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ManagedFunds.nz

NZ managed funds with no performance fee

207 NZ retail managed funds whose Product Disclosure Statement explicitly states no performance fee. The annual fund charge is the only ongoing cost. Sorted by annual fund charge.

Source: every fund's current Product Disclosure Statement lodged on the FMA Disclose register. Performance-fee status extracted from the PDS, cross-validated against Sorted Smart Investor.

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Methodology

Performance-fee status is extracted from each fund's current Product Disclosure Statement (PDS) lodged on the FMA Disclose register. A fund qualifies for this directory if its PDS explicitly states no performance fee is charged. Funds without an on-file PDS extract are excluded — we don't claim "no performance fee" from absence of data.

ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser. Read the current PDS before investing.