Asset class
Australasian Equities
Funds investing primarily in shares listed on the NZX (New Zealand) or ASX (Australia), or both as Trans-Tasman portfolios. Includes active stock-pickers and passive index trackers.
58 funds tracked
Amova
Amova Concentrated Equity Fund
PIE · capped at PIR (max 28%)
Amova
Amova Core Equity Fund
PIE · capped at PIR (max 28%)
ANZ Investments
ANZ Investments OneAnswer Australian Share Fund
PIE · capped at PIR (max 28%)
ANZ Investments
ANZ Investments OneAnswer New Zealand Share Fund
PIE · capped at PIR (max 28%)
BetaShares
BetaShares Australia 200 Fund
PIE · capped at PIR (max 28%) growth
BetaShares
BetaShares Australian Sustainability Leaders Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
BetaShares
BetaShares NZ Sustainability Leaders Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Castle Point
Castle Point Trans-Tasman Fund
PIE · capped at PIR (max 28%)
Clarity
Clarity New Zealand Equity Fund
PIE · capped at PIR (max 28%) growth
Clarity
Clarity Trans-Tasman Value Fund
PIE · capped at PIR (max 28%) growth
Devon
Devon Alpha Fund
PIE · capped at PIR (max 28%)
Devon
Devon Australian Fund
PIE · capped at PIR (max 28%)
Devon
Devon Dividend Yield Fund
PIE · capped at PIR (max 28%)
Devon
Devon Trans-Tasman Fund
PIE · capped at PIR (max 28%)
Dimensional
Dimensional Australian Sustainability PIE Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Fisher Funds
Fisher Funds Australian Growth Fund
PIE · capped at PIR (max 28%)
Fisher Funds
Fisher Funds New Zealand Growth Fund
PIE · capped at PIR (max 28%)
Fisher Funds
Fisher Funds Trans Tasman Equity Trust
PIE · capped at PIR (max 28%)
Harbour
Harbour Australasian Equity Focus Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour Australasian Equity Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour Australasian Equity Income Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour Long Short Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour NZ Index Shares Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour Sustainable NZ Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Hyperion
Hyperion Australian Growth Companies PIE Fund
PIE · capped at PIR (max 28%)
Kernel
Kernel Australia 100 Fund
PIE · capped at PIR (max 28%) growth
Kernel
Kernel NZ 20 Fund
PIE · capped at PIR (max 28%) growth
Kernel
Kernel NZ 50 ESG Tilted Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Kernel
Kernel NZ Small & Mid Cap Opportunities Fund
PIE · capped at PIR (max 28%) growth
Mercer
Mercer NZ Shares Passive Fund
PIE · capped at PIR (max 28%)
Mercer
Mercer Responsible Trans-Tasman Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Milford
Milford Australian Absolute Growth Fund
PIE · capped at PIR (max 28%)
Milford
Milford Trans-Tasman Equity Fund
PIE · capped at PIR (max 28%)
Mint
Mint Australasian Equity Fund
PIE · capped at PIR (max 28%)
Mint
Mint New Zealand SRI Equity Fund
PIE · capped at PIR (max 28%) Responsible / ethical
NZ Funds
NZ Funds New Zealand and Australian Shares
PIE · capped at PIR (max 28%) growth
Octagon
Octagon Australasian Equities Fund
PIE · capped at PIR (max 28%)
Octagon
Octagon New Zealand Equities Fund
PIE · capped at PIR (max 28%)
Pathfinder
Pathfinder Ethical Trans-Tasman Fund
PIE · capped at PIR (max 28%) Responsible / ethical
QuayStreet
QuayStreet NZ Equity Fund
PIE · capped at PIR (max 28%)
Russell Investments
Russell Investments NZ Shares Fund
PIE · capped at PIR (max 28%)
Salt
Salt Long Short Fund
PIE · capped at PIR (max 28%)
Salt
Salt NZ Dividend Appreciation Fund
PIE · capped at PIR (max 28%)
SBS Wealth
SBS Wealth Australasian Equity Portfolio
PIE · capped at PIR (max 28%) growth
Simplicity
Simplicity NZ Share Fund
PIE · capped at PIR (max 28%) growth
Smartshares
Smart Australian Dividend ETF
PIE · capped at PIR (max 28%) ETF · ASD
Smartshares
Smart Australian Financials ETF
PIE · capped at PIR (max 28%) ETF · ASF
Smartshares
Smart Australian Mid Cap ETF
PIE · capped at PIR (max 28%) ETF · MZY
Smartshares
Smart Australian Resources ETF
PIE · capped at PIR (max 28%) ETF · ASR
Smartshares
Smart Australian Top 20 ETF
PIE · capped at PIR (max 28%) ETF · OZY
Smartshares
Smart Australian Top 200 ETF
PIE · capped at PIR (max 28%) ETF · AUS
Smartshares
Smart NZ Dividend ETF
PIE · capped at PIR (max 28%) ETF · DIV
Smartshares
Smart NZ Mid Cap ETF
PIE · capped at PIR (max 28%) ETF · MDZ
Smartshares
Smart NZ Top 10 ETF
PIE · capped at PIR (max 28%) ETF · TNZ
Smartshares
Smart NZ Top 50 ETF
PIE · capped at PIR (max 28%) ETF · FNZ
Smartshares
Smart S&P/NZX 50 ETF
PIE · capped at PIR (max 28%) ETF · NZG
Summer
Summer Australian Equities
PIE · capped at PIR (max 28%) growth
TAHITO
TAHITO Te Tai o Rehua Fund
PIE · capped at PIR (max 28%) Responsible / ethical