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Fund manager

Evidential

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

Funds tracked
2
Headquarters
Christchurch
Parent
Consilium
Evidential websiteRead the Evidential review →

Peer managers

Other NZ managers in International Equities

Scheme governance

Audit, trustee, history

International Equities

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

1 fund
Evidential Sustainable Targeted Factor Fund
Fee
0.62%
Risk
5/7
PIE · capped at PIR (max 28%)Responsible / ethical

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Evidential Sustainable Global Bond Fund
Fee
0.32%
Risk
4/7
PIE · capped at PIR (max 28%)Responsible / ethical

Questions about Evidential

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

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

What does Evidential charge?▾

Annual fund charges across Evidential's 2 funds with published data range from 0.32% to 0.62% 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.

Are Evidential's funds PIEs?▾

2 of Evidential'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.

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