Minimum investment $250 – $1,000
NZ retail managed funds with a minimum initial investment between $250 and $1,000. Common for index-tracked retail funds direct from manager (Foundation Series, Simplicity, Kernel, Smartshares CIP) and InvestNow-distributed wholesale-feeder retail classes.
56 funds match. Source: each fund's current PDS lodged on the FMA Disclose register.
- Booster Wealth Geared Growth FundBooster · DiversifiedNZ$500 min1.35% annual
- SBS Wealth Australasian Equity PortfolioSBS Wealth · Australasian EquitiesNZ$500 min1.20% annual
- SBS Wealth New Zealand Bond PortfolioSBS Wealth · NZ Fixed InterestNZ$500 min0.78% annual
- SBS Wealth World Bond PortfolioSBS Wealth · International FINZ$500 min0.77% annual
- SBS Wealth World Equity PortfolioSBS Wealth · International EquitiesNZ$500 min1.18% annual
- Smart Asia Pacific ETFSmartshares · International EquitiesNZ$500 min0.55% annual
- Smart Australian Dividend ETFSmartshares · Australasian EquitiesNZ$500 min0.54% annual
- Smart Australian Financials ETFSmartshares · Australasian EquitiesNZ$500 min0.54% annual
- Smart Australian Mid Cap ETFSmartshares · Australasian EquitiesNZ$500 min0.75% annual
- Smart Australian Property ETFSmartshares · Listed PropertyNZ$500 min0.54% annual
- Smart Australian Resources ETFSmartshares · Australasian EquitiesNZ$500 min0.54% annual
- Smart Australian Top 20 ETFSmartshares · Australasian EquitiesNZ$500 min0.60% annual
- Smart Australian Top 200 ETFSmartshares · Australasian EquitiesNZ$500 min0.30% annual
- Smart Automation and Robotics ETFSmartshares · International EquitiesNZ$500 min0.75% annual
- Smart Bitcoin ETFSmartshares · OtherNZ$500 min0.55% annual
- Smart Emerging Markets ESG ETFSmartshares · International EquitiesNZ$500 min0.59% annual
- Smart Europe ESG ETFSmartshares · International EquitiesNZ$500 min0.55% annual
- Smart Global Aggregate Bond ETFSmartshares · International FINZ$500 min0.30% annual
- Smart Global Bond ETFSmartshares · International FINZ$500 min0.54% annual
- Smart Global ESG ETFSmartshares · International EquitiesNZ$500 min0.54% annual
- Smart Healthcare Innovation ETFSmartshares · International EquitiesNZ$500 min0.75% annual
- Smart Japan ESG ETFSmartshares · International EquitiesNZ$500 min0.55% annual
- Smart S&P/NZX 50 ETFSmartshares · Australasian EquitiesNZ$500 min0.20% annual
- Smart Total World ETFSmartshares · International EquitiesNZ$500 min0.40% annual
- Smart US 500 ETFSmartshares · International EquitiesNZ$500 min0.34% annual
- Smart US Large Growth ETFSmartshares · International EquitiesNZ$500 min0.51% annual
- Smart US Large Value ETFSmartshares · International EquitiesNZ$500 min0.51% annual
- Smart US Small Cap ETFSmartshares · International EquitiesNZ$500 min0.51% annual
- Booster Wealth Balanced FundBooster · DiversifiedNZ$1,000 min0.83% annual
- Booster Wealth Growth FundBooster · DiversifiedNZ$1,000 min0.91% annual
- Booster Wealth High Growth FundBooster · DiversifiedNZ$1,000 min0.96% annual
- Booster Wealth Moderate FundBooster · DiversifiedNZ$1,000 min0.74% annual
- Coolabah Active Composite Bond PIE FundCoolabah · International FINZ$1,000 min0.76% annual
- Coolabah Global Floating-Rate High Yield PIE FundCoolabah · International FINZ$1,000 min1.00% annual
- Coolabah Long-Short Credit PIE FundCoolabah · International FINZ$1,000 min1.76% annual
- Coolabah Short Term Income PIE FundCoolabah · International FINZ$1,000 min0.67% annual
- Generate Focused Growth Managed FundGenerate · DiversifiedNZ$1,000 min1.35% annual
- Lifetime Balanced FundLifetime · DiversifiedNZ$1,000 min0.99% annual
- Lifetime Cash FundLifetime · CashNZ$1,000 min0.65% annual
- Lifetime Conservative FundLifetime · DiversifiedNZ$1,000 min0.99% annual
- Lifetime Growth FundLifetime · DiversifiedNZ$1,000 min0.99% annual
- Milford Active Growth FundMilford · DiversifiedNZ$1,000 min1.05% annual
- Milford Aggressive FundMilford · DiversifiedNZ$1,000 min1.15% annual
- Milford Australian Absolute Growth FundMilford · Australasian EquitiesNZ$1,000 min1.05% annual
- Milford Balanced FundMilford · DiversifiedNZ$1,000 min1.05% annual
- Milford Conservative FundMilford · DiversifiedNZ$1,000 min0.85% annual
- Milford Diversified Income FundMilford · DiversifiedNZ$1,000 min0.65% annual
- Milford Global Corporate Bond FundMilford · International FINZ$1,000 min0.85% annual
- Milford Global Equity FundMilford · International EquitiesNZ$1,000 min1.35% annual
- Milford Trans-Tasman Bond FundMilford · NZ Fixed InterestNZ$1,000 min0.65% annual
- Milford Trans-Tasman Equity FundMilford · Australasian EquitiesNZ$1,000 min1.05% annual
- Mint Australasian Equity FundMint · Australasian EquitiesNZ$1,000 min1.18% annual
- Mint Australasian Property FundMint · Listed PropertyNZ$1,000 min1.07% annual
- Mint Diversified Growth FundMint · DiversifiedNZ$1,000 min1.21% annual
- Mint Diversified Income FundMint · DiversifiedNZ$1,000 min1.01% annual
- Mint New Zealand SRI Equity FundMint · Australasian EquitiesNZ$1,000 min0.97% annual
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.