Skip to main content
ManagedFunds.nz

Funds

All fundsFund screenerFund managersBy asset classBy risk bandBy annual feePIE funds

Holdings

Search by company

Compare

Compare two fundsReturns leaderboardTrack record vs indexFee rankings by category

Learn

GuidesCalculatorsGlossaryWho manages each fundMethodology

Where to buy

Where to buy
Salt logo

Fund manager

Salt

Salt Investment Funds Limited

NZ active manager with long-short, dividend and listed-property strategies.

Funds tracked
3
Headquarters
Auckland
Salt websiteRead the Salt review →

Peer managers

Other NZ managers in Australasian Equities

Scheme governance

Audit, trustee, history

Australasian Equities

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

2 funds
Salt Long Short Fund
Fee
3.21%
5y return
13.56%
Risk
4/7
PIE · capped at PIR (max 28%)
Salt NZ Dividend Appreciation Fund
Fee
1.10%
5y return
3.81%
Risk
4/7
PIE · capped at PIR (max 28%)

Listed Property

NZ, Australian and global REITs.

1 fund
Salt Enhanced Property Fund
Fee
1.02%
5y return
1.67%
Risk
5/7
PIE · capped at PIR (max 28%)

Questions about Salt

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

Salt runs 3 retail managed funds available to New Zealand investors, across 2 asset classes: Australasian Equities, Listed Property. Counts are taken from the FMA Disclose register.

What does Salt charge?▾

Annual fund charges across Salt's 3 funds with published data range from 1.02% to 3.21% 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 Salt a licensed fund manager in New Zealand?▾

Salt operates in New Zealand as Salt Investment Funds 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 Salt's funds PIEs?▾

3 of Salt's 3 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.

Explore this with AI

Open a fresh AI chat pre-loaded with this page — ask it to summarise, explain, or compare, and it can read ManagedFundsNZ's underlying data directly.

Key takeaways
ChatGPTClaudePerplexityGrok
Explain the fees
ChatGPTClaudePerplexityGrok
How it compares
ChatGPTClaudePerplexityGrok
Questions to ask
ChatGPTClaudePerplexityGrok
Connect the ManagedFundsNZ MCP server →Add ManagedFundsNZ to Google Preferred Sources

AI & integrations

Use this manager inside the tools you already use

Every manager on ManagedFundsNZ ships in three formats so AI assistants and data tools can consume it without scraping: a canonical HTML page, a plain Markdown twin, and a 1-call MCP server. Citation back to the canonical URL is required; full reuse policy at /llms-policy.txt.

MCP server →