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
| # | Fund | Manager | Annual fund charge |
|---|---|---|---|
| 1 | Foundation Series US 500 Fund PIE · capped at PIR (max 28%) International Equities |  Foundation Series | 0.03% |
| 2 | Foundation Series Hedged US 500 Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Foundation Series | 0.03% |
| 3 | Foundation Series US Dividend Equity Fund PIE · capped at PIR (max 28%) International Equities | Foundation Series | 0.06% |
| 4 | Foundation Series Total World Fund PIE · capped at PIR (max 28%) International Equities | Foundation Series | 0.07% |
| 5 | Foundation Series Hedged Total World Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Foundation Series | 0.07% |
| 6 | Foundation Series Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Foundation Series | 0.10% |
| 7 | Simplicity NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest |  Simplicity | 0.10% |
| 8 | Simplicity NZ Share Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Simplicity | 0.10% |
| 9 | Simplicity NZ Cash Fund PIE · capped at PIR (max 28%) conservative Cash | Simplicity | 0.12% |
| 10 | Foundation Series Nasdaq-100 Fund PIE · capped at PIR (max 28%) Thematic International Equities | Foundation Series | 0.15% |
| 11 | Simplicity Hedged Global Bond Fund PIE · capped at PIR (max 28%) NZD hedged conservative International FI | Simplicity | 0.15% |
| 12 | Simplicity Hedged Global Share Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Simplicity | 0.15% |
| 13 | Simplicity Unhedged Global Share Fund PIE · capped at PIR (max 28%) growth International Equities | Simplicity | 0.15% |
| 14 | Smart S&P/NZX 50 ETF PIE · capped at PIR (max 28%) ETF · NZG Australasian Equities |  Smartshares | 0.20% |
| 15 | Harbour NZ Index Shares Fund PIE · capped at PIR (max 28%) Australasian Equities |  Harbour | 0.21% |
| 16 | BetaShares Australia 200 Fund PIE · capped at PIR (max 28%) growth Australasian Equities |  BetaShares | 0.23% |
| 17 | Dimensional Two-Year Sustainability Fixed Interest PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI |  Dimensional | 0.25% |
| 18 | Simplicity Conservative Investment Fund PIE · capped at PIR (max 28%) conservative Diversified | Simplicity | 0.25% |
| 19 | Simplicity Balanced Investment Fund PIE · capped at PIR (max 28%) balanced Diversified | Simplicity | 0.25% |
| 20 | Simplicity Growth Investment Fund PIE · capped at PIR (max 28%) growth Diversified | Simplicity | 0.25% |
| 21 | Simplicity High Growth Investment Fund PIE · capped at PIR (max 28%) aggressive Diversified | Simplicity | 0.25% |
| 22 | Simplicity Homes and Income Investment Fund PIE · capped at PIR (max 28%) balanced Diversified | Simplicity | 0.25% |
| 23 | Kernel Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified |  Kernel | 0.25% |
| 24 | Kernel Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Kernel | 0.25% |
| 25 | Kernel High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Kernel | 0.25% |
| 26 | Kernel Cash Plus Fund PIE · capped at PIR (max 28%) conservative Cash | Kernel | 0.25% |
| 27 | Kernel S&P Global 100 Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 28 | Kernel S&P Global 100 (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Kernel | 0.25% |
| 29 | Kernel S&P 500 (Unhedged) Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 30 | Kernel S&P 500 (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Kernel | 0.25% |
| 31 | Kernel World ex-US Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.25% |
| 32 | Kernel Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities | Kernel | 0.25% |
| 33 | Kernel S&P Global Dividend Aristocrats Fund PIE · capped at PIR (max 28%) Thematic growth International Equities | Kernel | 0.25% |
| 34 | Kernel Global Infrastructure Fund PIE · capped at PIR (max 28%) Thematic balanced Other | Kernel | 0.25% |
| 35 | Kernel NZ 20 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 36 | Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | Kernel | 0.25% |
| 37 | Kernel NZ Small & Mid Cap Opportunities Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 38 | Kernel NZ Commercial Property Fund PIE · capped at PIR (max 28%) balanced Listed Property | Kernel | 0.25% |
| 39 | Kernel Australia 100 Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Kernel | 0.25% |
| 40 | Clarity Enhanced Cash PIE PIE · capped at PIR (max 28%) conservative Cash |  Clarity | 0.26% |
| 41 | Harbour Sustainable Impact Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Harbour | 0.27% |
| 42 | Harbour Sustainable NZ Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Harbour | 0.27% |
| 43 | Dimensional Five-Year Diversified Fixed Interest PIE Fund PIE · capped at PIR (max 28%) NZD hedged International FI | Dimensional | 0.28% |
| 44 | Smart Australian Top 200 ETF PIE · capped at PIR (max 28%) ETF · AUS Australasian Equities | Smartshares | 0.30% |
| 45 | Smart Global Aggregate Bond ETF PIE · capped at PIR (max 28%) ETF · AGG International FI | Smartshares | 0.30% |
| 46 | Kernel US Bond Fund PIE · capped at PIR (max 28%) conservative International FI | Kernel | 0.30% |
| 47 | Dimensional Global Bond Sustainability PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI | Dimensional | 0.32% |
| 48 | Evidential Sustainable Global Bond Fund PIE · capped at PIR (max 28%) Responsible / ethical International FI |  Evidential | 0.32% |
| 49 | Russell Investments Hedged Sustainable Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International Equities |  Russell Investments | 0.33% |
| 50 | Russell Investments Sustainable Global Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Russell Investments | 0.33% |
| 51 | Smart US 500 ETF PIE · capped at PIR (max 28%) ETF · USF International Equities | Smartshares | 0.34% |
| 52 | Smart US ESG ETF PIE · capped at PIR (max 28%) ETF · USA Responsible / ethical International Equities | Smartshares | 0.34% |
| 53 | BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged conservative International FI | BetaShares | 0.34% |
| 54 | Dimensional Australian Sustainability PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Dimensional | 0.35% |
| 55 | Foundation Series Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Foundation Series | 0.36% |
| 56 | Mercer NZ Shares Passive Fund PIE · capped at PIR (max 28%) Australasian Equities |  Mercer | 0.36% |
| 57 | Foundation Series High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Foundation Series | 0.37% |
| 58 | Foundation Series Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Foundation Series | 0.38% |
| 59 | Schroder Sustainable Global Core PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Schroders | 0.39% |
| 60 | Schroder Sustainable Global Core PIE Fund (Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | Schroders | 0.39% |
| 61 | Dimensional Global Sustainability PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Dimensional | 0.40% |
| 62 | Dimensional Global Sustainability PIE Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International Equities | Dimensional | 0.40% |
| 63 | Smart Total World ETF PIE · capped at PIR (max 28%) ETF · TWF International Equities | Smartshares | 0.40% |
| 64 | Kernel NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Kernel | 0.40% |
| 65 | Mercer All Country Global Shares Index Fund PIE · capped at PIR (max 28%) International Equities | Mercer | 0.43% |
| 66 | Mercer Responsible Hedged Global Fixed Interest Index Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI | Mercer | 0.43% |
| 67 | Kernel Emerging Markets Fund PIE · capped at PIR (max 28%) growth International Equities | Kernel | 0.45% |
| 68 | Kernel S&P Global Clean Energy Fund PIE · capped at PIR (max 28%) Responsible / ethical Thematic aggressive International Equities | Kernel | 0.45% |
| 69 | ANZ Investments OneAnswer New Zealand Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  ANZ Investments | 0.46% |
| 70 | Harbour NZ Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Harbour | 0.47% |
| 71 | JPMorgan Global Bond Fund PIE · capped at PIR (max 28%) conservative International FI |  JPMorgan | 0.47% |
| 72 | ANZ Investments OneAnswer International Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | ANZ Investments | 0.49% |
| 73 | Russell Investments NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Russell Investments | 0.49% |
| 74 | BetaShares Global Quality Leaders Fund PIE · capped at PIR (max 28%) growth International Equities | BetaShares | 0.49% |
| 75 | Smart NZ Top 50 ETF PIE · capped at PIR (max 28%) ETF · FNZ Australasian Equities | Smartshares | 0.50% |
| 76 | Smart US Large Growth ETF PIE · capped at PIR (max 28%) ETF · USG International Equities | Smartshares | 0.51% |
| 77 | Smart US Large Value ETF PIE · capped at PIR (max 28%) ETF · USV International Equities | Smartshares | 0.51% |
| 78 | Smart US Mid Cap ETF PIE · capped at PIR (max 28%) ETF · USM International Equities | Smartshares | 0.51% |
| 79 | Smart US Small Cap ETF PIE · capped at PIR (max 28%) ETF · USS International Equities | Smartshares | 0.51% |
| 80 | Hunter Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | H Hunter | 0.53% |
| 81 | Smart Australian Dividend ETF PIE · capped at PIR (max 28%) ETF · ASD Australasian Equities | Smartshares | 0.54% |
| 82 | Smart Australian Financials ETF PIE · capped at PIR (max 28%) ETF · ASF Australasian Equities | Smartshares | 0.54% |
| 83 | Smart Australian Resources ETF PIE · capped at PIR (max 28%) ETF · ASR Australasian Equities | Smartshares | 0.54% |
| 84 | Smart NZ Dividend ETF PIE · capped at PIR (max 28%) ETF · DIV Australasian Equities | Smartshares | 0.54% |
| 85 | Smart Global ESG ETF PIE · capped at PIR (max 28%) ETF · ESG Responsible / ethical International Equities | Smartshares | 0.54% |
| 86 | Smart Global Bond ETF PIE · capped at PIR (max 28%) ETF · GBF International FI | Smartshares | 0.54% |
| 87 | Smart Australian Property ETF PIE · capped at PIR (max 28%) ETF · ASP Listed Property | Smartshares | 0.54% |
| 88 | Smart NZ Property ETF PIE · capped at PIR (max 28%) ETF · NPF Listed Property | Smartshares | 0.54% |
| 89 | Smart NZ Bond ETF PIE · capped at PIR (max 28%) ETF · NZB NZ Fixed Interest | Smartshares | 0.54% |
| 90 | Smart Asia Pacific ETF PIE · capped at PIR (max 28%) ETF · APA International Equities | Smartshares | 0.55% |
| 91 | Smart Europe ESG ETF PIE · capped at PIR (max 28%) ETF · EUG Responsible / ethical International Equities | Smartshares | 0.55% |
| 92 | Smart Europe ETF PIE · capped at PIR (max 28%) ETF · EUF International Equities | Smartshares | 0.55% |
| 93 | Smart Japan ESG ETF PIE · capped at PIR (max 28%) ETF · JPN Responsible / ethical International Equities | Smartshares | 0.55% |
| 94 | Smart Bitcoin ETF PIE · capped at PIR (max 28%) ETF · BTC Thematic Other | Smartshares | 0.55% |
| 95 | Russell Investments Global Fixed Interest Fund PIE · capped at PIR (max 28%) International FI | Russell Investments | 0.58% |
| 96 | Smart Emerging Markets ESG ETF PIE · capped at PIR (max 28%) ETF · EMG Responsible / ethical International Equities | Smartshares | 0.59% |
| 97 | Smart Emerging Markets ETF PIE · capped at PIR (max 28%) ETF · EMF International Equities | Smartshares | 0.59% |
| 98 | BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.59% |
| 99 | Smart Australian Top 20 ETF PIE · capped at PIR (max 28%) ETF · OZY Australasian Equities | Smartshares | 0.60% |
| 100 | Smart NZ Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MDZ Australasian Equities | Smartshares | 0.60% |
| 101 | Smart NZ Top 10 ETF PIE · capped at PIR (max 28%) ETF · TNZ Australasian Equities | Smartshares | 0.60% |
| 102 | Mercer Macquarie NZ Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Mercer | 0.60% |
| 103 | Stewart Investors Worldwide Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Stewart Investors | 0.61% |
| 104 | Te Ahumairangi Global Equity Fund PIE · capped at PIR (max 28%) International Equities |  Te Ahumairangi | 0.62% |
| 105 | Evidential Sustainable Targeted Factor Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Evidential | 0.62% |
| 106 | Summer New Zealand Cash PIE · capped at PIR (max 28%) conservative Cash |  Summer | 0.62% |
| 107 | ANZ Investments OneAnswer Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | ANZ Investments | 0.63% |
| 108 | Milford Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified |  Milford | 0.65% |
| 109 | Milford Trans-Tasman Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Milford | 0.65% |
| 110 | Lifetime Cash Fund PIE · capped at PIR (max 28%) conservative Cash |  Lifetime | 0.65% |
| 111 | Harbour Income Fund PIE · capped at PIR (max 28%) income Diversified | Harbour | 0.66% |
| 112 | Harbour NZ Core Fixed Interest Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Harbour | 0.66% |
| 113 | Coolabah Short Term Income PIE Fund PIE · capped at PIR (max 28%) conservative International FI |  Coolabah | 0.67% |
| 114 | BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.67% |
| 115 | Mercer Macquarie NZ Short Duration Fund PIE · capped at PIR (max 28%) NZ Fixed Interest | Mercer | 0.68% |
| 116 | Amova Corporate Bond Fund PIE · capped at PIR (max 28%) NZ Fixed Interest |  Amova | 0.70% |
| 117 | Clarity Fixed Income Fund PIE · capped at PIR (max 28%) conservative International FI | Clarity | 0.70% |
| 118 | Daintree Core Income PIE PIE · capped at PIR (max 28%) conservative International FI |  Daintree | 0.73% |
| 119 | Booster Wealth Moderate Fund PIE · capped at PIR (max 28%) conservative Diversified |  Booster | 0.74% |
| 120 | ANZ Investments OneAnswer Conservative Balanced Fund PIE · capped at PIR (max 28%) conservative balanced Diversified | ANZ Investments | 0.75% |
| 121 | Smart Australian Mid Cap ETF PIE · capped at PIR (max 28%) ETF · MZY Australasian Equities | Smartshares | 0.75% |
| 122 | Smart Automation and Robotics ETF PIE · capped at PIR (max 28%) ETF · BOT Thematic International Equities | Smartshares | 0.75% |
| 123 | Smart Healthcare Innovation ETF PIE · capped at PIR (max 28%) ETF · LIV Thematic International Equities | Smartshares | 0.75% |
| 124 | Coolabah Active Composite Bond PIE Fund PIE · capped at PIR (max 28%) conservative International FI | Coolabah | 0.76% |
| 125 | QuayStreet Income Fund PIE · capped at PIR (max 28%) income Diversified |  QuayStreet | 0.77% |
| 126 | Brandywine Global Opportunistic Fixed Income Fund PIE · capped at PIR (max 28%) International FI |  Brandywine | 0.77% |
| 127 | Harbour Real Estate Investment Fund PIE · capped at PIR (max 28%) Listed Property | Harbour | 0.77% |
| 128 | SBS Wealth World Bond Portfolio PIE · capped at PIR (max 28%) conservative International FI |  SBS Wealth | 0.77% |
| 129 | BetaShares Global Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities | BetaShares | 0.77% |
| 130 | Russell Investments NZ Shares Fund PIE · capped at PIR (max 28%) Australasian Equities | Russell Investments | 0.78% |
| 131 | SBS Wealth New Zealand Bond Portfolio PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | SBS Wealth | 0.78% |
| 132 | AMP International Shares Managed Fund PIE · capped at PIR (max 28%) International Equities |  AMP | 0.79% |
| 133 | BetaShares Global Sustainability Leaders Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | BetaShares | 0.79% |
| 134 | AMP Aggressive Managed Fund PIE · capped at PIR (max 28%) aggressive Diversified | AMP | 0.80% |
| 135 | AMP Balanced Managed Fund PIE · capped at PIR (max 28%) balanced Diversified | AMP | 0.81% |
| 136 | AMP Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified | AMP | 0.81% |
| 137 | Booster Wealth Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Booster | 0.83% |
| 138 | Bentham Global Income PIE Fund PIE · capped at PIR (max 28%) conservative International FI |  Bentham | 0.83% |
| 139 | Hunter Private Credit Fund PIE · capped at PIR (max 28%) balanced International FI | H Hunter | 0.83% |
| 140 | ANZ Investments OneAnswer International Listed Infrastructure Fund PIE · capped at PIR (max 28%) International Equities | ANZ Investments | 0.84% |
| 141 | Milford Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Milford | 0.85% |
| 142 | Milford Global Corporate Bond Fund PIE · capped at PIR (max 28%) International FI | Milford | 0.85% |
| 143 | Pella Global Generations PIE Fund PIE · capped at PIR (max 28%) growth International Equities |  Pella | 0.85% |
| 144 | Fisher Funds Australian Growth Fund PIE · capped at PIR (max 28%) Australasian Equities |  Fisher Funds | 0.87% |
| 145 | Summer Conservative Selection PIE · capped at PIR (max 28%) conservative Diversified | Summer | 0.87% |
| 146 | Summer Global Fixed Interest PIE · capped at PIR (max 28%) conservative International FI | Summer | 0.87% |
| 147 | ANZ Investments OneAnswer Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | ANZ Investments | 0.90% |
| 148 | SBS Wealth Conservative Strategy PIE · capped at PIR (max 28%) conservative Diversified | SBS Wealth | 0.90% |
| 149 | Daintree High Income PIE PIE · capped at PIR (max 28%) balanced International FI | Daintree | 0.90% |
| 150 | Booster Wealth Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Booster | 0.91% |
| 151 | Russell Investments Hedged Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Russell Investments | 0.92% |
| 152 | Russell Investments Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Russell Investments | 0.93% |
| 153 | Brandywine Global Opportunistic Equity Fund PIE · capped at PIR (max 28%) growth International Equities | Brandywine | 0.93% |
| 154 | ANZ Investments OneAnswer Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified | ANZ Investments | 0.95% |
| 155 | ANZ Investments OneAnswer Growth Fund PIE · capped at PIR (max 28%) growth Diversified | ANZ Investments | 0.95% |
| 156 | ANZ Investments OneAnswer High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | ANZ Investments | 0.95% |
| 157 | Amova Core Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Amova | 0.95% |
| 158 | ANZ Investments OneAnswer International Share Fund PIE · capped at PIR (max 28%) International Equities | ANZ Investments | 0.96% |
| 159 | Booster Wealth High Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 0.96% |
| 160 | Clarity Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified | Clarity | 0.96% |
| 161 | Mint New Zealand SRI Equity Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  Mint | 0.97% |
| 162 | Fisher Funds New Zealand Fixed Income Trust PIE · capped at PIR (max 28%) NZ Fixed Interest | Fisher Funds | 0.97% |
| 163 | Hyperion Australian Growth Companies PIE Fund PIE · capped at PIR (max 28%) Australasian Equities |  Hyperion | 0.98% |
| 164 | Fisher Funds Income Fund PIE · capped at PIR (max 28%) International FI | Fisher Funds | 0.99% |
| 165 | ANZ Investments OneAnswer International Property Fund PIE · capped at PIR (max 28%) Listed Property | ANZ Investments | 0.99% |
| 166 | Lifetime Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Lifetime | 0.99% |
| 167 | Lifetime Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Lifetime | 0.99% |
| 168 | Lifetime Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Lifetime | 0.99% |
| 169 | Pathfinder Ethical Trans-Tasman Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  Pathfinder | 1.00% |
| 170 | Pathfinder Global Property Fund PIE · capped at PIR (max 28%) Listed Property | Pathfinder | 1.00% |
| 171 | Coolabah Global Floating-Rate High Yield PIE Fund PIE · capped at PIR (max 28%) balanced International FI | Coolabah | 1.00% |
| 172 | Mint Diversified Income Fund PIE · capped at PIR (max 28%) income Diversified | Mint | 1.01% |
| 173 | Salt Enhanced Property Fund PIE · capped at PIR (max 28%) Listed Property |  Salt | 1.02% |
| 174 | Summer Australian Equities PIE · capped at PIR (max 28%) growth Australasian Equities | Summer | 1.02% |
| 175 | Summer Balanced Selection PIE · capped at PIR (max 28%) balanced Diversified | Summer | 1.02% |
| 176 | Summer Global Equities PIE · capped at PIR (max 28%) growth International Equities | Summer | 1.02% |
| 177 | Summer Growth Selection PIE · capped at PIR (max 28%) growth Diversified | Summer | 1.02% |
| 178 | Summer Listed Property PIE · capped at PIR (max 28%) balanced Listed Property | Summer | 1.02% |
| 179 | Lighthouse Global Equity Fund PIE · capped at PIR (max 28%) International Equities | L Lighthouse | 1.03% |
| 180 | First Sentier Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Thematic balanced Other |  First Sentier | 1.03% |
| 181 | SBS Wealth Balanced Strategy PIE · capped at PIR (max 28%) balanced Diversified | SBS Wealth | 1.03% |
| 182 | Harbour Balanced Growth Fund PIE · capped at PIR (max 28%) balanced growth Diversified | Harbour | 1.04% |
| 183 | Milford Active Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Milford | 1.05% |
| 184 | Milford Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Milford | 1.05% |
| 185 | ANZ Investments OneAnswer New Zealand Share Fund PIE · capped at PIR (max 28%) Australasian Equities | ANZ Investments | 1.05% |
| 186 | Milford Australian Absolute Growth Fund PIE · capped at PIR (max 28%) Australasian Equities | Milford | 1.05% |
| 187 | Milford Trans-Tasman Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Milford | 1.05% |
| 188 | Resolution Capital Global Listed Infrastructure PIE Fund PIE · capped at PIR (max 28%) Thematic balanced Other |  Resolution Capital | 1.05% |
| 189 | Resolution Capital Global Property Securities PIE Fund PIE · capped at PIR (max 28%) balanced Listed Property | Resolution Capital | 1.05% |
| 190 | Mercer Responsible Trans-Tasman Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Mercer | 1.06% |
| 191 | ANZ Investments OneAnswer Property Securities Fund PIE · capped at PIR (max 28%) Listed Property | ANZ Investments | 1.06% |
| 192 | Clarity Dividend Yield Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.06% |
| 193 | Clarity Global Shares Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.06% |
| 194 | Clarity New Zealand Equity Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Clarity | 1.06% |
| 195 | Clarity Trans-Tasman Value Fund PIE · capped at PIR (max 28%) growth Australasian Equities | Clarity | 1.06% |
| 196 | Mint Australasian Property Fund PIE · capped at PIR (max 28%) Listed Property | Mint | 1.07% |
| 197 | Castle Point Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities |  Castle Point | 1.08% |
| 198 | Russell Investments Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Other | Russell Investments | 1.08% |
| 199 | ANZ Investments OneAnswer Australian Share Fund PIE · capped at PIR (max 28%) Australasian Equities | ANZ Investments | 1.09% |
| 200 | Harbour Australasian Equity Income Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.10% |
| 201 | Salt NZ Dividend Appreciation Fund PIE · capped at PIR (max 28%) Australasian Equities | Salt | 1.10% |
| 202 | Harbour Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.12% |
| 203 | Aurellan Global Shares Fund PIE · capped at PIR (max 28%) growth International Equities | A Aurellan | 1.12% |
| 204 | Aurellan Hedged Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | A Aurellan | 1.12% |
| 205 | Milford Aggressive Fund PIE · capped at PIR (max 28%) aggressive Diversified | Milford | 1.15% |
| 206 | Amova Concentrated Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Amova | 1.15% |
| 207 | Clarity Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Clarity | 1.16% |
| 208 | Octagon Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified |  Octagon | 1.17% |
| 209 | Octagon Australasian Equities Fund PIE · capped at PIR (max 28%) Australasian Equities | Octagon | 1.17% |
| 210 | Octagon New Zealand Equities Fund PIE · capped at PIR (max 28%) Australasian Equities | Octagon | 1.17% |
| 211 | SBS Wealth Growth Strategy PIE · capped at PIR (max 28%) growth Diversified | SBS Wealth | 1.17% |
| 212 | SBS Wealth High Growth Strategy PIE · capped at PIR (max 28%) aggressive Diversified | SBS Wealth | 1.17% |
| 213 | Castle Point 5 Oceans Fund PIE · capped at PIR (max 28%) balanced Diversified | Castle Point | 1.18% |
| 214 | Mint Australasian Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | Mint | 1.18% |
| 215 | SBS Wealth World Equity Portfolio PIE · capped at PIR (max 28%) growth International Equities | SBS Wealth | 1.18% |
| 216 | Amova Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Amova | 1.20% |
| 217 | Amova Global Shares Hedged Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Amova | 1.20% |
| 218 | NZ Funds Wealth Builder - Income Strategy PIE · capped at PIR (max 28%) income Diversified |  NZ Funds | 1.20% |
| 219 | SBS Wealth Australasian Equity Portfolio PIE · capped at PIR (max 28%) growth Australasian Equities | SBS Wealth | 1.20% |
| 220 | Mint Diversified Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Mint | 1.21% |
| 221 | Harbour Australasian Equity Focus Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.21% |
| 222 | Antipodes Global Fund – Long (PIE) PIE · capped at PIR (max 28%) International Equities |  Antipodes | 1.21% |
| 223 | Harbour T. Rowe Price Global Equity Fund PIE · capped at PIR (max 28%) International Equities | Harbour | 1.21% |
| 224 | Clarity - Capital Group New Perspective Fund PIE · capped at PIR (max 28%) growth International Equities | Clarity | 1.21% |
| 225 | Harbour Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities | Harbour | 1.23% |
| 226 | Harbour T. Rowe Price Global Equity Fund (Hedged) PIE · capped at PIR (max 28%) NZD hedged International Equities | Harbour | 1.24% |
| 227 | Mercer Core Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Mercer | 1.24% |
| 228 | Mercer Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Mercer | 1.25% |
| 229 | Mercer Global Shares Fund PIE · capped at PIR (max 28%) International Equities | Mercer | 1.25% |
| 230 | TAHITO Te Tai o Rehua Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  TAHITO | 1.26% |
| 231 | Fisher Funds BondPlus Fund PIE · capped at PIR (max 28%) International FI | Fisher Funds | 1.26% |
| 232 | QuayStreet NZ Equity Fund PIE · capped at PIR (max 28%) Australasian Equities | QuayStreet | 1.27% |
| 233 | Mercer Income Generator Fund PIE · capped at PIR (max 28%) income Diversified | Mercer | 1.28% |
| 234 | Devon Alpha Fund PIE · capped at PIR (max 28%) Australasian Equities |  Devon | 1.30% |
| 235 | Devon Australian Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.30% |
| 236 | Pathfinder Global Responsibility Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Pathfinder | 1.30% |
| 237 | Pathfinder Global Water Fund PIE · capped at PIR (max 28%) Responsible / ethical Thematic International Equities | Pathfinder | 1.30% |
| 238 | Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified | Pathfinder | 1.31% |
| 239 | Fisher Funds International Growth Fund PIE · capped at PIR (max 28%) International Equities | Fisher Funds | 1.31% |
| 240 | Mercer Global Listed Real Estate Fund PIE · capped at PIR (max 28%) Listed Property | Mercer | 1.33% |
| 241 | Booster Socially Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Booster | 1.33% |
| 242 | Mercer Global Listed Infrastructure Fund PIE · capped at PIR (max 28%) Other | Mercer | 1.34% |
| 243 | Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified | Booster | 1.34% |
| 244 | Fisher Funds Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | Fisher Funds | 1.35% |
| 245 | Generate Focused Growth Managed Fund PIE · capped at PIR (max 28%) growth Diversified |  Generate | 1.35% |
| 246 | Milford Global Equity Fund PIE · capped at PIR (max 28%) International Equities | Milford | 1.35% |
| 247 | Booster Wealth Geared Growth Fund PIE · capped at PIR (max 28%) aggressive Diversified | Booster | 1.35% |
| 248 | Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical aggressive Diversified | Booster | 1.35% |
| 249 | Devon Trans-Tasman Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.36% |
| 250 | Lifetime Retirement Income Fund PIE · capped at PIR (max 28%) income Diversified | Lifetime | 1.36% |
| 251 | Devon Dividend Yield Fund PIE · capped at PIR (max 28%) Australasian Equities | Devon | 1.39% |
| 252 | Booster Shielded Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Booster | 1.41% |
| 253 | Fisher Funds New Zealand Growth Fund PIE · capped at PIR (max 28%) Australasian Equities | Fisher Funds | 1.42% |
| 254 | NZ Funds Global Bonds PIE · capped at PIR (max 28%) conservative International FI | NZ Funds | 1.44% |
| 255 | NZ Funds New Zealand and Australian Bonds PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | NZ Funds | 1.44% |
| 256 | Fisher Funds Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Fisher Funds | 1.46% |
| 257 | Mercer Core Hedged Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged International Equities | Mercer | 1.46% |
| 258 | ACI Conservative Fund PIE · capped at PIR (max 28%) conservative Diversified | A ACI | 1.50% |
| 259 | Fisher Funds Property & Infrastructure Fund PIE · capped at PIR (max 28%) Listed Property | Fisher Funds | 1.53% |
| 260 | NZ Funds Wealth Builder - Inflation Strategy PIE · capped at PIR (max 28%) balanced Diversified | NZ Funds | 1.58% |
| 261 | ACI Growth Fund PIE · capped at PIR (max 28%) growth Diversified | A ACI | 1.61% |
| 262 | Pie Global Growth Fund 2 PIE · capped at PIR (max 28%) International Equities |  Pie Funds | 1.61% |
| 263 | Fisher Funds Trans Tasman Equity Trust PIE · capped at PIR (max 28%) Australasian Equities | Fisher Funds | 1.63% |
| 264 | Fisher Funds Global Fund PIE · capped at PIR (max 28%) International Equities | Fisher Funds | 1.64% |
| 265 | NZ Funds Income Generator PIE · capped at PIR (max 28%) income Diversified | NZ Funds | 1.67% |
| 266 | Mercer Responsible Global Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Mercer | 1.69% |
| 267 | Coolabah Long-Short Credit PIE Fund PIE · capped at PIR (max 28%) balanced International FI | Coolabah | 1.76% |
| 268 | Elevation Capital Global Shares Fund PIE · capped at PIR (max 28%) International Equities |  Elevation Capital | 1.80% |
| 269 | Pie Growth UK & Europe Fund PIE · capped at PIR (max 28%) International Equities | Pie Funds | 1.85% |
| 270 | Squirrel Monthly Income Fund PIE · capped at PIR (max 28%) Other |  Squirrel | 2.14% |
| 271 | NZ Funds Wealth Builder - Growth Strategy PIE · capped at PIR (max 28%) growth Diversified | NZ Funds | 2.14% |
| 272 | Vision Income Fund PIE · capped at PIR (max 28%) income International FI |  Vision | 2.51% |
| 273 | NZ Funds Global Property PIE · capped at PIR (max 28%) balanced Listed Property | NZ Funds | 2.52% |
| 274 | NZ Funds New Zealand and Australian Shares PIE · capped at PIR (max 28%) growth Australasian Equities | NZ Funds | 2.52% |
| 275 | NZ Funds New Zealand Property and Retirement Villages PIE · capped at PIR (max 28%) balanced Listed Property | NZ Funds | 2.52% |
| 276 | NZ Funds Global Infrastructure PIE · capped at PIR (max 28%) Thematic balanced Other | NZ Funds | 2.53% |
| 277 | NZ Funds Global Utilities PIE · capped at PIR (max 28%) Thematic balanced International Equities | NZ Funds | 2.53% |
| 278 | NZ Funds Global Shares PIE · capped at PIR (max 28%) growth International Equities | NZ Funds | 3.12% |
| 279 | Salt Long Short Fund PIE · capped at PIR (max 28%) Australasian Equities | Salt | 3.21% |
| 280 | Hyperion Global Growth Companies PIE Fund PIE · capped at PIR (max 28%) International Equities | Hyperion | 4.38% |
| 281 | Artesian Green and Sustainable Bond Fund (NZD) PIE · capped at PIR (max 28%) Responsible / ethical conservative International FI |  Artesian | — |
| 282 | Artesian Short Duration Corporate Bond Fund (NZD) PIE · capped at PIR (max 28%) conservative International FI | Artesian | — |
| 283 | Bentham Global Opportunities PIE Fund PIE · capped at PIR (max 28%) balanced International FI | Bentham | — |
| 284 | Dexus Global REIT Fund PIE · capped at PIR (max 28%) Listed Property |  Dexus | — |
| 285 | Ellerston Global Mid Small Cap Fund PIE · capped at PIR (max 28%) International Equities |  Ellerston | — |
| 286 | Fisher Funds Aggressive Fund PIE · capped at PIR (max 28%) aggressive Diversified | Fisher Funds | — |
| 287 | Fisher Funds Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Fisher Funds | — |
| 288 | Fisher Funds Balanced Strategy 40/60 Fund PIE · capped at PIR (max 28%) balanced Diversified | Fisher Funds | — |
| 289 | Fisher Funds Balanced Strategy 45/55 Fund PIE · capped at PIR (max 28%) balanced Diversified | Fisher Funds | — |
| 290 | Harbour Balanced Fund PIE · capped at PIR (max 28%) balanced Diversified | Harbour | — |
| 291 | Harbour Enhanced Cash Fund PIE · capped at PIR (max 28%) conservative Cash | Harbour | — |
| 292 | Harbour Epoch Global Quality Select Equity (Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Harbour | — |
| 293 | Harbour Epoch Global Quality Select Equity Fund PIE · capped at PIR (max 28%) growth International Equities | Harbour | — |
| 294 | Harbour Growth Fund PIE · capped at PIR (max 28%) growth Diversified | Harbour | — |
| 295 | Kernel Global ESG (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | Kernel | — |
| 296 | Kernel Global Infrastructure (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged Thematic balanced Other | Kernel | — |
| 297 | Kernel Global Property (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged balanced Listed Property | Kernel | — |
| 298 | Kernel March 2027 NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Kernel | — |
| 299 | Kernel March 2029 NZ Bond Fund PIE · capped at PIR (max 28%) conservative NZ Fixed Interest | Kernel | — |
| 300 | Kernel World ex-US (NZD Hedged) Fund PIE · capped at PIR (max 28%) NZD hedged growth International Equities | Kernel | — |
| 301 | Plato Global Alpha PIE Fund PIE · capped at PIR (max 28%) growth International Equities |  Plato | — |
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.