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ManagedFunds.nz

Annual fee 0.5% – 1.0%

NZ managed funds with an annual fund charge between 0.5% and 1.0%. The most common band — covers most NZ-listed index funds, lower-fee active strategies, and some multi-asset diversified portfolios.

94 of 279 tracked funds with on-file annual fund charge. Data from Sorted Smart Investor (sourced from FMA Disclose register).

Other fee bands

Methodology

Annual fund charge sourced from Sorted Smart Investor (which itself draws from FMA Disclose). Cross-validate via the per-fund page which links to the source PDS. The annual fund charge is the headline "ongoing cost" — strategy mix, transaction costs, and net return after fees also matter when comparing options.

ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.