Fund index
Every managed fund. In one list.
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.
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.