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  TAHITO | 1.26% |
| 205 | Smart Emerging Markets ESG ETF PIE · capped at PIR (max 28%) ETF · EMG Responsible / ethical International Equities | Smartshares | 0.59% |
| 206 | Foundation Series Nasdaq-100 Fund PIE · capped at PIR (max 28%) Thematic International Equities | Foundation Series | 0.15% |
| 207 | Smart Europe ESG ETF PIE · capped at PIR (max 28%) ETF · EUG Responsible / ethical International Equities | Smartshares | 0.55% |
| 208 | Elevation Capital Global Shares Fund PIE · capped at PIR (max 28%) International Equities |  Elevation Capital | 1.80% |
| 209 | NZ Funds Wealth Builder - Inflation Strategy PIE · capped at PIR (max 28%) balanced Diversified | NZ Funds | 1.58% |
| 210 | Smart Healthcare Innovation ETF PIE · capped at PIR (max 28%) ETF · LIV Thematic International Equities | Smartshares | 0.75% |
| 211 | Coolabah Global Floating-Rate High Yield PIE Fund PIE · capped at PIR (max 28%) balanced International FI | Coolabah | 1.00% |
| 212 | Smart Australian Property ETF PIE · capped at PIR (max 28%) ETF · ASP Listed Property | Smartshares | 0.54% |
| 213 | Amova Core Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Amova | 0.95% |
| 214 | Aurellan Global Shares Fund PIE · capped at PIR (max 28%) growth International Equities | A Aurellan | 1.12% |
| 215 | ANZ Investments OneAnswer Australian Share Fund PIE · capped at PIR (max 28%) Australasian Equities | ANZ Investments | 1.09% |
| 216 | Harbour Australasian Equity Focus Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.21% |
| 217 | Mercer Income Generator Fund PIE · capped at PIR (max 28%) income Diversified | Mercer | 1.28% |
| 218 | NZ Funds Wealth Builder - Income Strategy PIE · capped at PIR (max 28%) income Diversified | NZ Funds | 1.20% |
| 219 | Hunter Private Credit Fund PIE · capped at PIR (max 28%) balanced International FI | H Hunter | 0.83% |
| 220 | BetaShares Global Quality Leaders Fund PIE · capped at PIR (max 28%) growth International Equities | BetaShares | 0.49% |
| 221 | Salt Enhanced Property Fund PIE · capped at PIR (max 28%) Listed Property | Salt | 1.02% |
| 222 | Lighthouse Global Equity Fund PIE · capped at PIR (max 28%) International Equities | L Lighthouse | 1.03% |
| 223 | Mercer Core Hedged Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Mercer | 1.46% |
| 224 | Smart Japan ESG ETF PIE · capped at PIR (max 28%) ETF · JPN Responsible / ethical International Equities | Smartshares | 0.55% |
| 225 | Summer Australian Equities PIE · capped at PIR (max 28%) growth Australasian Equities | Summer | 1.02% |
| 226 | SBS Wealth Balanced Strategy PIE · capped at PIR (max 28%) balanced Diversified | SBS Wealth | 1.03% |
| 227 | Mint Australasian Property Fund PIE · capped at PIR (max 28%) Listed Property | Mint | 1.07% |
| 228 | Pathfinder Global Property Fund PIE · capped at PIR (max 28%) Listed Property | Pathfinder | 1.00% |
| 229 | Devon Dividend Yield Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.39% |
| 230 | NZ Funds Income Generator PIE · capped at PIR (max 28%) income Diversified | NZ Funds | 1.67% |
| 231 | BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.67% |
| 232 | Booster Shielded Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Booster | 1.41% |
| 233 | Kernel Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Kernel | 0.25% |
| 234 | Kernel Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities | Kernel | 0.25% |
| 235 | Kernel Cash Plus Fund PIE · capped at PIR (max 28%) conservative Cash | Kernel | 0.25% |
| 236 | Amova Concentrated Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Amova | 1.15% |
| 237 | Mercer Responsible Global Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Mercer | 1.69% |
| 238 | Clarity New Zealand Equity Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Clarity | 1.06% |
| 239 | Pathfinder Ethical Trans-Tasman Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Pathfinder | 1.00% |
| 240 | Stewart Investors Worldwide Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Stewart Investors | 0.61% |
| 241 | AMP Aggressive Managed Fund PIE · capped at PIR (max 28%) aggressive Diversified | AMP | 0.80% |
| 242 | Castle Point Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities | Castle Point | 1.08% |
| 243 | Booster Wealth Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Booster | 0.83% |
| 244 | ANZ Investments OneAnswer New Zealand Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | ANZ Investments | 0.46% |
| 245 | AMP International Shares Managed Fund PIE · capped at PIR (max 28%) International Equities | AMP | 0.79% |
| 246 | Foundation Series US Dividend Equity Fund PIE · capped at PIR (max 28%) International Equities | Foundation Series | 0.06% |
| 247 | Summer Conservative Selection PIE · capped at PIR (max 28%) conservative Diversified | Summer | 0.87% |
| 248 | Devon Australian Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.30% |
| 249 | Foundation Series High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Foundation Series | 0.37% |
| 250 | Lifetime Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Lifetime | 0.99% |
| 251 | Kernel World ex-US Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 252 | Clarity Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Clarity | 1.16% |
| 253 | SBS Wealth New Zealand Bond Portfolio PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | SBS Wealth | 0.78% |
| 254 | ACI Growth Fund PIE · capped at PIR (max 28%) growth Diversified | A ACI | 1.61% |
| 255 | Summer Listed Property PIE · capped at PIR (max 28%) balanced Listed Property | Summer | 1.02% |
| 256 | Booster Wealth Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Booster | 0.91% |
| 257 | ANZ Investments OneAnswer International Property Fund PIE · capped at PIR (max 28%) Listed Property | ANZ Investments | 0.99% |
| 258 | Foundation Series Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Foundation Series | 0.10% |
| 259 | Kernel S&P Global Dividend Aristocrats Fund PIE · capped at PIR (max 28%) Thematic growth International Equities | Kernel | 0.25% |
| 260 | Harbour Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.23% |
| 261 | Clarity Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified | Clarity | 0.96% |
| 262 | Summer New Zealand Cash PIE · capped at PIR (max 28%) conservative Cash | Summer | 0.62% |
| 263 | Kernel Emerging Markets Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.45% |
| 264 | ACI Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | A ACI | 1.50% |
| 265 | Booster Wealth High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 0.96% |
| 266 | Lifetime Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Lifetime | 0.99% |
| 267 | Booster Wealth Moderate Fund PIE · capped at PIR (max 28%) conservative Diversified | Booster | 0.74% |
| 268 | Booster Wealth Geared Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 1.35% |
| 269 | ANZ Investments OneAnswer International Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | ANZ Investments | 0.49% |
| 270 | Kernel NZ 20 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 271 | Kernel S&P Global Clean Energy Fund PIE · capped at PIR (max 28%) Responsible / ethical Thematic aggressive International Equities | Kernel | 0.45% |
| 272 | Lifetime Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Lifetime | 0.99% |
| 273 | SBS Wealth Conservative Strategy PIE · capped at PIR (max 28%) conservative Diversified | SBS Wealth | 0.90% |
| 274 | Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | Kernel | 0.25% |
| 275 | Summer Global Fixed Interest PIE · capped at PIR (max 28%) conservative International FI | Summer | 0.87% |
| 276 | Kernel NZ Small & Mid Cap Opportunities Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 277 | Daintree High Income PIE PIE · capped at PIR (max 28%) balanced International FI | Daintree | 0.90% |
| 278 | Kernel NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Kernel | 0.40% |
| 279 | Kernel US Bond Fund PIE · capped at PIR (max 28%) conservative International FI | Kernel | 0.30% |
| 280 | Lifetime Cash Fund PIE · capped at PIR (max 28%) conservative Cash | Lifetime | 0.65% |
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 index-tracking managed fundsNZ managed funds with a responsible-investment labelNZ diversified (multi-asset) 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 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.