Minimum investment over $50,000
NZ retail managed funds with a minimum initial investment of $50,000 or more. The wholesale-edge of the retail universe — restricted to investors with substantial capital. Often institutional-grade strategies opened to high-net-worth retail clients.
7 funds match. Source: each fund's current PDS lodged on the FMA Disclose register.
- Hunter Private Credit FundHunter · International FINZ$100,000 min0.83% annual
- BetaShares Australia 200 FundBetaShares · Australasian EquitiesNZ$500,000 min0.23% annual
- BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged)BetaShares · International FINZ$500,000 min0.34% annual
- BetaShares Australian Sustainability Leaders FundBetaShares · Australasian EquitiesNZ$500,000 min0.67% annual
- BetaShares Global Quality Leaders FundBetaShares · International EquitiesNZ$500,000 min0.49% annual
- BetaShares Global Sustainability Leaders FundBetaShares · International EquitiesNZ$500,000 min0.77% annual
- BetaShares Global Sustainability Leaders Fund (NZD Hedged)BetaShares · International EquitiesNZ$500,000 min0.79% 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.