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 · Sourced from FMA Disclose via Sorted Smart Investor. How this list is built
| # | Fund | Manager | Annual fund charge |
|---|---|---|---|
| 1 | Simplicity NZ Share Fund PIE · capped at PIR (max 28%) growth Australasian Equities |  Simplicity | 0.10% |
| 2 | Smart S&P/NZX 50 ETF PIE · capped at PIR (max 28%) ETF · NZG Australasian Equities |  Smartshares | 0.20% |
| 3 | Harbour NZ Index Shares Fund PIE · capped at PIR (max 28%) Australasian Equities |  Harbour | 0.21% |
| 4 | BetaShares Australia 200 Fund PIE · capped at PIR (max 28%) growth Australasian Equities |  BetaShares | 0.23% |
| 5 | Kernel NZ 20 Fund PIE · capped at PIR (max 28%) growth Australasian Equities |  Kernel | 0.25% |
| 6 | Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | Kernel | 0.25% |
| 7 | Kernel NZ Small & Mid Cap Opportunities Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 8 | Kernel Australia 100 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 9 | Harbour Sustainable NZ Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Harbour | 0.27% |
| 10 | Smart Australian Top 200 ETF PIE · capped at PIR (max 28%) ETF · AUS Australasian Equities | Smartshares | 0.30% |
| 11 | Dimensional Australian Sustainability PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  Dimensional | 0.35% |
| 12 | Mercer NZ Shares Passive Fund PIE · capped at PIR (max 28%) Australasian Equities |  Mercer | 0.36% |
| 13 | Smart NZ Top 50 ETF PIE · capped at PIR (max 28%) ETF · FNZ Australasian Equities | Smartshares | 0.50% |
| 14 | Smart Australian Dividend ETF PIE · capped at PIR (max 28%) ETF · ASD Australasian Equities | Smartshares | 0.54% |
| 15 | Smart Australian Financials ETF PIE · capped at PIR (max 28%) ETF · ASF Australasian Equities | Smartshares | 0.54% |
| 16 | Smart Australian Resources ETF PIE · capped at PIR (max 28%) ETF · ASR Australasian Equities | Smartshares | 0.54% |
| 17 | Smart NZ Dividend ETF PIE · capped at PIR (max 28%) ETF · DIV Australasian Equities | Smartshares | 0.54% |
| 18 | BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.59% |
| 19 | Smart Australian Top 20 ETF PIE · capped at PIR (max 28%) ETF · OZY Australasian Equities | Smartshares | 0.60% |
| 20 | Smart NZ Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MDZ Australasian Equities | Smartshares | 0.60% |
| 21 | Smart NZ Top 10 ETF PIE · capped at PIR (max 28%) ETF · TNZ Australasian Equities | Smartshares | 0.60% |
| 22 | BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.67% |
| 23 | Smart Australian Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MZY Australasian Equities | Smartshares | 0.75% |
| 24 | Russell Investments NZ Shares Fund PIE · capped at PIR (max 28%) Australasian Equities |  Russell Investments | 0.78% |
| 25 | Fisher Funds Australian Growth Fund PIE · capped at PIR (max 28%) Australasian Equities |  Fisher Funds | 0.87% |
| 26 | Amova Core Equity Fund PIE · capped at PIR (max 28%) Australasian Equities |  Amova | 0.95% |
| 27 | Mint New Zealand SRI Equity Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  Mint | 0.97% |
| 28 | Hyperion Australian Growth Companies PIE Fund PIE · capped at PIR (max 28%) Australasian Equities |  Hyperion | 0.98% |
| 29 | Pathfinder Ethical Trans-Tasman Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  Pathfinder | 1.00% |
| 30 | Summer Australian Equities PIE · capped at PIR (max 28%) growth Australasian Equities |  Summer | 1.02% |
| 31 | ANZ Investments OneAnswer New Zealand Share Fund PIE · capped at PIR (max 28%) Australasian Equities |  ANZ Investments | 1.05% |
| 32 | Milford Australian Absolute Growth Fund PIE · capped at PIR (max 28%) Australasian Equities |  Milford | 1.05% |
| 33 | Milford Trans-Tasman Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Milford | 1.05% |
| 34 | Mercer Responsible Trans-Tasman Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Mercer | 1.06% |
| 35 | Clarity New Zealand Equity Fund PIE · capped at PIR (max 28%) growth Australasian Equities |  Clarity | 1.06% |
| 36 | Clarity Trans-Tasman Value Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Clarity | 1.06% |
| 37 | Castle Point Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities |  Castle Point | 1.08% |
| 38 | ANZ Investments OneAnswer Australian Share Fund PIE · capped at PIR (max 28%) Australasian Equities | ANZ Investments | 1.09% |
| 39 | Harbour Australasian Equity Income Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.10% |
| 40 | Salt NZ Dividend Appreciation Fund PIE · capped at PIR (max 28%) Australasian Equities |  Salt | 1.10% |
| 41 | Harbour Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.12% |
| 42 | Amova Concentrated Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Amova | 1.15% |
| 43 | Octagon Australasian Equities Fund PIE · capped at PIR (max 28%) Australasian Equities |  Octagon | 1.17% |
| 44 | Octagon New Zealand Equities Fund PIE · capped at PIR (max 28%) Australasian Equities | Octagon | 1.17% |
| 45 | Mint Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Mint | 1.18% |
| 46 | SBS Wealth Australasian Equity Portfolio PIE · capped at PIR (max 28%) growth Australasian Equities |  SBS Wealth | 1.20% |
| 47 | Harbour Australasian Equity Focus Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.21% |
| 48 | Harbour Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.23% |
| 49 | TAHITO Te Tai o Rehua Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  TAHITO | 1.26% |
| 50 | QuayStreet NZ Equity Fund PIE · capped at PIR (max 28%) Australasian Equities |  QuayStreet | 1.27% |
| 51 | Devon Alpha Fund PIE · capped at PIR (max 28%) Australasian Equities |  Devon | 1.30% |
| 52 | Devon Australian Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.30% |
| 53 | Devon Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.36% |
| 54 | Devon Dividend Yield Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.39% |
| 55 | Fisher Funds New Zealand Growth Fund PIE · capped at PIR (max 28%) Australasian Equities | Fisher Funds | 1.42% |
| 56 | Fisher Funds Trans Tasman Equity Trust PIE · capped at PIR (max 28%) Australasian Equities | Fisher Funds | 1.63% |
| 57 | NZ Funds New Zealand and Australian Shares PIE · capped at PIR (max 28%) growth Australasian Equities |  NZ Funds | 2.52% |
| 58 | Salt Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities | Salt | 3.21% |
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 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.