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Fund manager

Foundation Series

FundRock NZ Limited

Low-cost passive index funds issued by FundRock NZ, distributed through InvestNow.

Funds tracked
10
Parent
InvestNow / Apex Group
Foundation Series website Read the Foundation Series review →

Peer managers

Other NZ managers in International Equities

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

3 funds
Foundation Series Balanced Fund
Fee
0.36%
5y return
4.77%
Risk
4/7
PIE · capped at PIR (max 28%) balanced
Foundation Series Growth Fund
Fee
0.38%
5y return
6.31%
Risk
4/7
PIE · capped at PIR (max 28%) growth
Foundation Series High Growth Fund
Fee
0.37%
Risk
5/7
PIE · capped at PIR (max 28%) aggressive

International Equities

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

7 funds
Foundation Series Total World Fund
Fee
0.07%
Risk
5/7
PIE · capped at PIR (max 28%)
Foundation Series Hedged Total World Fund
Fee
0.07%
Risk
5/7
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series US 500 Fund
Fee
0.03%
Risk
5/7
PIE · capped at PIR (max 28%)
Foundation Series Hedged US 500 Fund
Fee
0.03%
Risk
6/7
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series Global ESG Fund
Fee
0.10%
Risk
5/7
PIE · capped at PIR (max 28%) Responsible / ethical
Foundation Series Nasdaq-100 Fund
Fee
0.15%
Risk
6/7
PIE · capped at PIR (max 28%) Thematic
Foundation Series US Dividend Equity Fund
Fee
0.06%
Risk
5/7
PIE · capped at PIR (max 28%)

Documents

Every PDS, SIPO, Quarterly Fund Update and supporting filing we've crawled directly from Foundation Series, hashed and timestamped. See methodology.

Live 24 files · 3 types · last verified 2026-05-08
Foundation Series Balanced Fund 3 files
Foundation Series Global ESG Fund 2 files
Foundation Series Growth Fund 3 files
Foundation Series Hedged Total World Fund 2 files
Foundation Series Hedged US 500 Fund 2 files
Foundation Series High Growth Fund 2 files
Foundation Series Nasdaq-100 Fund 2 files
Foundation Series Total World Fund 2 files
Foundation Series US 500 Fund 2 files
Foundation Series US Dividend Equity Fund 4 files

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