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ManagedFunds.nz

Mechanical screen

PIE-structured managed funds ordered by annual fund charge

These are the PIE-structured funds in our coverage — taxed under Subpart HM of the Income Tax Act 2007, capped at your Prescribed Investor Rate (max 28%) — sorted by annual fund charge from lowest to highest. See our PIE funds explainer for what the wrapper does.

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Last refreshed · Sourced from FMA Disclose via Sorted Smart Investor.How this list is built

#FundManagerAnnual fund charge
1Foundation Series US 500 Fund
PIE · capped at PIR (max 28%)
International Equities
Foundation Series logoFoundation Series0.03%
2Foundation Series Hedged US 500 Fund
PIE · capped at PIR (max 28%)NZD hedged
International Equities
Foundation Series logoFoundation Series0.03%
3Foundation Series US Dividend Equity Fund
PIE · capped at PIR (max 28%)
International Equities
Foundation Series logoFoundation Series0.06%
4Foundation Series Total World Fund
PIE · capped at PIR (max 28%)
International Equities
Foundation Series logoFoundation Series0.07%
5Foundation Series Hedged Total World Fund
PIE · capped at PIR (max 28%)NZD hedged
International Equities
Foundation Series logoFoundation Series0.07%
6Foundation Series Global ESG Fund
PIE · capped at PIR (max 28%)Responsible / ethical
International Equities
Foundation Series logoFoundation Series0.10%
7Simplicity NZ Bond Fund
PIE · capped at PIR (max 28%)conservative
NZ Fixed Interest
Simplicity logoSimplicity0.10%
8Simplicity NZ Share Fund
PIE · capped at PIR (max 28%)growth
Australasian Equities
Simplicity logoSimplicity0.10%
9Simplicity NZ Cash Fund
PIE · capped at PIR (max 28%)conservative
Cash
Simplicity logoSimplicity0.12%
10Foundation Series Nasdaq-100 Fund
PIE · capped at PIR (max 28%)Thematic
International Equities
Foundation Series logoFoundation Series0.15%
11Simplicity Hedged Global Bond Fund
PIE · capped at PIR (max 28%)NZD hedgedconservative
International FI
Simplicity logoSimplicity0.15%
12Simplicity Hedged Global Share Fund
PIE · capped at PIR (max 28%)NZD hedgedgrowth
International Equities
Simplicity logoSimplicity0.15%
13Simplicity Unhedged Global Share Fund
PIE · capped at PIR (max 28%)growth
International Equities
Simplicity logoSimplicity0.15%
14Smart S&P/NZX 50 ETF
PIE · capped at PIR (max 28%)ETF · NZG
Australasian Equities
Smartshares logoSmartshares0.20%
15Harbour NZ Index Shares Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Harbour logoHarbour0.21%
16BetaShares Australia 200 Fund
PIE · capped at PIR (max 28%)growth
Australasian Equities
BetaShares logoBetaShares0.23%
17Dimensional Two-Year Sustainability Fixed Interest PIE Fund
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical
International FI
Dimensional logoDimensional0.25%
18Simplicity Conservative Investment Fund
PIE · capped at PIR (max 28%)conservative
Diversified
Simplicity logoSimplicity0.25%
19Simplicity Balanced Investment Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Simplicity logoSimplicity0.25%
20Simplicity Growth Investment Fund
PIE · capped at PIR (max 28%)growth
Diversified
Simplicity logoSimplicity0.25%
21Simplicity High Growth Investment Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
Simplicity logoSimplicity0.25%
22Simplicity Homes and Income Investment Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Simplicity logoSimplicity0.25%
23Kernel Conservative Fund
PIE · capped at PIR (max 28%)conservative
Diversified
Kernel logoKernel0.25%
24Kernel Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Kernel logoKernel0.25%
25Kernel High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
Kernel logoKernel0.25%
26Kernel Cash Plus Fund
PIE · capped at PIR (max 28%)conservative
Cash
Kernel logoKernel0.25%
27Kernel S&P Global 100 Fund
PIE · capped at PIR (max 28%)growth
International Equities
Kernel logoKernel0.25%
28Kernel S&P Global 100 (NZD Hedged) Fund
PIE · capped at PIR (max 28%)NZD hedgedgrowth
International Equities
Kernel logoKernel0.25%
29Kernel S&P 500 (Unhedged) Fund
PIE · capped at PIR (max 28%)growth
International Equities
Kernel logoKernel0.25%
30Kernel S&P 500 (NZD Hedged) Fund
PIE · capped at PIR (max 28%)NZD hedgedgrowth
International Equities
Kernel logoKernel0.25%
31Kernel World ex-US Fund
PIE · capped at PIR (max 28%)growth
International Equities
Kernel logoKernel0.25%
32Kernel Global ESG Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
International Equities
Kernel logoKernel0.25%
33Kernel S&P Global Dividend Aristocrats Fund
PIE · capped at PIR (max 28%)Thematicgrowth
International Equities
Kernel logoKernel0.25%
34Kernel Global Infrastructure Fund
PIE · capped at PIR (max 28%)Thematicbalanced
Other
Kernel logoKernel0.25%
35Kernel NZ 20 Fund
PIE · capped at PIR (max 28%)growth
Australasian Equities
Kernel logoKernel0.25%
36Kernel NZ 50 ESG Tilted Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
Australasian Equities
Kernel logoKernel0.25%
37Kernel NZ Small & Mid Cap Opportunities Fund
PIE · capped at PIR (max 28%)growth
Australasian Equities
Kernel logoKernel0.25%
38Kernel NZ Commercial Property Fund
PIE · capped at PIR (max 28%)balanced
Listed Property
Kernel logoKernel0.25%
39Kernel Australia 100 Fund
PIE · capped at PIR (max 28%)growth
Australasian Equities
Kernel logoKernel0.25%
40Harbour Enhanced Cash Fund
PIE · capped at PIR (max 28%)conservative
Cash
Harbour logoHarbour0.26%
41Clarity Enhanced Cash PIE
PIE · capped at PIR (max 28%)conservative
Cash
Clarity logoClarity0.26%
42Harbour Sustainable NZ Shares Fund
PIE · capped at PIR (max 28%)Responsible / ethical
Australasian Equities
Harbour logoHarbour0.27%
43Dimensional Five-Year Diversified Fixed Interest PIE Fund
PIE · capped at PIR (max 28%)NZD hedged
International FI
Dimensional logoDimensional0.28%
44Smart Australian Top 200 ETF
PIE · capped at PIR (max 28%)ETF · AUS
Australasian Equities
Smartshares logoSmartshares0.30%
45Smart Global Aggregate Bond ETF
PIE · capped at PIR (max 28%)ETF · AGG
International FI
Smartshares logoSmartshares0.30%
46Kernel US Bond Fund
PIE · capped at PIR (max 28%)conservative
International FI
Kernel logoKernel0.30%
47Dimensional Global Bond Sustainability PIE Fund
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical
International FI
Dimensional logoDimensional0.32%
48Evidential Sustainable Global Bond Fund
PIE · capped at PIR (max 28%)Responsible / ethical
International FI
Evidential logoEvidential0.32%
49Russell Investments Hedged Sustainable Global Shares Fund
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical
International Equities
Russell Investments logoRussell Investments0.33%
50Russell Investments Sustainable Global Shares Fund
PIE · capped at PIR (max 28%)Responsible / ethical
International Equities
Russell Investments logoRussell Investments0.33%
51Smart US 500 ETF
PIE · capped at PIR (max 28%)ETF · USF
International Equities
Smartshares logoSmartshares0.34%
52Smart US ESG ETF
PIE · capped at PIR (max 28%)ETF · USAResponsible / ethical
International Equities
Smartshares logoSmartshares0.34%
53BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged)
PIE · capped at PIR (max 28%)NZD hedgedconservative
International FI
BetaShares logoBetaShares0.34%
54Dimensional Australian Sustainability PIE Fund
PIE · capped at PIR (max 28%)Responsible / ethical
Australasian Equities
Dimensional logoDimensional0.35%
55Foundation Series Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Foundation Series logoFoundation Series0.36%
56Mercer NZ Shares Passive Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Mercer logoMercer0.36%
57Foundation Series High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
Foundation Series logoFoundation Series0.37%
58Foundation Series Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Foundation Series logoFoundation Series0.38%
59Schroder Sustainable Global Core PIE Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
International Equities
Schroders logoSchroders0.39%
60Schroder Sustainable Global Core PIE Fund (Hedged)
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth
International Equities
Schroders logoSchroders0.39%
61Dimensional Global Sustainability PIE Fund
PIE · capped at PIR (max 28%)Responsible / ethical
International Equities
Dimensional logoDimensional0.40%
62Dimensional Global Sustainability PIE Fund (NZD Hedged)
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical
International Equities
Dimensional logoDimensional0.40%
63Smart Total World ETF
PIE · capped at PIR (max 28%)ETF · TWF
International Equities
Smartshares logoSmartshares0.40%
64Kernel NZ Bond Fund
PIE · capped at PIR (max 28%)conservative
NZ Fixed Interest
Kernel logoKernel0.40%
65Mercer All Country Global Shares Index Fund
PIE · capped at PIR (max 28%)
International Equities
Mercer logoMercer0.43%
66Mercer Responsible Hedged Global Fixed Interest Index Fund
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethical
International FI
Mercer logoMercer0.43%
67Kernel Emerging Markets Fund
PIE · capped at PIR (max 28%)growth
International Equities
Kernel logoKernel0.45%
68Kernel S&P Global Clean Energy Fund
PIE · capped at PIR (max 28%)Responsible / ethicalThematicaggressive
International Equities
Kernel logoKernel0.45%
69ANZ Investments OneAnswer New Zealand Fixed Interest Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
ANZ Investments logoANZ Investments0.46%
70Harbour NZ Corporate Bond Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Harbour logoHarbour0.47%
71JPMorgan Global Bond Fund
PIE · capped at PIR (max 28%)conservative
International FI
JPMorgan logoJPMorgan0.47%
72ANZ Investments OneAnswer International Fixed Interest Fund
PIE · capped at PIR (max 28%)
International FI
ANZ Investments logoANZ Investments0.49%
73Russell Investments NZ Fixed Interest Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Russell Investments logoRussell Investments0.49%
74BetaShares Global Quality Leaders Fund
PIE · capped at PIR (max 28%)growth
International Equities
BetaShares logoBetaShares0.49%
75Smart NZ Top 50 ETF
PIE · capped at PIR (max 28%)ETF · FNZ
Australasian Equities
Smartshares logoSmartshares0.50%
76Smart US Large Growth ETF
PIE · capped at PIR (max 28%)ETF · USG
International Equities
Smartshares logoSmartshares0.51%
77Smart US Large Value ETF
PIE · capped at PIR (max 28%)ETF · USV
International Equities
Smartshares logoSmartshares0.51%
78Smart US Mid Cap ETF
PIE · capped at PIR (max 28%)ETF · USM
International Equities
Smartshares logoSmartshares0.51%
79Smart US Small Cap ETF
PIE · capped at PIR (max 28%)ETF · USS
International Equities
Smartshares logoSmartshares0.51%
80Hunter Global Fixed Interest Fund
PIE · capped at PIR (max 28%)
International FI
Hunter logoHunter0.53%
81Smart Australian Dividend ETF
PIE · capped at PIR (max 28%)ETF · ASD
Australasian Equities
Smartshares logoSmartshares0.54%
82Smart Australian Financials ETF
PIE · capped at PIR (max 28%)ETF · ASF
Australasian Equities
Smartshares logoSmartshares0.54%
83Smart Australian Resources ETF
PIE · capped at PIR (max 28%)ETF · ASR
Australasian Equities
Smartshares logoSmartshares0.54%
84Smart NZ Dividend ETF
PIE · capped at PIR (max 28%)ETF · DIV
Australasian Equities
Smartshares logoSmartshares0.54%
85Smart Global ESG ETF
PIE · capped at PIR (max 28%)ETF · ESGResponsible / ethical
International Equities
Smartshares logoSmartshares0.54%
86Smart Global Bond ETF
PIE · capped at PIR (max 28%)ETF · GBF
International FI
Smartshares logoSmartshares0.54%
87Smart Australian Property ETF
PIE · capped at PIR (max 28%)ETF · ASP
Listed Property
Smartshares logoSmartshares0.54%
88Smart NZ Property ETF
PIE · capped at PIR (max 28%)ETF · NPF
Listed Property
Smartshares logoSmartshares0.54%
89Smart NZ Bond ETF
PIE · capped at PIR (max 28%)ETF · NZB
NZ Fixed Interest
Smartshares logoSmartshares0.54%
90Smart Asia Pacific ETF
PIE · capped at PIR (max 28%)ETF · APA
International Equities
Smartshares logoSmartshares0.55%
91Smart Europe ESG ETF
PIE · capped at PIR (max 28%)ETF · EUGResponsible / ethical
International Equities
Smartshares logoSmartshares0.55%
92Smart Europe ETF
PIE · capped at PIR (max 28%)ETF · EUF
International Equities
Smartshares logoSmartshares0.55%
93Smart Japan ESG ETF
PIE · capped at PIR (max 28%)ETF · JPNResponsible / ethical
International Equities
Smartshares logoSmartshares0.55%
94Smart Bitcoin ETF
PIE · capped at PIR (max 28%)ETF · BTCThematic
Other
Smartshares logoSmartshares0.55%
95Russell Investments Global Fixed Interest Fund
PIE · capped at PIR (max 28%)
International FI
Russell Investments logoRussell Investments0.58%
96Smart Emerging Markets ESG ETF
PIE · capped at PIR (max 28%)ETF · EMGResponsible / ethical
International Equities
Smartshares logoSmartshares0.59%
97Smart Emerging Markets ETF
PIE · capped at PIR (max 28%)ETF · EMF
International Equities
Smartshares logoSmartshares0.59%
98BetaShares NZ Sustainability Leaders Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
Australasian Equities
BetaShares logoBetaShares0.59%
99Smart Australian Top 20 ETF
PIE · capped at PIR (max 28%)ETF · OZY
Australasian Equities
Smartshares logoSmartshares0.60%
100Smart NZ Mid Cap ETF
PIE · capped at PIR (max 28%)ETF · MDZ
Australasian Equities
Smartshares logoSmartshares0.60%
101Smart NZ Top 10 ETF
PIE · capped at PIR (max 28%)ETF · TNZ
Australasian Equities
Smartshares logoSmartshares0.60%
102Mercer Macquarie NZ Fixed Interest Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Mercer logoMercer0.60%
103Stewart Investors Worldwide Leaders Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
International Equities
Stewart Investors logoStewart Investors0.61%
104Te Ahumairangi Global Equity Fund
PIE · capped at PIR (max 28%)
International Equities
Te Ahumairangi logoTe Ahumairangi0.62%
105Evidential Sustainable Targeted Factor Fund
PIE · capped at PIR (max 28%)Responsible / ethical
International Equities
Evidential logoEvidential0.62%
106Summer New Zealand Cash
PIE · capped at PIR (max 28%)conservative
Cash
Summer logoSummer0.62%
107ANZ Investments OneAnswer Conservative Fund
PIE · capped at PIR (max 28%)conservative
Diversified
ANZ Investments logoANZ Investments0.63%
108Milford Diversified Income Fund
PIE · capped at PIR (max 28%)income
Diversified
Milford logoMilford0.65%
109Milford Trans-Tasman Bond Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Milford logoMilford0.65%
110Lifetime Cash Fund
PIE · capped at PIR (max 28%)conservative
Cash
Lifetime logoLifetime0.65%
111Harbour Income Fund
PIE · capped at PIR (max 28%)income
Diversified
Harbour logoHarbour0.66%
112Harbour NZ Core Fixed Interest Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Harbour logoHarbour0.66%
113Coolabah Short Term Income PIE Fund
PIE · capped at PIR (max 28%)conservative
International FI
Coolabah logoCoolabah0.67%
114BetaShares Australian Sustainability Leaders Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
Australasian Equities
BetaShares logoBetaShares0.67%
115Mercer Macquarie NZ Short Duration Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Mercer logoMercer0.68%
116Amova Corporate Bond Fund
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Amova logoAmova0.70%
117Clarity Fixed Income Fund
PIE · capped at PIR (max 28%)conservative
International FI
Clarity logoClarity0.70%
118Daintree Core Income PIE
PIE · capped at PIR (max 28%)conservative
International FI
Daintree logoDaintree0.73%
119Booster Wealth Moderate Fund
PIE · capped at PIR (max 28%)conservative
Diversified
Booster logoBooster0.74%
120ANZ Investments OneAnswer Conservative Balanced Fund
PIE · capped at PIR (max 28%)conservative balanced
Diversified
ANZ Investments logoANZ Investments0.75%
121Smart Australian Mid Cap ETF
PIE · capped at PIR (max 28%)ETF · MZY
Australasian Equities
Smartshares logoSmartshares0.75%
122Smart Automation and Robotics ETF
PIE · capped at PIR (max 28%)ETF · BOTThematic
International Equities
Smartshares logoSmartshares0.75%
123Smart Healthcare Innovation ETF
PIE · capped at PIR (max 28%)ETF · LIVThematic
International Equities
Smartshares logoSmartshares0.75%
124Coolabah Active Composite Bond PIE Fund
PIE · capped at PIR (max 28%)conservative
International FI
Coolabah logoCoolabah0.76%
125QuayStreet Income Fund
PIE · capped at PIR (max 28%)income
Diversified
QuayStreet logoQuayStreet0.77%
126Brandywine Global Opportunistic Fixed Income Fund
PIE · capped at PIR (max 28%)
International FI
Brandywine logoBrandywine0.77%
127Harbour Real Estate Investment Fund
PIE · capped at PIR (max 28%)
Listed Property
Harbour logoHarbour0.77%
128SBS Wealth World Bond Portfolio
PIE · capped at PIR (max 28%)conservative
International FI
SBS Wealth logoSBS Wealth0.77%
129BetaShares Global Sustainability Leaders Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
International Equities
BetaShares logoBetaShares0.77%
130Russell Investments NZ Shares Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Russell Investments logoRussell Investments0.78%
131SBS Wealth New Zealand Bond Portfolio
PIE · capped at PIR (max 28%)conservative
NZ Fixed Interest
SBS Wealth logoSBS Wealth0.78%
132AMP International Shares Managed Fund
PIE · capped at PIR (max 28%)
International Equities
AMP logoAMP0.79%
133BetaShares Global Sustainability Leaders Fund (NZD Hedged)
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth
International Equities
BetaShares logoBetaShares0.79%
134AMP Aggressive Managed Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
AMP logoAMP0.80%
135AMP Balanced Managed Fund
PIE · capped at PIR (max 28%)balanced
Diversified
AMP logoAMP0.81%
136AMP Growth Managed Fund
PIE · capped at PIR (max 28%)growth
Diversified
AMP logoAMP0.81%
137Booster Wealth Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Booster logoBooster0.83%
138Bentham Global Income PIE Fund
PIE · capped at PIR (max 28%)conservative
International FI
Bentham logoBentham0.83%
139Hunter Private Credit Fund
PIE · capped at PIR (max 28%)balanced
International FI
Hunter logoHunter0.83%
140ANZ Investments OneAnswer International Listed Infrastructure Fund
PIE · capped at PIR (max 28%)
International Equities
ANZ Investments logoANZ Investments0.84%
141Milford Conservative Fund
PIE · capped at PIR (max 28%)conservative
Diversified
Milford logoMilford0.85%
142Milford Global Corporate Bond Fund
PIE · capped at PIR (max 28%)
International FI
Milford logoMilford0.85%
143Pella Global Generations PIE Fund
PIE · capped at PIR (max 28%)growth
International Equities
Pella logoPella0.85%
144Fisher Funds Australian Growth Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Fisher Funds logoFisher Funds0.87%
145Summer Conservative Selection
PIE · capped at PIR (max 28%)conservative
Diversified
Summer logoSummer0.87%
146Summer Global Fixed Interest
PIE · capped at PIR (max 28%)conservative
International FI
Summer logoSummer0.87%
147ANZ Investments OneAnswer Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
ANZ Investments logoANZ Investments0.90%
148SBS Wealth Conservative Strategy
PIE · capped at PIR (max 28%)conservative
Diversified
SBS Wealth logoSBS Wealth0.90%
149Daintree High Income PIE
PIE · capped at PIR (max 28%)balanced
International FI
Daintree logoDaintree0.90%
150Booster Wealth Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Booster logoBooster0.91%
151Russell Investments Hedged Global Shares Fund
PIE · capped at PIR (max 28%)NZD hedged
International Equities
Russell Investments logoRussell Investments0.92%
152ANZ Investments OneAnswer Balanced Growth Fund
PIE · capped at PIR (max 28%)balanced growth
Diversified
ANZ Investments logoANZ Investments0.93%
153Harbour Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Harbour logoHarbour0.93%
154Pathfinder Global Responsibility Fund
PIE · capped at PIR (max 28%)Responsible / ethical
International Equities
Pathfinder logoPathfinder0.93%
155Russell Investments Global Shares Fund
PIE · capped at PIR (max 28%)
International Equities
Russell Investments logoRussell Investments0.93%
156Brandywine Global Opportunistic Equity Fund
PIE · capped at PIR (max 28%)growth
International Equities
Brandywine logoBrandywine0.93%
157ANZ Investments OneAnswer High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
ANZ Investments logoANZ Investments0.95%
158Amova Core Equity Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Amova logoAmova0.95%
159Booster Wealth High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
Booster logoBooster0.96%
160Clarity Diversified Income Fund
PIE · capped at PIR (max 28%)income
Diversified
Clarity logoClarity0.96%
161Mint New Zealand SRI Equity Fund
PIE · capped at PIR (max 28%)Responsible / ethical
Australasian Equities
Mint logoMint0.97%
162Fisher Funds New Zealand Fixed Income Trust
PIE · capped at PIR (max 28%)
NZ Fixed Interest
Fisher Funds logoFisher Funds0.97%
163ANZ Investments OneAnswer Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
ANZ Investments logoANZ Investments0.98%
164Harbour Epoch Global Quality Select Equity Fund
PIE · capped at PIR (max 28%)growth
International Equities
Harbour logoHarbour0.98%
165Hyperion Australian Growth Companies PIE Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Hyperion logoHyperion0.98%
166Fisher Funds Income Fund
PIE · capped at PIR (max 28%)
International FI
Fisher Funds logoFisher Funds0.99%
167ANZ Investments OneAnswer International Property Fund
PIE · capped at PIR (max 28%)
Listed Property
ANZ Investments logoANZ Investments0.99%
168Lifetime Conservative Fund
PIE · capped at PIR (max 28%)conservative
Diversified
Lifetime logoLifetime0.99%
169Lifetime Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Lifetime logoLifetime0.99%
170Lifetime Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Lifetime logoLifetime0.99%
171Harbour Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Harbour logoHarbour1.00%
172Pathfinder Ethical Trans-Tasman Fund
PIE · capped at PIR (max 28%)Responsible / ethical
Australasian Equities
Pathfinder logoPathfinder1.00%
173ANZ Investments OneAnswer International Share Fund
PIE · capped at PIR (max 28%)
International Equities
ANZ Investments logoANZ Investments1.00%
174Pathfinder Global Property Fund
PIE · capped at PIR (max 28%)
Listed Property
Pathfinder logoPathfinder1.00%
175Coolabah Global Floating-Rate High Yield PIE Fund
PIE · capped at PIR (max 28%)balanced
International FI
Coolabah logoCoolabah1.00%
176Harbour Epoch Global Quality Select Equity (Hedged) Fund
PIE · capped at PIR (max 28%)NZD hedgedgrowth
International Equities
Harbour logoHarbour1.01%
177Mint Diversified Income Fund
PIE · capped at PIR (max 28%)income
Diversified
Mint logoMint1.01%
178Salt Enhanced Property Fund
PIE · capped at PIR (max 28%)
Listed Property
Salt logoSalt1.02%
179Summer Australian Equities
PIE · capped at PIR (max 28%)growth
Australasian Equities
Summer logoSummer1.02%
180Summer Balanced Selection
PIE · capped at PIR (max 28%)balanced
Diversified
Summer logoSummer1.02%
181Summer Global Equities
PIE · capped at PIR (max 28%)growth
International Equities
Summer logoSummer1.02%
182Summer Growth Selection
PIE · capped at PIR (max 28%)growth
Diversified
Summer logoSummer1.02%
183Summer Listed Property
PIE · capped at PIR (max 28%)balanced
Listed Property
Summer logoSummer1.02%
184Lighthouse Global Equity Fund
PIE · capped at PIR (max 28%)
International Equities
LLighthouse1.03%
185First Sentier Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%)Thematicbalanced
Other
First Sentier logoFirst Sentier1.03%
186SBS Wealth Balanced Strategy
PIE · capped at PIR (max 28%)balanced
Diversified
SBS Wealth logoSBS Wealth1.03%
187Harbour Balanced Growth Fund
PIE · capped at PIR (max 28%)balanced growth
Diversified
Harbour logoHarbour1.04%
188Milford Active Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Milford logoMilford1.05%
189Milford Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Milford logoMilford1.05%
190ANZ Investments OneAnswer New Zealand Share Fund
PIE · capped at PIR (max 28%)
Australasian Equities
ANZ Investments logoANZ Investments1.05%
191Milford Australian Absolute Growth Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Milford logoMilford1.05%
192Milford Trans-Tasman Equity Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Milford logoMilford1.05%
193Resolution Capital Global Listed Infrastructure PIE Fund
PIE · capped at PIR (max 28%)Thematicbalanced
Other
Resolution Capital logoResolution Capital1.05%
194Resolution Capital Global Property Securities PIE Fund
PIE · capped at PIR (max 28%)balanced
Listed Property
Resolution Capital logoResolution Capital1.05%
195Mercer Responsible Trans-Tasman Shares Fund
PIE · capped at PIR (max 28%)Responsible / ethical
Australasian Equities
Mercer logoMercer1.06%
196ANZ Investments OneAnswer Property Securities Fund
PIE · capped at PIR (max 28%)
Listed Property
ANZ Investments logoANZ Investments1.06%
197Clarity Dividend Yield Fund
PIE · capped at PIR (max 28%)growth
International Equities
Clarity logoClarity1.06%
198Clarity Global Shares Fund
PIE · capped at PIR (max 28%)growth
International Equities
Clarity logoClarity1.06%
199Clarity New Zealand Equity Fund
PIE · capped at PIR (max 28%)growth
Australasian Equities
Clarity logoClarity1.06%
200Clarity Trans-Tasman Value Fund
PIE · capped at PIR (max 28%)growth
Australasian Equities
Clarity logoClarity1.06%
201Mint Australasian Property Fund
PIE · capped at PIR (max 28%)
Listed Property
Mint logoMint1.07%
202Castle Point Trans-Tasman Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Castle Point logoCastle Point1.08%
203Russell Investments Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%)
Other
Russell Investments logoRussell Investments1.08%
204ANZ Investments OneAnswer Australian Share Fund
PIE · capped at PIR (max 28%)
Australasian Equities
ANZ Investments logoANZ Investments1.09%
205Harbour Australasian Equity Income Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Harbour logoHarbour1.10%
206Salt NZ Dividend Appreciation Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Salt logoSalt1.10%
207Harbour Australasian Equity Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Harbour logoHarbour1.12%
208Aurellan Global Shares Fund
PIE · capped at PIR (max 28%)growth
International Equities
AAurellan1.12%
209Aurellan Hedged Global Shares Fund
PIE · capped at PIR (max 28%)NZD hedgedgrowth
International Equities
AAurellan1.12%
210SBS Wealth Growth Strategy
PIE · capped at PIR (max 28%)growth
Diversified
SBS Wealth logoSBS Wealth1.13%
211Milford Aggressive Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
Milford logoMilford1.15%
212Amova Concentrated Equity Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Amova logoAmova1.15%
213Clarity Diversified Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Clarity logoClarity1.16%
214Octagon Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Octagon logoOctagon1.17%
215Octagon New Zealand Equities Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Octagon logoOctagon1.17%
216Castle Point 5 Oceans Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Castle Point logoCastle Point1.18%
217Mint Australasian Equity Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Mint logoMint1.18%
218SBS Wealth World Equity Portfolio
PIE · capped at PIR (max 28%)growth
International Equities
SBS Wealth logoSBS Wealth1.18%
219Amova Global Shares Fund
PIE · capped at PIR (max 28%)
International Equities
Amova logoAmova1.20%
220Amova Global Shares Hedged Fund
PIE · capped at PIR (max 28%)NZD hedged
International Equities
Amova logoAmova1.20%
221NZ Funds Wealth Builder - Income Strategy
PIE · capped at PIR (max 28%)income
Diversified
NZ Funds logoNZ Funds1.20%
222SBS Wealth Australasian Equity Portfolio
PIE · capped at PIR (max 28%)growth
Australasian Equities
SBS Wealth logoSBS Wealth1.20%
223Mint Diversified Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Mint logoMint1.21%
224Harbour Australasian Equity Focus Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Harbour logoHarbour1.21%
225Antipodes Global Fund – Long (PIE)
PIE · capped at PIR (max 28%)
International Equities
Antipodes logoAntipodes1.21%
226Harbour T. Rowe Price Global Equity Fund
PIE · capped at PIR (max 28%)
International Equities
Harbour logoHarbour1.21%
227Clarity - Capital Group New Perspective Fund
PIE · capped at PIR (max 28%)growth
International Equities
Clarity logoClarity1.21%
228SBS Wealth High Growth Strategy
PIE · capped at PIR (max 28%)aggressive
Diversified
SBS Wealth logoSBS Wealth1.22%
229Harbour Long Short Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Harbour logoHarbour1.23%
230Harbour T. Rowe Price Global Equity Fund (Hedged)
PIE · capped at PIR (max 28%)NZD hedged
International Equities
Harbour logoHarbour1.24%
231Mercer Core Global Shares Fund
PIE · capped at PIR (max 28%)
International Equities
Mercer logoMercer1.24%
232Mercer Responsible Balanced Fund
PIE · capped at PIR (max 28%)Responsible / ethicalbalanced
Diversified
Mercer logoMercer1.25%
233QuayStreet NZ Equity Fund
PIE · capped at PIR (max 28%)
Australasian Equities
QuayStreet logoQuayStreet1.25%
234Mercer Global Shares Fund
PIE · capped at PIR (max 28%)
International Equities
Mercer logoMercer1.25%
235TAHITO Te Tai o Rehua Fund
PIE · capped at PIR (max 28%)Responsible / ethical
Australasian Equities
TAHITO logoTAHITO1.26%
236Fisher Funds BondPlus Fund
PIE · capped at PIR (max 28%)
International FI
Fisher Funds logoFisher Funds1.26%
237Mercer Income Generator Fund
PIE · capped at PIR (max 28%)income
Diversified
Mercer logoMercer1.28%
238Devon Alpha Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Devon logoDevon1.30%
239Devon Australian Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Devon logoDevon1.30%
240Pathfinder Global Water Fund
PIE · capped at PIR (max 28%)Responsible / ethicalThematic
International Equities
Pathfinder logoPathfinder1.30%
241Pathfinder Ethical Growth Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
Diversified
Pathfinder logoPathfinder1.31%
242Fisher Funds International Growth Fund
PIE · capped at PIR (max 28%)
International Equities
Fisher Funds logoFisher Funds1.31%
243Mercer Global Listed Real Estate Fund
PIE · capped at PIR (max 28%)
Listed Property
Mercer logoMercer1.33%
244Booster Socially Responsible Balanced Fund
PIE · capped at PIR (max 28%)Responsible / ethicalbalanced
Diversified
Booster logoBooster1.33%
245Mercer Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%)
Other
Mercer logoMercer1.34%
246Booster Socially Responsible Growth Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
Diversified
Booster logoBooster1.34%
247Fisher Funds Conservative Fund
PIE · capped at PIR (max 28%)conservative
Diversified
Fisher Funds logoFisher Funds1.35%
248Generate Focused Growth Managed Fund
PIE · capped at PIR (max 28%)growth
Diversified
Generate logoGenerate1.35%
249Milford Global Equity Fund
PIE · capped at PIR (max 28%)
International Equities
Milford logoMilford1.35%
250Booster Wealth Geared Growth Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
Booster logoBooster1.35%
251Booster Socially Responsible High Growth Fund
PIE · capped at PIR (max 28%)Responsible / ethicalaggressive
Diversified
Booster logoBooster1.35%
252Devon Trans-Tasman Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Devon logoDevon1.36%
253Lifetime Retirement Income Fund
PIE · capped at PIR (max 28%)income
Diversified
Lifetime logoLifetime1.36%
254Devon Dividend Yield Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Devon logoDevon1.39%
255Booster Shielded Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Booster logoBooster1.41%
256Fisher Funds New Zealand Growth Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Fisher Funds logoFisher Funds1.42%
257NZ Funds Global Bonds
PIE · capped at PIR (max 28%)conservative
International FI
NZ Funds logoNZ Funds1.44%
258NZ Funds New Zealand and Australian Bonds
PIE · capped at PIR (max 28%)conservative
NZ Fixed Interest
NZ Funds logoNZ Funds1.44%
259Fisher Funds Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
Fisher Funds logoFisher Funds1.46%
260Mercer Core Hedged Global Shares Fund
PIE · capped at PIR (max 28%)NZD hedged
International Equities
Mercer logoMercer1.46%
261Pie Global Growth Fund 2
PIE · capped at PIR (max 28%)
International Equities
Pie Funds logoPie Funds1.46%
262ACI Conservative Fund
PIE · capped at PIR (max 28%)conservative
Diversified
ACI logoACI1.50%
263Fisher Funds Property & Infrastructure Fund
PIE · capped at PIR (max 28%)
Listed Property
Fisher Funds logoFisher Funds1.53%
264NZ Funds Wealth Builder - Inflation Strategy
PIE · capped at PIR (max 28%)balanced
Diversified
NZ Funds logoNZ Funds1.58%
265ACI Growth Fund
PIE · capped at PIR (max 28%)growth
Diversified
ACI logoACI1.61%
266Fisher Funds Trans Tasman Equity Trust
PIE · capped at PIR (max 28%)
Australasian Equities
Fisher Funds logoFisher Funds1.63%
267Fisher Funds Global Fund
PIE · capped at PIR (max 28%)
International Equities
Fisher Funds logoFisher Funds1.64%
268NZ Funds Income Generator
PIE · capped at PIR (max 28%)income
Diversified
NZ Funds logoNZ Funds1.67%
269Mercer Responsible Global Shares Fund
PIE · capped at PIR (max 28%)Responsible / ethical
International Equities
Mercer logoMercer1.69%
270Coolabah Long-Short Credit PIE Fund
PIE · capped at PIR (max 28%)balanced
International FI
Coolabah logoCoolabah1.76%
271Elevation Capital Global Shares Fund
PIE · capped at PIR (max 28%)
International Equities
Elevation Capital logoElevation Capital1.80%
272Pie Growth UK & Europe Fund
PIE · capped at PIR (max 28%)
International Equities
Pie Funds logoPie Funds1.85%
273Squirrel Monthly Income Fund
PIE · capped at PIR (max 28%)
Other
Squirrel logoSquirrel2.14%
274NZ Funds Wealth Builder - Growth Strategy
PIE · capped at PIR (max 28%)growth
Diversified
NZ Funds logoNZ Funds2.14%
275Vision Income Fund
PIE · capped at PIR (max 28%)income
International FI
VVision2.51%
276NZ Funds Global Property
PIE · capped at PIR (max 28%)balanced
Listed Property
NZ Funds logoNZ Funds2.52%
277NZ Funds New Zealand and Australian Shares
PIE · capped at PIR (max 28%)growth
Australasian Equities
NZ Funds logoNZ Funds2.52%
278NZ Funds New Zealand Property and Retirement Villages
PIE · capped at PIR (max 28%)balanced
Listed Property
NZ Funds logoNZ Funds2.52%
279NZ Funds Global Infrastructure
PIE · capped at PIR (max 28%)Thematicbalanced
Other
NZ Funds logoNZ Funds2.53%
280NZ Funds Global Utilities
PIE · capped at PIR (max 28%)Thematicbalanced
International Equities
NZ Funds logoNZ Funds2.53%
281NZ Funds Global Shares
PIE · capped at PIR (max 28%)growth
International Equities
NZ Funds logoNZ Funds3.12%
282Salt Long Short Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Salt logoSalt3.21%
283Hyperion Global Growth Companies PIE Fund
PIE · capped at PIR (max 28%)
International Equities
Hyperion logoHyperion4.38%
284Artesian Green and Sustainable Bond Fund (NZD)
PIE · capped at PIR (max 28%)Responsible / ethicalconservative
International FI
Artesian logoArtesian—
285Artesian Short Duration Corporate Bond Fund (NZD)
PIE · capped at PIR (max 28%)conservative
International FI
Artesian logoArtesian—
286Bentham Global Opportunities PIE Fund
PIE · capped at PIR (max 28%)balanced
International FI
Bentham logoBentham—
287Dexus Global REIT Fund
PIE · capped at PIR (max 28%)
Listed Property
Dexus logoDexus—
288Ellerston Global Mid Small Cap Fund
PIE · capped at PIR (max 28%)
International Equities
Ellerston logoEllerston—
289Fisher Funds Aggressive Fund
PIE · capped at PIR (max 28%)aggressive
Diversified
Fisher Funds logoFisher Funds—
290Fisher Funds Balanced Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Fisher Funds logoFisher Funds—
291Fisher Funds Balanced Strategy 40/60 Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Fisher Funds logoFisher Funds—
292Fisher Funds Balanced Strategy 45/55 Fund
PIE · capped at PIR (max 28%)balanced
Diversified
Fisher Funds logoFisher Funds—
293Harbour Sustainable Impact Fund
PIE · capped at PIR (max 28%)Responsible / ethicalbalanced
Diversified
Harbour logoHarbour—
294Kernel Global ESG (NZD Hedged) Fund
PIE · capped at PIR (max 28%)NZD hedgedResponsible / ethicalgrowth
International Equities
Kernel logoKernel—
295Kernel Global Infrastructure (NZD Hedged) Fund
PIE · capped at PIR (max 28%)NZD hedgedThematicbalanced
Other
Kernel logoKernel—
296Kernel Global Property (NZD Hedged) Fund
PIE · capped at PIR (max 28%)NZD hedgedbalanced
Listed Property
Kernel logoKernel—
297Kernel March 2027 NZ Bond Fund
PIE · capped at PIR (max 28%)conservative
NZ Fixed Interest
Kernel logoKernel—
298Kernel March 2029 NZ Bond Fund
PIE · capped at PIR (max 28%)conservative
NZ Fixed Interest
Kernel logoKernel—
299Kernel World ex-US (NZD Hedged) Fund
PIE · capped at PIR (max 28%)NZD hedgedgrowth
International Equities
Kernel logoKernel—
300Octagon Australasian Equities Fund
PIE · capped at PIR (max 28%)
Australasian Equities
Octagon logoOctagon—
301Plato Global Alpha PIE Fund
PIE · capped at PIR (max 28%)growth
International Equities
Plato logoPlato—

Other mechanical screens

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.