{
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  "canonicalUrl": "https://managedfunds.nz/funds/sbs-wealth/new-zealand-bond-portfolio/",
  "fetchedAt": "2026-05-22T05:19:08.636Z",
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    "name": "SBS Wealth New Zealand Bond Portfolio",
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    "dataStatus": "pending-ingestion"
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    "legalName": "FundRock NZ Limited",
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    "website": "https://sbsbank.co.nz/sbs-wealth",
    "hq": "Invercargill"
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    "name": "New Zealand Fixed Interest",
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    "strategySummary": "“\n                            The Fund aims to provide investors with a core and lower risk exposure to New Zealand fixed interest debt securities and a gross return above the return of the Benchmark on a rolling three-year basis i.E. Before tax, fees, and other expenses.\n                            ”",
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        "label": "SBS WEALTH NEW ZEALAND BOND PORTFOLIO (FND2933) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.33 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND2933/SBS-WEALTH-NEW-ZEALAND-BOND-PORTFOLIO-FND2933-Full-portfolio-holdings-31-March-2026.xlsx"
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      {
        "label": "SBS Wealth Investment Funds Product Disclosure Statement 112025.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 230.57 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo1ed6fe66c5c53283ffa3ac286f4ef6a2/SBS-Wealth-Investment-Funds-Product-Disclosure-Statement-112025.pdf"
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        "label": "FUND UPDATE New Zealand Bond 31032026 .pdf The quarterly update published by the provider PDF, 259.73 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/edacba922e09976a/FUND-UPDATE--New-Zealand-Bond-31032026-.pdf"
      },
      {
        "label": "SBS Wealth Investment Funds Statementof Investment Policyand Objectives 112025.pdf The statement of investment policy and objectives for each of the SBS Wealth Investment Funds PDF, 320.30 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo9eabb554e5ece1a4a30eeeea3c582604/SBS-Wealth-Investment-Funds-Statementof-Investment-Policyand-Objectives-112025.pdf"
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      {
        "label": "Lifestages Investment Funds Noteonstructure.DOCX.pdf Lifestages Investment Funds - Note on structure PDF, 194.79 KB",
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      {
        "label": "SBS Wealth Investment Funds Other Material Information 112025.pdf This document contains additional material information about the SBS Wealth Investment Funds and should be read alongside the PDS. It ",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdoc4a13c4f4427e6f0d158202d67fd765b/SBS-Wealth-Investment-Funds-Other-Material-Information-112025.pdf"
      },
      {
        "label": "Lifestages Investment Funds Consolidated Establishment Deeds 1 November 2016.pdf Consolidated Establishment Deeds for each of the Lifestages Investment Funds PDF, 3.02 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo6dac7e59aacae96bd6b9ec6b9afa1e4c/Lifestages-Investment-Funds-Consolidated-Establishment-Deeds-1-November-2016.pdf"
      },
      {
        "label": "SBS Wealth Liquidity Risk Management Policy 2024.pdf SBS Wealth Liquidity Risk Management Policy 2024 PDF, 1.69 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo362c39c5e150a267f9de34c5d01a3b25/SBS-Wealth-Liquidity-Risk-Management-Policy-2024.pdf"
      },
      {
        "label": "Lifestages Investment Funds Consolidated Master Trust Deed 1 November 2016.pdf Consolidated Master Trust Deed for the Lifestages Investment Funds PDF, 705.20 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo56ac9c76e0abcb1c69c370705e45993f/Lifestages-Investment-Funds-Consolidated-Master-Trust-Deed-1-November-2016.pdf"
      },
      {
        "label": "SBS Wealth Investment Funds Statementof Investment Policyand Objectives 112025.pdf Statement of investment policy and objectives PDF, 320.30 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo9402907e7077f0dd0ccf723d14914e02/SBS-Wealth-Investment-Funds-Statementof-Investment-Policyand-Objectives-112025.pdf"
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  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SBS%20Wealth%20New%20Zealand%20Bond%20Portfolio",
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