Factual snapshot
Evidential — review
Mechanical, source-cited snapshot of Evidential'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
- 0.47%
- Median FMA risk
- 4.5/7
- Tracked NZ retail AUM
- $1.37 billion
Universe median 0.84%
Standardised 1–7 scale
Sum of fund sizes (2/2 on file)
About Evidential
Christchurch-based Consilium product brand offering sustainability-screened, factor-tilted index funds.
- Headquarters
- Christchurch
- Parent
- Consilium
Fee position vs peers
Per-asset-class median annual fund charge for Evidential vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Evidential funds | Evidential median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International Equities | 1 | 0.62% | 0.60% (80) | priced in line with the peer median (0.60%) |
| International FI | 1 | 0.32% | 0.71% (30) | priced 39 bps below the peer median (0.71%) |
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 Evidential'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.
Evidential's funds
Track record vs each fund's own market index
Each fund's Quarterly Fund Update reports its after-fee return next to the market index the manager itself nominated. This table counts, per fund, the years the fund's return exceeded that index. Mechanical count of disclosed figures — past performance is not a reliable indicator of future returns.
| Fund | Years above index | Years measured | Since inception (fund) | Since inception (index) | Data to |
|---|---|---|---|---|---|
| Evidential Sustainable Global Bond Fund | 1 | 3 | 1.62% | -0.69% | 31 March 2026 |
Source: each fund's QFU / FMA consolidated fund-update data. "Data to" links the underlying document. Full cross-manager view: fund-vs-index consistency.
Questions about Evidential
Is Evidential a good fund manager?
Whether Evidential 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: Evidential runs 2 retail managed funds in our coverage, with a median annual fund charge of 0.47% across that range (vs the NZ universe median of 0.84%), and a median FMA risk indicator of 4.5 out of 7. For personalised guidance, see a licensed financial adviser.
What does Evidential charge?
Evidential's 2 funds in our coverage carry a median annual fund charge of 0.47% (range 0.32% – 0.62%). The annual fund charge is the headline ongoing cost disclosed on every Quarterly Fund Update on the FMA Disclose register. Cross-validate via the per-fund pages, which link to source documents.
How big is Evidential?
Across the 2 funds with on-file fund-size data, Evidential's tracked NZ retail AUM totals NZD 1.37 billion. 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. Evidential may manage materially larger assets in those categories.
Where is Evidential based?
Evidential is headquartered in Christchurch, part of Consilium. Evidential is the product brand of Consilium, a Christchurch-based investment-advisory and platform business.
What kind of funds does Evidential run?
Evidential's range of 2 funds in our coverage is weighted toward international equities (1 fund). The range also includes 1 international fi fund. See the full list at /providers/consilium/.
Other managers running international equities 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.