Mechanical screen

Australasian-equity managed funds ordered by AUM (largest first)

These are the Australasian-equity funds in our coverage with disclosed fund size, sorted from largest to smallest. AUM is taken from the most recent Quarterly Fund Update.

Filter: Category = Australasian equities & AUM disclosed
Funds matching: 57
Sorted by: Fund size (desc)

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

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 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.