Mechanical screen
NZ managed funds with a responsible-investment label
These are the funds in our coverage labelled by the manager as responsible / sustainable / ethical investment. Each manager defines its own RI methodology — read the SIPO before assuming a particular exclusion list. Sorted by annual fund charge from lowest to highest.
- Filter
- Manager-labelled responsible-investment fund
- Funds matching
- 41
- 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 | Foundation Series Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities |  Foundation Series | 0.10% |
| 2 | Dimensional Two-Year Sustainability Fixed Interest PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI |  Dimensional | 0.25% |
| 3 | Kernel Global ESG Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Kernel | 0.25% |
| 4 | Kernel NZ 50 ESG Tilted Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | Kernel | 0.25% |
| 5 | Harbour Sustainable Impact Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified |  Harbour | 0.27% |
| 6 | Harbour Sustainable NZ Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Harbour | 0.27% |
| 7 | Dimensional Global Bond Sustainability PIE Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI | Dimensional | 0.32% |
| 8 | Evidential Sustainable Global Bond Fund PIE · capped at PIR (max 28%) Responsible / ethical International FI |  Evidential | 0.32% |
| 9 | Russell Investments Hedged Sustainable Global Shares Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International Equities |  Russell Investments | 0.33% |
| 10 | Russell Investments Sustainable Global Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Russell Investments | 0.33% |
| 11 | Smart US ESG ETF PIE · capped at PIR (max 28%) ETF · USA Responsible / ethical International Equities |  Smartshares | 0.34% |
| 12 | Dimensional Australian Sustainability PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Dimensional | 0.35% |
| 13 | Schroder Sustainable Global Core PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Schroders | 0.39% |
| 14 | Schroder Sustainable Global Core PIE Fund (Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | Schroders | 0.39% |
| 15 | Dimensional Global Sustainability PIE Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Dimensional | 0.40% |
| 16 | Dimensional Global Sustainability PIE Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International Equities | Dimensional | 0.40% |
| 17 | Mercer Responsible Hedged Global Fixed Interest Index Fund PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical International FI |  Mercer | 0.43% |
| 18 | Kernel S&P Global Clean Energy Fund PIE · capped at PIR (max 28%) Responsible / ethical Thematic aggressive International Equities | Kernel | 0.45% |
| 19 | Smart Global ESG ETF PIE · capped at PIR (max 28%) ETF · ESG Responsible / ethical International Equities | Smartshares | 0.54% |
| 20 | Smart Europe ESG ETF PIE · capped at PIR (max 28%) ETF · EUG Responsible / ethical International Equities | Smartshares | 0.55% |
| 21 | Smart Japan ESG ETF PIE · capped at PIR (max 28%) ETF · JPN Responsible / ethical International Equities | Smartshares | 0.55% |
| 22 | Smart Emerging Markets ESG ETF PIE · capped at PIR (max 28%) ETF · EMG Responsible / ethical International Equities | Smartshares | 0.59% |
| 23 | BetaShares NZ Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities |  BetaShares | 0.59% |
| 24 | Stewart Investors Worldwide Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities |  Stewart Investors | 0.61% |
| 25 | Evidential Sustainable Targeted Factor Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Evidential | 0.62% |
| 26 | BetaShares Australian Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Australasian Equities | BetaShares | 0.67% |
| 27 | BetaShares Global Sustainability Leaders Fund PIE · capped at PIR (max 28%) Responsible / ethical growth International Equities | BetaShares | 0.77% |
| 28 | BetaShares Global Sustainability Leaders Fund (NZD Hedged) PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth International Equities | BetaShares | 0.79% |
| 29 | Mint New Zealand SRI Equity Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  Mint | 0.97% |
| 30 | Pathfinder Ethical Trans-Tasman Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  Pathfinder | 1.00% |
| 31 | Mercer Responsible Trans-Tasman Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities | Mercer | 1.06% |
| 32 | Mercer Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified | Mercer | 1.25% |
| 33 | TAHITO Te Tai o Rehua Fund PIE · capped at PIR (max 28%) Responsible / ethical Australasian Equities |  TAHITO | 1.26% |
| 34 | Pathfinder Global Responsibility Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Pathfinder | 1.30% |
| 35 | Pathfinder Global Water Fund PIE · capped at PIR (max 28%) Responsible / ethical Thematic International Equities | Pathfinder | 1.30% |
| 36 | Pathfinder Ethical Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified | Pathfinder | 1.31% |
| 37 | Booster Socially Responsible Balanced Fund PIE · capped at PIR (max 28%) Responsible / ethical balanced Diversified |  Booster | 1.33% |
| 38 | Booster Socially Responsible Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical growth Diversified | Booster | 1.34% |
| 39 | Booster Socially Responsible High Growth Fund PIE · capped at PIR (max 28%) Responsible / ethical aggressive Diversified | Booster | 1.35% |
| 40 | Mercer Responsible Global Shares Fund PIE · capped at PIR (max 28%) Responsible / ethical International Equities | Mercer | 1.69% |
| 41 | Artesian Green and Sustainable Bond Fund (NZD) PIE · capped at PIR (max 28%) Responsible / ethical conservative International FI |  Artesian | — |
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 diversified (multi-asset) managed fundsNZ Australasian-equity 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.