Fund index
Every NZ retail managed fund. In one list.
304 funds · updated August 2026
304 retail managed funds organised by asset class. Click any fund for the manager profile, peer comparisons, and direct links to its Product Disclosure Statement. Wholesale-only funds are out of scope — they file no retail disclosure (why).
Diversified Funds
Aggressive, growth, balanced and conservative one-stop funds.
73 funds Category page →
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 / ethical balanced
Booster
Booster Socially Responsible Growth Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Booster
Booster Socially Responsible High Growth Fund
PIE · capped at PIR (max 28%) Responsible / ethical aggressive
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 / ethical balanced
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 / ethical balanced
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 / ethical growth
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
Australasian Equities
NZ and Trans-Tasman shares — active, index and ETF wrappers.
58 funds Category page →
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
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
91 funds Category page →
Amova
Amova Global Shares Fund
PIE · capped at PIR (max 28%)
Amova
Amova Global Shares Hedged Fund
PIE · capped at PIR (max 28%) NZD hedged
AMP
AMP International Shares Managed Fund
PIE · capped at PIR (max 28%)
Antipodes
Antipodes Global Fund – Long (PIE)
PIE · capped at PIR (max 28%)
ANZ Investments
ANZ Investments OneAnswer International Listed Infrastructure Fund
PIE · capped at PIR (max 28%)
ANZ Investments
ANZ Investments OneAnswer International Share Fund
PIE · capped at PIR (max 28%)
A
Aurellan
Aurellan Global Shares Fund
PIE · capped at PIR (max 28%) growth
A
Aurellan
Aurellan Hedged Global Shares Fund
PIE · capped at PIR (max 28%) NZD hedged growth
BetaShares
BetaShares Global Quality Leaders Fund
PIE · capped at PIR (max 28%) growth
BetaShares
BetaShares Global Sustainability Leaders Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
BetaShares
BetaShares Global Sustainability Leaders Fund (NZD Hedged)
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth
Brandywine
Brandywine Global Opportunistic Equity Fund
PIE · capped at PIR (max 28%) growth
Clarity
Clarity - Capital Group New Perspective Fund
PIE · capped at PIR (max 28%) growth
Clarity
Clarity Dividend Yield Fund
PIE · capped at PIR (max 28%) growth
Clarity
Clarity Global Shares Fund
PIE · capped at PIR (max 28%) growth
Dimensional
Dimensional Global Sustainability PIE Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Dimensional
Dimensional Global Sustainability PIE Fund (NZD Hedged)
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical
Elevation Capital
Elevation Capital Global Shares Fund
PIE · capped at PIR (max 28%)
Ellerston
Ellerston Global Mid Small Cap Fund
PIE · capped at PIR (max 28%)
Evidential
Evidential Sustainable Targeted Factor Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Fisher Funds
Fisher Funds Global Fund
PIE · capped at PIR (max 28%)
Fisher Funds
Fisher Funds International Growth Fund
PIE · capped at PIR (max 28%)
Foundation Series
Foundation Series Global ESG Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Foundation Series
Foundation Series Hedged Total World Fund
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series
Foundation Series Hedged US 500 Fund
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series
Foundation Series Nasdaq-100 Fund
PIE · capped at PIR (max 28%) Thematic
Foundation Series
Foundation Series Total World Fund
PIE · capped at PIR (max 28%)
Foundation Series
Foundation Series US 500 Fund
PIE · capped at PIR (max 28%)
Foundation Series
Foundation Series US Dividend Equity Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour Epoch Global Quality Select Equity (Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged growth
Harbour
Harbour Epoch Global Quality Select Equity Fund
PIE · capped at PIR (max 28%) growth
Harbour
Harbour T. Rowe Price Global Equity Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour T. Rowe Price Global Equity Fund (Hedged)
PIE · capped at PIR (max 28%) NZD hedged
Hyperion
Hyperion Global Growth Companies PIE Fund
PIE · capped at PIR (max 28%)
India Avenue
India Avenue Equity Fund — H Class
FIF · file IR3 each year Thematic
Kernel
Kernel Emerging Markets Fund
PIE · capped at PIR (max 28%) growth
Kernel
Kernel Global ESG (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth
Kernel
Kernel Global ESG Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Kernel
Kernel S&P 500 (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged growth
Kernel
Kernel S&P 500 (Unhedged) Fund
PIE · capped at PIR (max 28%) growth
Kernel
Kernel S&P Global 100 (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged growth
Kernel
Kernel S&P Global 100 Fund
PIE · capped at PIR (max 28%) growth
Kernel
Kernel S&P Global Clean Energy Fund
PIE · capped at PIR (max 28%) Responsible / ethical Thematic aggressive
Kernel
Kernel S&P Global Dividend Aristocrats Fund
PIE · capped at PIR (max 28%) Thematic growth
Kernel
Kernel World ex-US (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged growth
Kernel
Kernel World ex-US Fund
PIE · capped at PIR (max 28%) growth
L
Lighthouse
Lighthouse Global Equity Fund
PIE · capped at PIR (max 28%)
Mercer
Mercer All Country Global Shares Index Fund
PIE · capped at PIR (max 28%)
Mercer
Mercer Core Global Shares Fund
PIE · capped at PIR (max 28%)
Mercer
Mercer Core Hedged Global Shares Fund
PIE · capped at PIR (max 28%) NZD hedged
Mercer
Mercer Global Shares Fund
PIE · capped at PIR (max 28%)
Mercer
Mercer Responsible Global Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Milford
Milford Global Equity Fund
PIE · capped at PIR (max 28%)
NZ Funds
NZ Funds Global Shares
PIE · capped at PIR (max 28%) growth
NZ Funds
NZ Funds Global Utilities
PIE · capped at PIR (max 28%) Thematic balanced
Pathfinder
Pathfinder Global Responsibility Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Pathfinder
Pathfinder Global Water Fund
PIE · capped at PIR (max 28%) Responsible / ethical Thematic
Pella
Pella Global Generations PIE Fund
PIE · capped at PIR (max 28%) growth
Pie Funds
Pie Global Growth Fund 2
PIE · capped at PIR (max 28%)
Pie Funds
Pie Growth UK & Europe Fund
PIE · capped at PIR (max 28%)
Plato
Plato Global Alpha PIE Fund
PIE · capped at PIR (max 28%) growth
Russell Investments
Russell Investments Global Shares Fund
PIE · capped at PIR (max 28%)
Russell Investments
Russell Investments Hedged Global Shares Fund
PIE · capped at PIR (max 28%) NZD hedged
Russell Investments
Russell Investments Hedged Sustainable Global Shares Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical
Russell Investments
Russell Investments Sustainable Global Shares Fund
PIE · capped at PIR (max 28%) Responsible / ethical
SBS Wealth
SBS Wealth World Equity Portfolio
PIE · capped at PIR (max 28%) growth
Schroders
Schroder Sustainable Global Core PIE Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Schroders
Schroder Sustainable Global Core PIE Fund (Hedged)
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth
Simplicity
Simplicity Hedged Global Share Fund
PIE · capped at PIR (max 28%) NZD hedged growth
Simplicity
Simplicity Unhedged Global Share Fund
PIE · capped at PIR (max 28%) growth
Smartshares
Smart Asia Pacific ETF
PIE · capped at PIR (max 28%) ETF · APA
Smartshares
Smart Automation and Robotics ETF
PIE · capped at PIR (max 28%) ETF · BOT Thematic
Smartshares
Smart Emerging Markets ESG ETF
PIE · capped at PIR (max 28%) ETF · EMG Responsible / ethical
Smartshares
Smart Emerging Markets ETF
PIE · capped at PIR (max 28%) ETF · EMF
Smartshares
Smart Europe ESG ETF
PIE · capped at PIR (max 28%) ETF · EUG Responsible / ethical
Smartshares
Smart Europe ETF
PIE · capped at PIR (max 28%) ETF · EUF
Smartshares
Smart Global ESG ETF
PIE · capped at PIR (max 28%) ETF · ESG Responsible / ethical
Smartshares
Smart Healthcare Innovation ETF
PIE · capped at PIR (max 28%) ETF · LIV Thematic
Smartshares
Smart Japan ESG ETF
PIE · capped at PIR (max 28%) ETF · JPN Responsible / ethical
Smartshares
Smart Total World ETF
PIE · capped at PIR (max 28%) ETF · TWF
Smartshares
Smart US 500 ETF
PIE · capped at PIR (max 28%) ETF · USF
Smartshares
Smart US ESG ETF
PIE · capped at PIR (max 28%) ETF · USA Responsible / ethical
Smartshares
Smart US Large Growth ETF
PIE · capped at PIR (max 28%) ETF · USG
Smartshares
Smart US Large Value ETF
PIE · capped at PIR (max 28%) ETF · USV
Smartshares
Smart US Mid Cap ETF
PIE · capped at PIR (max 28%) ETF · USM
Smartshares
Smart US Small Cap ETF
PIE · capped at PIR (max 28%) ETF · USS
Stewart Investors
Stewart Investors Worldwide Leaders Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
Summer
Summer Global Equities
PIE · capped at PIR (max 28%) growth
Te Ahumairangi
Te Ahumairangi Global Equity Fund
PIE · capped at PIR (max 28%)
Vanguard
Vanguard International Shares Select Exclusions Index Fund
FIF · file IR3 each year
Vanguard
Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class
FIF · file IR3 each year NZD hedged
New Zealand Fixed Interest
NZ government and corporate bonds.
16 funds Category page →
Amova
Amova Corporate Bond Fund
PIE · capped at PIR (max 28%)
ANZ Investments
ANZ Investments OneAnswer New Zealand Fixed Interest Fund
PIE · capped at PIR (max 28%)
Fisher Funds
Fisher Funds New Zealand Fixed Income Trust
PIE · capped at PIR (max 28%)
Harbour
Harbour NZ Core Fixed Interest Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour NZ Corporate Bond Fund
PIE · capped at PIR (max 28%)
Kernel
Kernel March 2027 NZ Bond Fund
PIE · capped at PIR (max 28%) conservative
Kernel
Kernel March 2029 NZ Bond Fund
PIE · capped at PIR (max 28%) conservative
Kernel
Kernel NZ Bond Fund
PIE · capped at PIR (max 28%) conservative
Mercer
Mercer Macquarie NZ Fixed Interest Fund
PIE · capped at PIR (max 28%)
Mercer
Mercer Macquarie NZ Short Duration Fund
PIE · capped at PIR (max 28%)
Milford
Milford Trans-Tasman Bond Fund
PIE · capped at PIR (max 28%)
NZ Funds
NZ Funds New Zealand and Australian Bonds
PIE · capped at PIR (max 28%) conservative
Russell Investments
Russell Investments NZ Fixed Interest Fund
PIE · capped at PIR (max 28%)
SBS Wealth
SBS Wealth New Zealand Bond Portfolio
PIE · capped at PIR (max 28%) conservative
Simplicity
Simplicity NZ Bond Fund
PIE · capped at PIR (max 28%) conservative
Smartshares
Smart NZ Bond ETF
PIE · capped at PIR (max 28%) ETF · NZB
International Fixed Interest
Global aggregate, corporate and sovereign bonds.
34 funds Category page →
ANZ Investments
ANZ Investments OneAnswer International Fixed Interest Fund
PIE · capped at PIR (max 28%)
Artesian
Artesian Green and Sustainable Bond Fund (NZD)
PIE · capped at PIR (max 28%) Responsible / ethical conservative
Artesian
Artesian Short Duration Corporate Bond Fund (NZD)
PIE · capped at PIR (max 28%) conservative
Bentham
Bentham Global Income PIE Fund
PIE · capped at PIR (max 28%) conservative
Bentham
Bentham Global Opportunities PIE Fund
PIE · capped at PIR (max 28%) balanced
BetaShares
BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged)
PIE · capped at PIR (max 28%) NZD hedged conservative
Brandywine
Brandywine Global Opportunistic Fixed Income Fund
PIE · capped at PIR (max 28%)
Clarity
Clarity Fixed Income Fund
PIE · capped at PIR (max 28%) conservative
Coolabah
Coolabah Active Composite Bond PIE Fund
PIE · capped at PIR (max 28%) conservative
Coolabah
Coolabah Global Floating-Rate High Yield PIE Fund
PIE · capped at PIR (max 28%) balanced
Coolabah
Coolabah Long-Short Credit PIE Fund
PIE · capped at PIR (max 28%) balanced
Coolabah
Coolabah Short Term Income PIE Fund
PIE · capped at PIR (max 28%) conservative
Daintree
Daintree Core Income PIE
PIE · capped at PIR (max 28%) conservative
Daintree
Daintree High Income PIE
PIE · capped at PIR (max 28%) balanced
Dimensional
Dimensional Five-Year Diversified Fixed Interest PIE Fund
PIE · capped at PIR (max 28%) NZD hedged
Dimensional
Dimensional Global Bond Sustainability PIE Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical
Dimensional
Dimensional Two-Year Sustainability Fixed Interest PIE Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical
Evidential
Evidential Sustainable Global Bond Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Fisher Funds
Fisher Funds BondPlus Fund
PIE · capped at PIR (max 28%)
Fisher Funds
Fisher Funds Income Fund
PIE · capped at PIR (max 28%)
H
Hunter
Hunter Global Fixed Interest Fund
PIE · capped at PIR (max 28%)
H
Hunter
Hunter Private Credit Fund
PIE · capped at PIR (max 28%) balanced
JPMorgan
JPMorgan Global Bond Fund
PIE · capped at PIR (max 28%) conservative
Kernel
Kernel US Bond Fund
PIE · capped at PIR (max 28%) conservative
Mercer
Mercer Responsible Hedged Global Fixed Interest Index Fund
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical
Milford
Milford Global Corporate Bond Fund
PIE · capped at PIR (max 28%)
NZ Funds
NZ Funds Global Bonds
PIE · capped at PIR (max 28%) conservative
Russell Investments
Russell Investments Global Fixed Interest Fund
PIE · capped at PIR (max 28%)
SBS Wealth
SBS Wealth World Bond Portfolio
PIE · capped at PIR (max 28%) conservative
Simplicity
Simplicity Hedged Global Bond Fund
PIE · capped at PIR (max 28%) NZD hedged conservative
Smartshares
Smart Global Aggregate Bond ETF
PIE · capped at PIR (max 28%) ETF · AGG
Smartshares
Smart Global Bond ETF
PIE · capped at PIR (max 28%) ETF · GBF
Summer
Summer Global Fixed Interest
PIE · capped at PIR (max 28%) conservative
Vision
Vision Income Fund
PIE · capped at PIR (max 28%) income
Listed Property
NZ, Australian and global REITs.
17 funds Category page →
ANZ Investments
ANZ Investments OneAnswer International Property Fund
PIE · capped at PIR (max 28%)
ANZ Investments
ANZ Investments OneAnswer Property Securities Fund
PIE · capped at PIR (max 28%)
Dexus
Dexus Global REIT Fund
PIE · capped at PIR (max 28%)
Fisher Funds
Fisher Funds Property & Infrastructure Fund
PIE · capped at PIR (max 28%)
Harbour
Harbour Real Estate Investment Fund
PIE · capped at PIR (max 28%)
Kernel
Kernel Global Property (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged balanced
Kernel
Kernel NZ Commercial Property Fund
PIE · capped at PIR (max 28%) balanced
Mercer
Mercer Global Listed Real Estate Fund
PIE · capped at PIR (max 28%)
Mint
Mint Australasian Property Fund
PIE · capped at PIR (max 28%)
NZ Funds
NZ Funds Global Property
PIE · capped at PIR (max 28%) balanced
NZ Funds
NZ Funds New Zealand Property and Retirement Villages
PIE · capped at PIR (max 28%) balanced
Pathfinder
Pathfinder Global Property Fund
PIE · capped at PIR (max 28%)
Resolution Capital
Resolution Capital Global Property Securities PIE Fund
PIE · capped at PIR (max 28%) balanced
Salt
Salt Enhanced Property Fund
PIE · capped at PIR (max 28%)
Smartshares
Smart Australian Property ETF
PIE · capped at PIR (max 28%) ETF · ASP
Smartshares
Smart NZ Property ETF
PIE · capped at PIR (max 28%) ETF · NPF
Summer
Summer Listed Property
PIE · capped at PIR (max 28%) balanced
Cash and Cash Equivalents
On-call and short-duration cash funds.
6 funds Category page →
Clarity
Clarity Enhanced Cash PIE
PIE · capped at PIR (max 28%) conservative
Harbour
Harbour Enhanced Cash Fund
PIE · capped at PIR (max 28%) conservative
Kernel
Kernel Cash Plus Fund
PIE · capped at PIR (max 28%) conservative
Lifetime
Lifetime Cash Fund
PIE · capped at PIR (max 28%) conservative
Simplicity
Simplicity NZ Cash Fund
PIE · capped at PIR (max 28%) conservative
Summer
Summer New Zealand Cash
PIE · capped at PIR (max 28%) conservative
Other
Infrastructure, Bitcoin and specialty income funds.
9 funds Category page →
First Sentier
First Sentier Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%) Thematic balanced
Kernel
Kernel Global Infrastructure (NZD Hedged) Fund
PIE · capped at PIR (max 28%) NZD hedged Thematic balanced
Kernel
Kernel Global Infrastructure Fund
PIE · capped at PIR (max 28%) Thematic balanced
Mercer
Mercer Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%)
NZ Funds
NZ Funds Global Infrastructure
PIE · capped at PIR (max 28%) Thematic balanced
Resolution Capital
Resolution Capital Global Listed Infrastructure PIE Fund
PIE · capped at PIR (max 28%) Thematic balanced
Russell Investments
Russell Investments Global Listed Infrastructure Fund
PIE · capped at PIR (max 28%)
Smartshares
Smart Bitcoin ETF
PIE · capped at PIR (max 28%) ETF · BTC Thematic
Squirrel
Squirrel Monthly Income Fund
PIE · capped at PIR (max 28%)
Cash and Cash Equivalents
Four cash funds are available on InvestNow. We're confirming the issuer details before listing each one — check back as the FMA Disclose extraction pipeline rolls out.