Fund manager
NZ Funds
New Zealand Funds Management Limited
NZ-owned manager offering Wealth Builder strategies, Income Generator, and a series of Global and New Zealand sector portfolios.
- Funds tracked
- 12
- Headquarters
- Auckland
Peer managers
Other NZ managers in Diversified
Scheme governance
Audit, trustee, history
Diversified Funds
Aggressive, growth, balanced and conservative one-stop funds.
- Fee
- 1.67%
- 5y return
- 0.90%
- Risk
- 4/7
- Fee
- 2.14%
- 5y return
- 0.96%
- Risk
- 6/7
- Fee
- 1.20%
- 5y return
- 0.79%
- Risk
- 4/7
- Fee
- 1.58%
- 5y return
- 2.27%
- Risk
- 5/7
Australasian Equities
NZ and Trans-Tasman shares — active, index and ETF wrappers.
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
New Zealand Fixed Interest
NZ government and corporate bonds.
International Fixed Interest
Global aggregate, corporate and sovereign bonds.
Listed Property
NZ, Australian and global REITs.
Other
Infrastructure, Bitcoin and specialty income funds.
Questions about NZ Funds
How many managed funds does NZ Funds offer in New Zealand?▾
NZ Funds runs 12 retail managed funds available to New Zealand investors, across 7 asset classes: Diversified Funds, International Equities, International Fixed Interest, Listed Property, Other, Australasian Equities, New Zealand Fixed Interest. Counts are taken from the FMA Disclose register.
What does NZ Funds charge?▾
Annual fund charges across NZ Funds's 12 funds with published data range from 1.20% to 3.12% 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 NZ Funds a licensed fund manager in New Zealand?▾
NZ Funds operates in New Zealand as New Zealand Funds Management 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 NZ Funds's funds PIEs?▾
12 of NZ Funds's 12 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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