Skip to main content
ManagedFunds.nz

Funds

All fundsFund screenerFund managersBy asset classBy risk bandBy annual feePIE funds

Holdings

Search by company

Compare

Compare two fundsReturns leaderboardTrack record vs indexFee rankings by category

Learn

GuidesCalculatorsGlossaryWho manages each fundMethodology

Where to buy

Where to buy
Brandywine logo

Fund manager

Brandywine

Brandywine Global Investment Management

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

Funds tracked
2
Headquarters
Philadelphia
Parent
Franklin Templeton
Brandywine websiteRead the Brandywine review →

Peer managers

Other NZ managers in International FI

Scheme governance

Audit, trustee, history

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

1 fund
Brandywine Global Opportunistic Equity Fund
Fee
0.93%
Risk
5/7
PIE · capped at PIR (max 28%)growth

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Brandywine Global Opportunistic Fixed Income Fund
Fee
0.77%
5y return
0.24%
Risk
4/7
PIE · capped at PIR (max 28%)

Questions about Brandywine

How many managed funds does Brandywine offer in New Zealand?▾

Brandywine runs 2 retail managed funds available to New Zealand investors, across 2 asset classes: International Fixed Interest, International Equities. Counts are taken from the FMA Disclose register.

What does Brandywine charge?▾

Annual fund charges across Brandywine's 2 funds with published data range from 0.77% to 0.93% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Brandywine a licensed fund manager in New Zealand?▾

Brandywine operates in New Zealand as Brandywine Global Investment Management. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Brandywine's funds PIEs?▾

2 of Brandywine's 2 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

Explore this with AI

Open a fresh AI chat pre-loaded with this page — ask it to summarise, explain, or compare, and it can read ManagedFundsNZ's underlying data directly.

Key takeaways
ChatGPTClaudePerplexityGrok
Explain the fees
ChatGPTClaudePerplexityGrok
How it compares
ChatGPTClaudePerplexityGrok
Questions to ask
ChatGPTClaudePerplexityGrok
Connect the ManagedFundsNZ MCP server →Add ManagedFundsNZ to Google Preferred Sources

AI & integrations

Use this manager inside the tools you already use

Every manager on ManagedFundsNZ ships in three formats so AI assistants and data tools can consume it without scraping: a canonical HTML page, a plain Markdown twin, and a 1-call MCP server. Citation back to the canonical URL is required; full reuse policy at /llms-policy.txt.

MCP server →