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
Peer managers
Other NZ managers in International Equities
Scheme governance
Audit, trustee, history
- Auditor: KPMG · 10 funds
- Trustee / Supervisor: Public Trust · 10 funds
- PDS history for Foundation Series
Diversified Funds
Aggressive, growth, balanced and conservative one-stop funds.
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
Foundation Series Total World Fund
PIE · capped at PIR (max 28%)
Foundation Series Hedged Total World Fund
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series US 500 Fund
PIE · capped at PIR (max 28%)
Foundation Series Hedged US 500 Fund
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series Global ESG Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Foundation Series Nasdaq-100 Fund
PIE · capped at PIR (max 28%) Thematic
Foundation Series US Dividend Equity Fund
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 Growth Fund 3 files
Foundation Series US 500 Fund 2 files
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.
- Canonical (HTML)managedfunds.nz/providers/foundation-series/This page. Browsable.
- Markdown twinmanagedfunds.nz/providers/foundation-series/markdown.mdPlain text. AI-crawler-ready.