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Pella

Pella Funds Management

Australian global-equity manager with a Global Generations PIE fund for NZ investors.

Funds tracked
1
Headquarters
Sydney
Pella websiteRead the Pella review →

Peer managers

Other NZ managers in International Equities

Scheme governance

Audit, trustee, history

International Equities

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

1 fund
Pella Global Generations PIE Fund
Fee
0.85%
Risk
5/7
PIE · capped at PIR (max 28%)growth

Questions about Pella

How many managed funds does Pella offer in New Zealand?▾

Pella runs 1 retail managed fund available to New Zealand investors, across 1 asset class: International Equities. Counts are taken from the FMA Disclose register.

What does Pella charge?▾

Annual fund charges across Pella's 1 fund with published data range from 0.85% to 0.85% 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 Pella a licensed fund manager in New Zealand?▾

Pella operates in New Zealand as Pella Funds Management. 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 Pella's funds PIEs?▾

1 of Pella's 1 fund is a Portfolio Investment Entity (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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