# Foundation Series — fund range

> Mechanical record of every retail managed fund run by Foundation Series that we cover. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Legal entity:** FundRock NZ Limited
- **Parent:** InvestNow / Apex Group
- **Website:** https://www.investnow.co.nz/foundation-series-funds
- **Funds in our coverage:** 10
- **Asset classes covered:** 2 (Diversified, International Equities)

## About this manager

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

## Funds (10)

### Diversified Funds (3)

- [Foundation Series Balanced Fund](https://managedfunds.nz/funds/foundation-series/balanced/) — balanced, PIE
- [Foundation Series Growth Fund](https://managedfunds.nz/funds/foundation-series/growth/) — growth, PIE
- [Foundation Series High Growth Fund](https://managedfunds.nz/funds/foundation-series/high-growth/) — aggressive, PIE

### International Equities (7)

- [Foundation Series Global ESG Fund](https://managedfunds.nz/funds/foundation-series/global-esg/) — PIE, responsible investment
- [Foundation Series Hedged Total World Fund](https://managedfunds.nz/funds/foundation-series/hedged-total-world/) — PIE, NZD hedged
- [Foundation Series Hedged US 500 Fund](https://managedfunds.nz/funds/foundation-series/hedged-us-500/) — PIE, NZD hedged
- [Foundation Series Nasdaq-100 Fund](https://managedfunds.nz/funds/foundation-series/nasdaq-100/) — PIE
- [Foundation Series Total World Fund](https://managedfunds.nz/funds/foundation-series/total-world/) — PIE
- [Foundation Series US 500 Fund](https://managedfunds.nz/funds/foundation-series/us-500/) — PIE
- [Foundation Series US Dividend Equity Fund](https://managedfunds.nz/funds/foundation-series/us-dividend-equity/) — PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>/markdown.md` and a structured-data twin at `<canonical>/data.json`. Example:

- HTML: https://managedfunds.nz/funds/foundation-series/balanced/
- Markdown: https://managedfunds.nz/funds/foundation-series/balanced/markdown.md
- JSON: https://managedfunds.nz/funds/foundation-series/balanced/data.json

## Sources

- **FMA Disclose register** (primary; search for "Foundation Series"): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Foundation%20Series
- **Manager website:** https://www.investnow.co.nz/foundation-series-funds
- **Manager profile (HTML):** https://managedfunds.nz/providers/foundation-series/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/providers/foundation-series/
- **Markdown (this file):** https://managedfunds.nz/providers/foundation-series/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-31
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.