Minimum investment $50 – $250
NZ retail managed funds with a minimum initial investment between $50 and $250. The "starter" tier — accessible without being trivial.
5 funds match. Source: each fund's current PDS lodged on the FMA Disclose register.
- Squirrel Monthly Income FundSquirrel · OtherNZ$100 min2.14% annual
- Amova Concentrated Equity FundAmova · Australasian EquitiesNZ$250 min1.15% annual
- Amova Core Equity FundAmova · Australasian EquitiesNZ$250 min0.95% annual
- Amova Corporate Bond FundAmova · NZ Fixed InterestNZ$250 min0.70% annual
- Vision Income FundVision · International FINZ$250 min2.51% 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.