Factual snapshot
Artesian — review
Mechanical, source-cited snapshot of Artesian's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 2
- Median annual fee
- —
- Median FMA risk
- 2.5/7
- Tracked NZ retail AUM
- $0
Standardised 1–7 scale
Sum of fund sizes (2/2 on file)
About Artesian
Australian credit specialist with NZD-denominated sustainable bond strategies offered as PIE funds.
- Legal name
- Artesian Capital Management
- Headquarters
- Sydney
Fee position vs peers
Per-asset-class median annual fund charge for Artesian vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Artesian funds | Artesian median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International FI | 2 | — | 0.70% (31) | not directly comparable on fee (insufficient data) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of Artesian's 2 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
Artesian's funds
Questions about Artesian
Is Artesian a good fund manager?
Whether Artesian suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: Artesian runs 2 retail managed funds in our coverage, and a median FMA risk indicator of 2.5 out of 7. For personalised guidance, see a licensed financial adviser.
What does Artesian charge?
Per-fund annual fund charges for Artesian are disclosed in each fund's Quarterly Fund Update on the FMA Disclose register. We don't yet have on-file fee data for the funds in our coverage — see the per-fund page for the source PDS link.
How big is Artesian?
Across the 2 funds with on-file fund-size data, Artesian's tracked NZ retail AUM totals NZD 0. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. Artesian may manage materially larger assets in those categories.
Where is Artesian based?
Artesian (legal name: Artesian Capital Management) is headquartered in Sydney.
What kind of funds does Artesian run?
Artesian's range of 2 funds in our coverage is weighted toward international fi (2 funds). See the full list at /providers/artesian/.
Other managers running international fi funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.