Fund-vs-fund · International Equities
Foundation Series Nasdaq-100 Fund vs Smart Healthcare Innovation ETF
Both are International Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.
| Metric | Foundation Series | Smartshares | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.15% | 0.75% | Lower is better |
| Risk indicator (1–7) | 6 | 6 | Higher = more volatility |
| 5-year return p.a. | — | 0.02% | Higher is better (past not future) |
| Fund size | NZ$26m | NZ$24m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
What each fund says it does
Foundation Series
Foundation Series Nasdaq-100 Fund
The Fund aims for high long-run returns by investing in an ETF that invests in shares of the largest non-financial companies listed on the Nasdaq stock exchange.Full Foundation Series Foundation Series Nasdaq-100 Fund profile →
Smartshares
Smart Healthcare Innovation ETF
The Smart Healthcare Innovation ETF is designed to track the return (before tax, fees and other expenses) of the STOXX(r) Global Breakthrough Healthcare Index. The Index is comprised of stocks from developed and emerging market companies from sectors focused on pushing the boundaries in medical treatment technology.Full Smartshares Smart Healthcare Innovation ETF profile →
Important: This comparison is general information only — not personalised financial advice.
Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal
circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.