Minimum investment up to $50
NZ retail managed funds you can start with $50 or less. Typically ETFs available through brokerage platforms (Sharesies, Hatch) and a handful of low-friction PIE funds.
8 funds match. Source: each fund's current PDS lodged on the FMA Disclose register.
- Kernel Australia 100 FundKernel · Australasian EquitiesNZ$1 min0.25% annual
- Kernel Conservative FundKernel · DiversifiedNZ$1 min0.25% annual
- Kernel Global Infrastructure FundKernel · OtherNZ$1 min0.25% annual
- Kernel NZ Commercial Property FundKernel · Listed PropertyNZ$1 min0.25% annual
- Kernel S&P Global 100 (NZD Hedged) FundKernel · International EquitiesNZ$1 min0.25% annual
- Kernel S&P Global 100 FundKernel · International EquitiesNZ$1 min0.25% annual
- ACI Conservative FundACI · DiversifiedNZ$50 min1.50% annual
- ACI Growth FundACI · DiversifiedNZ$50 min1.61% 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.