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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
NZ Funds website Read the NZ Funds review →

Peer managers

Other NZ managers in Diversified

Scheme governance

Audit, trustee, history

Diversified Funds

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

4 funds
NZ Funds Income Generator
Fee
1.67%
5y return
0.90%
Risk
4/7
PIE · capped at PIR (max 28%) income
NZ Funds Wealth Builder - Growth Strategy
Fee
2.14%
5y return
0.96%
Risk
6/7
PIE · capped at PIR (max 28%) growth
NZ Funds Wealth Builder - Income Strategy
Fee
1.20%
5y return
0.79%
Risk
4/7
PIE · capped at PIR (max 28%) income
NZ Funds Wealth Builder - Inflation Strategy
Fee
1.58%
5y return
2.27%
Risk
5/7
PIE · capped at PIR (max 28%) balanced

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

1 fund
NZ Funds New Zealand and Australian Shares
Fee
2.52%
5y return
4.59%
Risk
5/7
PIE · capped at PIR (max 28%) growth

International Equities

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

2 funds
NZ Funds Global Shares
Fee
3.12%
5y return
1.37%
Risk
6/7
PIE · capped at PIR (max 28%) growth
NZ Funds Global Utilities
Fee
2.53%
Risk
5/7
PIE · capped at PIR (max 28%) Thematic balanced

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
NZ Funds New Zealand and Australian Bonds
Fee
1.44%
5y return
0.97%
Risk
4/7
PIE · capped at PIR (max 28%) conservative

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
NZ Funds Global Bonds
Fee
1.44%
5y return
0.17%
Risk
4/7
PIE · capped at PIR (max 28%) conservative

Listed Property

NZ, Australian and global REITs.

2 funds
NZ Funds Global Property
Fee
2.52%
Risk
5/7
PIE · capped at PIR (max 28%) balanced
NZ Funds New Zealand Property and Retirement Villages
Fee
2.52%
Risk
5/7
PIE · capped at PIR (max 28%) balanced

Other

Infrastructure, Bitcoin and specialty income funds.

1 fund
NZ Funds Global Infrastructure
Fee
2.53%
Risk
5/7
PIE · capped at PIR (max 28%) Thematic balanced

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