Asset class
Diversified Funds
Multi-asset funds that hold a mix of shares, bonds, cash and sometimes property in a single portfolio. The mix determines the risk profile — aggressive funds hold more shares, conservative funds hold more bonds and cash.
73 funds tracked
A
ACI
ACI Conservative Fund
PIE · capped at PIR (max 28%)conservative
A
ACI
ACI Growth Fund
PIE · capped at PIR (max 28%)growth
AMP
AMP Aggressive Managed Fund
PIE · capped at PIR (max 28%)aggressive
AMP
AMP Balanced Managed Fund
PIE · capped at PIR (max 28%)balanced
AMP
AMP Growth Managed Fund
PIE · capped at PIR (max 28%)growth
ANZ Investments
ANZ Investments OneAnswer Balanced Fund
PIE · capped at PIR (max 28%)balanced
ANZ Investments
ANZ Investments OneAnswer Balanced Growth Fund
PIE · capped at PIR (max 28%)balanced growth
ANZ Investments
ANZ Investments OneAnswer Conservative Balanced Fund
PIE · capped at PIR (max 28%)conservative balanced
ANZ Investments
ANZ Investments OneAnswer Conservative Fund
PIE · capped at PIR (max 28%)conservative
ANZ Investments
ANZ Investments OneAnswer Growth Fund
PIE · capped at PIR (max 28%)growth
ANZ Investments
ANZ Investments OneAnswer High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Booster
Booster Shielded Growth Fund
PIE · capped at PIR (max 28%)growth
Booster
Booster Socially Responsible Balanced Fund
PIE · capped at PIR (max 28%)Responsible / ethicalbalanced
Booster
Booster Socially Responsible Growth Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
Booster
Booster Socially Responsible High Growth Fund
PIE · capped at PIR (max 28%)Responsible / ethicalaggressive
Booster
Booster Wealth Balanced Fund
PIE · capped at PIR (max 28%)balanced
Booster
Booster Wealth Geared Growth Fund
PIE · capped at PIR (max 28%)aggressive
Booster
Booster Wealth Growth Fund
PIE · capped at PIR (max 28%)growth
Booster
Booster Wealth High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Booster
Booster Wealth Moderate Fund
PIE · capped at PIR (max 28%)conservative
Castle Point
Castle Point 5 Oceans Fund
PIE · capped at PIR (max 28%)balanced
Clarity
Clarity Diversified Growth Fund
PIE · capped at PIR (max 28%)growth
Clarity
Clarity Diversified Income Fund
PIE · capped at PIR (max 28%)income
Fisher Funds
Fisher Funds Aggressive Fund
PIE · capped at PIR (max 28%)aggressive
Fisher Funds
Fisher Funds Balanced Fund
PIE · capped at PIR (max 28%)balanced
Fisher Funds
Fisher Funds Balanced Strategy 40/60 Fund
PIE · capped at PIR (max 28%)balanced
Fisher Funds
Fisher Funds Balanced Strategy 45/55 Fund
PIE · capped at PIR (max 28%)balanced
Fisher Funds
Fisher Funds Conservative Fund
PIE · capped at PIR (max 28%)conservative
Fisher Funds
Fisher Funds Growth Fund
PIE · capped at PIR (max 28%)growth
Foundation Series
Foundation Series Balanced Fund
PIE · capped at PIR (max 28%)balanced
Foundation Series
Foundation Series Growth Fund
PIE · capped at PIR (max 28%)growth
Foundation Series
Foundation Series High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Generate
Generate Focused Growth Managed Fund
PIE · capped at PIR (max 28%)growth
Harbour
Harbour Balanced Fund
PIE · capped at PIR (max 28%)balanced
Harbour
Harbour Balanced Growth Fund
PIE · capped at PIR (max 28%)balanced growth
Harbour
Harbour Growth Fund
PIE · capped at PIR (max 28%)growth
Harbour
Harbour Income Fund
PIE · capped at PIR (max 28%)income
Harbour
Harbour Sustainable Impact Fund
PIE · capped at PIR (max 28%)Responsible / ethicalbalanced
Kernel
Kernel Balanced Fund
PIE · capped at PIR (max 28%)balanced
Kernel
Kernel Conservative Fund
PIE · capped at PIR (max 28%)conservative
Kernel
Kernel High Growth Fund
PIE · capped at PIR (max 28%)aggressive
Lifetime
Lifetime Balanced Fund
PIE · capped at PIR (max 28%)balanced
Lifetime
Lifetime Conservative Fund
PIE · capped at PIR (max 28%)conservative
Lifetime
Lifetime Growth Fund
PIE · capped at PIR (max 28%)growth
Lifetime
Lifetime Retirement Income Fund
PIE · capped at PIR (max 28%)income
Mercer
Mercer Income Generator Fund
PIE · capped at PIR (max 28%)income
Mercer
Mercer Responsible Balanced Fund
PIE · capped at PIR (max 28%)Responsible / ethicalbalanced
Milford
Milford Active Growth Fund
PIE · capped at PIR (max 28%)growth
Milford
Milford Aggressive Fund
PIE · capped at PIR (max 28%)aggressive
Milford
Milford Balanced Fund
PIE · capped at PIR (max 28%)balanced
Milford
Milford Conservative Fund
PIE · capped at PIR (max 28%)conservative
Milford
Milford Diversified Income Fund
PIE · capped at PIR (max 28%)income
Mint
Mint Diversified Growth Fund
PIE · capped at PIR (max 28%)growth
Mint
Mint Diversified Income Fund
PIE · capped at PIR (max 28%)income
NZ Funds
NZ Funds Income Generator
PIE · capped at PIR (max 28%)income
NZ Funds
NZ Funds Wealth Builder - Growth Strategy
PIE · capped at PIR (max 28%)growth
NZ Funds
NZ Funds Wealth Builder - Income Strategy
PIE · capped at PIR (max 28%)income
NZ Funds
NZ Funds Wealth Builder - Inflation Strategy
PIE · capped at PIR (max 28%)balanced
Octagon
Octagon Balanced Fund
PIE · capped at PIR (max 28%)balanced
Pathfinder
Pathfinder Ethical Growth Fund
PIE · capped at PIR (max 28%)Responsible / ethicalgrowth
QuayStreet
QuayStreet Income Fund
PIE · capped at PIR (max 28%)income
SBS Wealth
SBS Wealth Balanced Strategy
PIE · capped at PIR (max 28%)balanced
SBS Wealth
SBS Wealth Conservative Strategy
PIE · capped at PIR (max 28%)conservative
SBS Wealth
SBS Wealth Growth Strategy
PIE · capped at PIR (max 28%)growth
SBS Wealth
SBS Wealth High Growth Strategy
PIE · capped at PIR (max 28%)aggressive
Simplicity
Simplicity Balanced Investment Fund
PIE · capped at PIR (max 28%)balanced
Simplicity
Simplicity Conservative Investment Fund
PIE · capped at PIR (max 28%)conservative
Simplicity
Simplicity Growth Investment Fund
PIE · capped at PIR (max 28%)growth
Simplicity
Simplicity High Growth Investment Fund
PIE · capped at PIR (max 28%)aggressive
Simplicity
Simplicity Homes and Income Investment Fund
PIE · capped at PIR (max 28%)balanced
Summer
Summer Balanced Selection
PIE · capped at PIR (max 28%)balanced
Summer
Summer Conservative Selection
PIE · capped at PIR (max 28%)conservative
Summer
Summer Growth Selection
PIE · capped at PIR (max 28%)growth