Which New Zealand managed funds does SBS Wealth Limited manage?

SBS Wealth Limited is named as the licensed manager in the SIPO of 7 New Zealand retail managed funds, across 2 schemes. The full list, with the SIPO that states each one, is at https://managedfunds.nz/licensed-manager/sbs-wealth/funds/. Only funds whose SIPO has been ingested are counted, so this is a floor.

Does SBS Wealth 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.

SBS Wealth

SBS Wealth Limited

SBS Wealth Limited is named as the licensed manager in the Statement of Investment Policy and Objectives of 7 funds in our universe, across 2 schemes. Each row links to the SIPO that states it.

Fund	Brand	Asset class	SIPO
SBS Wealth Australasian Equity Portfolio	SBS Wealth	Australasian Equities	SIPO
SBS Wealth Balanced Strategy	SBS Wealth	Diversified	SIPO
SBS Wealth Conservative Strategy	SBS Wealth	Diversified	SIPO
SBS Wealth Growth Strategy	SBS Wealth	Diversified	SIPO
SBS Wealth New Zealand Bond Portfolio	SBS Wealth	NZ Fixed Interest	SIPO
SBS Wealth World Bond Portfolio	SBS Wealth	International FI	SIPO
SBS Wealth World Equity Portfolio	SBS Wealth	International Equities	SIPO

Source: each scheme's Statement of Investment Policy and Objectives, lodged on the FMA Disclose register; most recent SIPO in this list dated 2025-11-03. Only funds whose SIPO we have ingested appear here, so this list is a floor rather than a complete record of the SBS Wealth range. Information only — not financial advice.