Minimum investment $5,000 – $50,000
NZ retail managed funds with a minimum initial investment between $5,000 and $50,000. Boutique and specialty funds, certain absolute-return funds, single-strategy actively-managed funds.
47 funds match. Source: each fund's current PDS lodged on the FMA Disclose register.
- Artesian Green and Sustainable Bond Fund (NZD)Artesian · International FINZ$10,000 min
- Artesian Short Duration Corporate Bond Fund (NZD)Artesian · International FINZ$10,000 min
- Castle Point 5 Oceans FundCastle Point · DiversifiedNZ$10,000 min1.18% annual
- Castle Point Trans-Tasman FundCastle Point · Australasian EquitiesNZ$10,000 min1.08% annual
- Clarity - Capital Group New Perspective FundClarity · International EquitiesNZ$10,000 min1.21% annual
- Clarity Diversified Growth FundClarity · DiversifiedNZ$10,000 min1.16% annual
- Clarity Diversified Income FundClarity · DiversifiedNZ$10,000 min0.96% annual
- Clarity Dividend Yield FundClarity · International EquitiesNZ$10,000 min1.06% annual
- Clarity Enhanced Cash PIEClarity · CashNZ$10,000 min0.26% annual
- Clarity Fixed Income FundClarity · International FINZ$10,000 min0.70% annual
- Clarity Global Shares FundClarity · International EquitiesNZ$10,000 min1.06% annual
- Clarity New Zealand Equity FundClarity · Australasian EquitiesNZ$10,000 min1.06% annual
- Clarity Trans-Tasman Value FundClarity · Australasian EquitiesNZ$10,000 min1.06% annual
- Daintree Core Income PIEDaintree · International FINZ$10,000 min0.73% annual
- Daintree High Income PIEDaintree · International FINZ$10,000 min0.90% annual
- Devon Alpha FundDevon · Australasian EquitiesNZ$10,000 min1.30% annual
- Devon Australian FundDevon · Australasian EquitiesNZ$10,000 min1.30% annual
- Devon Dividend Yield FundDevon · Australasian EquitiesNZ$10,000 min1.39% annual
- Devon Trans-Tasman FundDevon · Australasian EquitiesNZ$10,000 min1.36% annual
- Lighthouse Global Equity FundLighthouse · International EquitiesNZ$10,000 min1.03% annual
- Plato Global Alpha PIE FundPlato · International EquitiesNZ$15,000 min
- Hyperion Australian Growth Companies PIE FundHyperion · Australasian EquitiesNZ$20,000 min0.98% annual
- Hyperion Global Growth Companies PIE FundHyperion · International EquitiesNZ$20,000 min4.38% annual
- Antipodes Global Fund – Long (PIE)Antipodes · International EquitiesNZ$25,000 min
- Dimensional Australian Sustainability PIE FundDimensional · Australasian EquitiesNZ$25,000 min0.35% annual
- Dimensional Five-Year Diversified Fixed Interest PIE FundDimensional · International FINZ$25,000 min0.28% annual
- Dimensional Global Bond Sustainability PIE FundDimensional · International FINZ$25,000 min0.32% annual
- Dimensional Global Sustainability PIE FundDimensional · International EquitiesNZ$25,000 min0.40% annual
- Dimensional Global Sustainability PIE Fund (NZD Hedged)Dimensional · International EquitiesNZ$25,000 min0.40% annual
- Dimensional Two-Year Sustainability Fixed Interest PIE FundDimensional · International FINZ$25,000 min0.25% annual
- Evidential Sustainable Global Bond FundEvidential · International FINZ$25,000 min0.32% annual
- Evidential Sustainable Targeted Factor FundEvidential · International EquitiesNZ$25,000 min0.62% annual
- Lifetime Retirement Income FundLifetime · DiversifiedNZ$25,000 min1.36% annual
- Pella Global Generations PIE FundPella · International EquitiesNZ$25,000 min0.85% annual
- Pie Global Growth Fund 2Pie Funds · International EquitiesNZ$25,000 min1.61% annual
- Pie Growth UK & Europe FundPie Funds · International EquitiesNZ$25,000 min1.85% annual
- Resolution Capital Global Listed Infrastructure PIE FundResolution Capital · OtherNZ$25,000 min1.05% annual
- Resolution Capital Global Property Securities PIE FundResolution Capital · Listed PropertyNZ$25,000 min1.05% annual
- Schroder Sustainable Global Core PIE FundSchroders · International EquitiesNZ$25,000 min0.39% annual
- Schroder Sustainable Global Core PIE Fund (Hedged)Schroders · International EquitiesNZ$25,000 min0.39% annual
- Bentham Global Income PIE FundBentham · International FINZ$50,000 min0.83% annual
- Bentham Global Opportunities PIE FundBentham · International FINZ$50,000 min
- Brandywine Global Opportunistic Equity FundBrandywine · International EquitiesNZ$50,000 min0.93% annual
- Brandywine Global Opportunistic Fixed Income FundBrandywine · International FINZ$50,000 min0.77% annual
- First Sentier Global Listed Infrastructure FundFirst Sentier · OtherNZ$50,000 min1.03% annual
- Stewart Investors Worldwide Leaders FundStewart Investors · International EquitiesNZ$50,000 min0.61% annual
- Te Ahumairangi Global Equity FundTe Ahumairangi · International EquitiesNZ$50,000 min0.62% 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.