Mechanical screen

NZ Australasian-equity managed funds

These are the funds in our coverage tagged Australasian equities — funds investing primarily in shares listed on the NZX or jointly across the NZX and ASX. Sorted by annual fund charge from lowest to highest.

Filter: Category = Australasian equities
Funds matching: 58
Sorted by: Annual fund charge (asc)

Last refreshed 2026-10-11 · 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	Smart S&P/NZX 50 ETF PIE · capped at PIR (max 28%)ETF · NZG Australasian Equities	Smartshares	0.20%	0.91%	NZ$198m
3	Harbour NZ Index Shares Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	0.21%	0.91%	NZ$679m
4	BetaShares Australia 200 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	BetaShares	0.23%	0.91%	NZ$54m
5	Kernel NZ 20 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.85%	NZ$2m
6	Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	Kernel	0.25%	0.85%	NZ$1m
7	Kernel NZ Small & Mid Cap Opportunities Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.85%	NZ$863061
8	Kernel Australia 100 Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Kernel	0.25%	0.91%	NZ$53m
9	Harbour Sustainable NZ Shares Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Harbour	0.27%	0.91%	NZ$380m
10	Smart Australian Top 200 ETF PIE · capped at PIR (max 28%)ETF · AUS Australasian Equities	Smartshares	0.30%	0.91%	NZ$332m
11	Dimensional Australian Sustainability PIE Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Dimensional	0.35%	0.91%	NZ$118m
12	Mercer NZ Shares Passive Fund PIE · capped at PIR (max 28%) Australasian Equities	Mercer	0.36%	0.91%	NZ$41m
13	Smart NZ Top 50 ETF PIE · capped at PIR (max 28%)ETF · FNZ Australasian Equities	Smartshares	0.50%	0.91%	NZ$573m
14	Smart Australian Dividend ETF PIE · capped at PIR (max 28%)ETF · ASD Australasian Equities	Smartshares	0.54%	0.91%	NZ$52m
15	Smart Australian Financials ETF PIE · capped at PIR (max 28%)ETF · ASF Australasian Equities	Smartshares	0.54%	0.91%	NZ$65m
16	Smart Australian Resources ETF PIE · capped at PIR (max 28%)ETF · ASR Australasian Equities	Smartshares	0.54%	0.91%	NZ$114m
17	Smart NZ Dividend ETF PIE · capped at PIR (max 28%)ETF · DIV Australasian Equities	Smartshares	0.54%	0.91%	NZ$97m
18	BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	BetaShares	0.59%	0.91%	NZ$34m
19	Smart Australian Top 20 ETF PIE · capped at PIR (max 28%)ETF · OZY Australasian Equities	Smartshares	0.60%	0.91%	NZ$209m
20	Smart NZ Mid Cap ETF PIE · capped at PIR (max 28%)ETF · MDZ Australasian Equities	Smartshares	0.60%	0.91%	NZ$133m
21	Smart NZ Top 10 ETF PIE · capped at PIR (max 28%)ETF · TNZ Australasian Equities	Smartshares	0.60%	0.91%	NZ$103m
22	BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%)Responsible / ethicalgrowth Australasian Equities	BetaShares	0.67%	0.91%	NZ$15m
23	Smart Australian Mid Cap ETF PIE · capped at PIR (max 28%)ETF · MZY Australasian Equities	Smartshares	0.75%	0.91%	NZ$291m
24	Russell Investments NZ Shares Fund PIE · capped at PIR (max 28%) Australasian Equities	Russell Investments	0.78%	0.91%	NZ$209m
25	Fisher Funds Australian Growth Fund PIE · capped at PIR (max 28%) Australasian Equities	Fisher Funds	0.87%	0.91%	NZ$77m
26	Amova Core Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Amova	0.95%	0.91%	NZ$23m
27	Mint New Zealand SRI Equity Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Mint	0.97%	0.91%	NZ$72m
28	Hyperion Australian Growth Companies PIE Fund PIE · capped at PIR (max 28%) Australasian Equities	Hyperion	0.98%	0.91%	NZ$55m
29	Pathfinder Ethical Trans-Tasman Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Pathfinder	1.00%	0.91%	NZ$12m
30	Summer Australian Equities PIE · capped at PIR (max 28%)growth Australasian Equities	Summer	1.02%	0.85%	NZ$17m
31	ANZ Investments OneAnswer New Zealand Share Fund PIE · capped at PIR (max 28%) Australasian Equities	ANZ Investments	1.05%	0.91%	NZ$49m
32	Milford Australian Absolute Growth Fund PIE · capped at PIR (max 28%) Australasian Equities	Milford	1.05%	1.10%	NZ$174m
33	Milford Trans-Tasman Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Milford	1.05%	0.91%	NZ$848m
34	Mercer Responsible Trans-Tasman Shares Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	Mercer	1.06%	0.91%	NZ$32m
35	Clarity New Zealand Equity Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Clarity	1.06%	0.91%	NZ$13m
36	Clarity Trans-Tasman Value Fund PIE · capped at PIR (max 28%)growth Australasian Equities	Clarity	1.06%	0.91%	NZ$133m
37	Castle Point Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities	Castle Point	1.08%	0.91%	NZ$12m
38	ANZ Investments OneAnswer Australian Share Fund PIE · capped at PIR (max 28%) Australasian Equities	ANZ Investments	1.09%	0.91%	NZ$22m
39	Harbour Australasian Equity Income Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.10%	0.91%	NZ$35m
40	Salt NZ Dividend Appreciation Fund PIE · capped at PIR (max 28%) Australasian Equities	Salt	1.10%	0.91%	NZ$112m
41	Harbour Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.12%	0.91%	NZ$101m
42	Amova Concentrated Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Amova	1.15%	0.91%	NZ$13m
43	Octagon New Zealand Equities Fund PIE · capped at PIR (max 28%) Australasian Equities	Octagon	1.17%	0.91%	NZ$161m
44	Mint Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	Mint	1.18%	0.91%	NZ$199m
45	SBS Wealth Australasian Equity Portfolio PIE · capped at PIR (max 28%)growth Australasian Equities	SBS Wealth	1.20%	0.91%	NZ$30m
46	Harbour Australasian Equity Focus Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.21%	0.91%	NZ$21m
47	Harbour Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities	Harbour	1.23%	0.89%	NZ$5m
48	QuayStreet NZ Equity Fund PIE · capped at PIR (max 28%) Australasian Equities	QuayStreet	1.25%	0.96%	NZ$203m
49	TAHITO Te Tai o Rehua Fund PIE · capped at PIR (max 28%)Responsible / ethical Australasian Equities	TAHITO	1.26%	0.91%	NZ$27m
50	Devon Alpha Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.30%	0.91%	NZ$140m
51	Devon Australian Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.30%	0.91%	NZ$10m
52	Devon Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.36%	0.91%	NZ$154m
53	Devon Dividend Yield Fund PIE · capped at PIR (max 28%) Australasian Equities	Devon	1.39%	0.91%	NZ$16m
54	Fisher Funds New Zealand Growth Fund PIE · capped at PIR (max 28%) Australasian Equities	Fisher Funds	1.42%	0.91%	NZ$161m
55	Fisher Funds Trans Tasman Equity Trust PIE · capped at PIR (max 28%) Australasian Equities	Fisher Funds	1.63%	0.91%	NZ$65m
56	NZ Funds New Zealand and Australian Shares PIE · capped at PIR (max 28%)growth Australasian Equities	NZ Funds	2.52%	1.29%	NZ$194m
57	Salt Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities	Salt	3.21%	1.10%	NZ$178m
58	Octagon Australasian Equities Fund PIE · capped at PIR (max 28%) Australasian Equities	Octagon	—	—	—

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

Diversified Q&A Australasian-equities Q&A International-equities Q&A NZ fixed-interest Q&A International FI Q&A Listed property Q&A Cash Q&A Other 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.