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.
- Fee
- 0.07%
- Risk
- 5/7
- Fee
- 0.07%
- Risk
- 5/7
- Fee
- 0.03%
- Risk
- 5/7
- Fee
- 0.03%
- Risk
- 6/7
- Fee
- 0.10%
- Risk
- 5/7
- Fee
- 0.15%
- Risk
- 6/7
- Fee
- 0.06%
- Risk
- 5/7
Documents
Every PDS, SIPO, Quarterly Fund Update and supporting filing we've crawled directly from Foundation Series, hashed and timestamped.See methodology.
Questions about Foundation Series
How many managed funds does Foundation Series offer in New Zealand?▾
Foundation Series runs 10 retail managed funds available to New Zealand investors, across 2 asset classes: Diversified Funds, International Equities. Counts are taken from the FMA Disclose register.
What does Foundation Series charge?▾
Annual fund charges across Foundation Series's 10 funds with published data range from 0.03% to 0.38% 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.
Is Foundation Series a licensed fund manager in New Zealand?▾
Foundation Series operates in New Zealand as FundRock NZ Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.
Are Foundation Series's funds PIEs?▾
10 of Foundation Series's 10 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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