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ManagedFunds.nz

Directory

57 fund managers. Sized up.

Every NZ-registered fund manager whose retail funds are listed on this site, with a count of funds and a link to their full lineup.

A
ACI
2

New Zealand-based fund manager offering diversified portfolio funds.

Amova logo
Amova
5

Active New Zealand and global equity manager (formerly Nikko AM NZ).

AMP logo
AMP
4

Long-established Australasian wealth manager with a NZ retail managed-fund range.

Antipodes logo
Antipodes
1

Australian global-equities manager with a long-bias PIE fund offered to NZ investors.

ANZ Investments logo
ANZ Investments
14

Asset-management arm of ANZ NZ; runs the OneAnswer multi-fund range.

Artesian logo
Artesian
2

Australian credit specialist with NZD-denominated sustainable bond strategies offered as PIE funds.

A
Aurellan
2

NZ boutique offering global-equity exposure in hedged and unhedged PIE wrappers.

Bentham logo
Bentham
2

Australian global credit specialist offering global income and global opportunities PIE funds to NZ investors.

BetaShares logo
BetaShares
7

Australian ETF and indexed-fund specialist with sustainability-leader and quality-factor PIE funds for NZ investors.

Booster logo
Booster
9

NZ-owned manager with a diversified Wealth range, socially responsible series and shielded growth strategy.

Brandywine logo
Brandywine
via Franklin Templeton
2

Franklin Templeton-owned global fixed-income specialist; PIE wrapper available in NZ.

Castle Point logo
Castle Point
2

Wellington-based active manager with concentrated trans-Tasman and global multi-asset funds.

Clarity logo
Clarity
9

NZ-owned manager of the Clarity Funds Scheme — diversified, fixed-income, dividend-yield and Capital Group-partnered global strategies. Co-tenants the scheme with TAHITO.

Coolabah logo
Coolabah
4

Australian active-credit specialist with composite bond, floating-rate and long-short credit PIE funds for NZ investors.

Daintree logo
Daintree
2

Australian absolute-return credit specialist with Core Income and High Income PIE funds for NZ investors.

Devon logo
Devon
4

Active NZ and Australasian equities manager with dividend, alpha and trans-Tasman strategies.

Dexus logo
Dexus
1

Australian listed-property specialist; global REIT fund offered as a PIE in NZ.

Dimensional logo
Dimensional
via FundRock NZ (issuer)
6

Global systematic investment manager (US-headquartered) with a sustainability-screened fund range distributed in NZ as PIEs by FundRock NZ.

Elevation Capital logo
Elevation Capital
1

Concentrated value-style global equity manager.

Ellerston logo
Ellerston
1

Australian boutique with a global mid-small cap strategy distributed in NZ.

Evidential logo
Evidential
via Consilium
2

Christchurch-based Consilium product brand offering sustainability-screened, factor-tilted index funds.

First Sentier logo
First Sentier
1

Global investment specialist with a Global Listed Infrastructure PIE fund offered to NZ investors.

Fisher Funds logo
Fisher Funds
15

One of NZ’s largest active managers; growth-focused process across NZ, Aus, global and fixed income.

Foundation Series logo
Foundation Series
via InvestNow / Apex Group
10

Low-cost passive index funds issued by FundRock NZ, distributed through InvestNow.

Generate logo
Generate
1

Active manager best known for KiwiSaver; runs a focused growth managed-fund offering.

Harbour logo
Harbour
19

Active equity, fixed income and multi-asset manager with a sustainability-aware overlay.

H
Hunter
2

NZ-domiciled global fixed-interest specialist.

Hyperion logo
Hyperion
via FundRock NZ (issuer)
2

Australian active manager focused on high-quality global growth companies. NZ PIE wrapper issued by FundRock NZ.

India Avenue logo
India Avenue
1

India-focused active equities manager.

JPMorgan logo
JPMorgan
1

Global asset manager with a Global Bond PIE fund distributed in NZ.

Kernel logo
Kernel
27

NZ index-investing specialist with a broad retail range covering NZ, Australian, US and global equity, infrastructure, ESG, fixed interest and cash strategies.

Lifetime logo
Lifetime
5

NZ retirement-income specialist with a small range of conservative-through-growth diversified PIE funds.

L
Lighthouse
1

NZ boutique offering a global equity fund.

Mercer logo
Mercer
14

Global wealth and consulting firm with a passive-leaning multi-asset fund range in NZ.

Milford logo
Milford
10

New Zealand active manager with diversified, equity and fixed-income strategies.

Mint logo
Mint
5

Active manager offering Australasian equities, property, diversified and SRI strategies.

NZ Funds logo
NZ Funds
12

NZ-owned manager offering Wealth Builder strategies, Income Generator, and a series of Global and New Zealand sector portfolios.

Octagon logo
Octagon
via Forsyth Barr
3

NZ active manager (part of Forsyth Barr) running diversified and equity funds.

Pathfinder logo
Pathfinder
5

Ethical-investment specialist with global responsibility, water and trans-Tasman funds.

Pella logo
Pella
1

Australian global-equity manager with a Global Generations PIE fund for NZ investors.

Pie Funds logo
Pie Funds
2

Active manager focused on global growth equities including UK, Europe and small-cap strategies.

Plato logo
Plato
1

Australian quantitative manager offering a Global Alpha PIE fund to NZ investors.

QuayStreet logo
QuayStreet
via Craigs Investment Partners
2

NZ-based multi-asset and equity manager owned by Craigs Investment Partners.

Resolution Capital logo
Resolution Capital
2

Listed real-asset specialist with global property and global listed-infrastructure PIE funds for NZ investors.

Russell Investments logo
Russell Investments
8

Global multi-manager firm running diversified and sector index funds in NZ.

Salt logo
Salt
3

NZ active manager with long-short, dividend and listed-property strategies.

SBS Wealth logo
SBS Wealth
via SBS Bank
8

SBS Bank-branded retail managed-fund range issued by FundRock NZ; multi-asset strategies plus Australasian / world equity and bond portfolios.

Schroders logo
Schroders
2

Global asset manager with a Sustainable Global Core PIE fund (hedged and unhedged variants) for NZ investors.

Simplicity logo
Simplicity
11

Not-for-profit-aligned manager offering low-fee diversified and single-asset PIE funds; donates 15% of fees to charity.

Smartshares logo
Smartshares
via NZX Limited
33

NZ’s largest ETF issuer, owned by NZX. Tickers trade on NZX Main Board.

Squirrel logo
Squirrel
1

Peer-to-peer lender offering a monthly income fund built on its loan book.

Stewart Investors logo
Stewart Investors
via First Sentier Investors
1

Sustainable-investing specialist (First Sentier subsidiary) with a Worldwide Leaders PIE fund for NZ investors.

Summer logo
Summer
via Forsyth Barr
8

Forsyth Barr-owned retail investment brand with a Selection multi-asset range and single-asset-class index funds.

TAHITO logo
TAHITO
1

Māori-led indigenous-values investment manager with a trans-Tasman equity fund.

Te Ahumairangi logo
Te Ahumairangi
1

Wellington boutique running a global equity strategy.

Vanguard logo
Vanguard
2

Global passive-investment giant; international shares index funds available in NZ via PIE wrappers.

Vision logo
Vision
1

Christchurch-based manager offering a global-credit Income Fund as a PIE wrapper.