Insights
Mechanical fund analysis,
recomputed from FMA Disclose data
Cohort comparisons, manager-claim verifications, fee and return analysis — mechanical numbers, transparent methodology, no opinion. Read each piece, draw your own conclusion.
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NZ Managed Fund Fees & Returns Index
Quarterly indexThe quarterly index: median and range of annual fund charges across every category, plus how many funds returned above their own stated market index after fees. Recomputed each quarter from FMA Disclose filings. Free to republish with attribution.
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Lowest-Charge NZ Managed Funds 2026
Annual reportThe annual report: the lowest reported annual fund charge in each fund category and each FMA risk band, against category and band medians. Mechanical selection rule, dated data, published methodology. No ratings, no advice.
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Average fund returns by category
Category mediansYear-by-year median after-fee returns for every NZ fund category, computed from each fund's own FMA-mandated disclosures. The mechanical answer to "what does a balanced fund actually return?"
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Active vs index funds — fee and return cohorts
Cohort reportSide-by-side cohorts across all 7 fund categories. Mechanical numbers from FMA Disclose-mirrored Sorted Smart Investor data. Reader draws their own conclusion.
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