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ManagedFunds.nz

Minimum investment $1,000 – $5,000

NZ retail managed funds with a minimum initial investment between $1,000 and $5,000. Where most actively-managed diversified funds sit — Milford, Pie, Fisher Funds typically lead at $1,000.

41 funds match. Source: each fund's current PDS lodged on the FMA Disclose register.

Other minimum-investment bands

How minimum investments work

The minimum initial investment is the smallest amount a fund will accept for a new investor. Some funds also set a minimum subsequent investment for additional top-ups (typically lower than the initial). Direct-from-manager investors usually face the headline minimum; investors going through a platform like InvestNow or Sharesies may face a different (often lower) effective minimum because the platform aggregates many investors into a single account with the manager.

Source: each fund's current PDS lodged on the FMA Disclose register. Some funds also publish a higher "wholesale" minimum — those are excluded from this retail directory.