Factual snapshot
Ellerston — review
Mechanical, source-cited snapshot of Ellerston's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 1
- Median annual fee
- —
- Median FMA risk
- —
- Tracked NZ retail AUM
- —
Standardised 1–7 scale
About Ellerston
Australian boutique with a global mid-small cap strategy distributed in NZ.
- Headquarters
- Sydney
Fee position vs peers
Per-asset-class median annual fund charge for Ellerston vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Ellerston funds | Ellerston median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International Equities | 1 | — | 0.61% (81) | 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.
Ellerston's funds
Questions about Ellerston
Is Ellerston a good fund manager?
Whether Ellerston 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: Ellerston runs 1 retail managed fund in our coverage. For personalised guidance, see a licensed financial adviser.
What does Ellerston charge?
Per-fund annual fund charges for Ellerston 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 Ellerston?
Fund-size data for Ellerston's 1 fund in our coverage is disclosed quarterly on each fund's Fund Update on the FMA Disclose register. We don't yet have on-file fund-size data for these funds.
Where is Ellerston based?
Ellerston is headquartered in Sydney.
What kind of funds does Ellerston run?
Ellerston's range of 1 fund in our coverage is weighted toward international equities (1 fund). See the full list at /providers/ellerston/.
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.