Which New Zealand managed funds does New Zealand Funds Management Limited manage?

New Zealand Funds Management Limited is named as the licensed manager in the SIPO of 12 New Zealand retail managed funds, across 1 scheme. The full list, with the SIPO that states each one, is at https://managedfunds.nz/licensed-manager/new-zealand-funds-management/funds/. Only funds whose SIPO has been ingested are counted, so this is a floor.

Does New Zealand Funds Management choose the investments in these funds?

Holding the FMA licence for a scheme is a distinct role from selecting the investments within it, and from custody and supervision. The SIPO names the licensed manager; the investment manager, custodian and supervisor may be other parties and are stated separately in the scheme documents.

New Zealand Funds Management

New Zealand Funds Management Limited

New Zealand Funds Management Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 12 funds in our universe, across 1 scheme. Each row links to the SIPO that states it.

Fund	Brand	Asset class	SIPO
NZ Funds Global Bonds	NZ Funds	International FI	SIPO
NZ Funds Global Infrastructure	NZ Funds	Other	SIPO
NZ Funds Global Property	NZ Funds	Listed Property	SIPO
NZ Funds Global Shares	NZ Funds	International Equities	SIPO
NZ Funds Global Utilities	NZ Funds	International Equities	SIPO
NZ Funds Income Generator	NZ Funds	Diversified	SIPO
NZ Funds New Zealand and Australian Bonds	NZ Funds	NZ Fixed Interest	SIPO
NZ Funds New Zealand and Australian Shares	NZ Funds	Australasian Equities	SIPO
NZ Funds New Zealand Property and Retirement Villages	NZ Funds	Listed Property	SIPO
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	Diversified	SIPO
NZ Funds Wealth Builder - Income Strategy	NZ Funds	Diversified	SIPO
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	Diversified	SIPO

Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2025-10-20. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the New Zealand Funds Management range. Information only — not financial advice.