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Fund manager

SBS Wealth

FundRock NZ Limited

SBS Bank-branded retail managed-fund range issued by FundRock NZ; multi-asset strategies plus Australasian / world equity and bond portfolios.

Funds tracked
8
Headquarters
Invercargill
Parent
SBS Bank
SBS Wealth website Read the SBS Wealth 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
SBS Wealth Conservative Strategy
Fee
0.90%
Risk
3/7
PIE · capped at PIR (max 28%) conservative
SBS Wealth Balanced Strategy
Fee
1.03%
Risk
4/7
PIE · capped at PIR (max 28%) balanced
SBS Wealth Growth Strategy
Fee
1.17%
5y return
7.39%
Risk
5/7
PIE · capped at PIR (max 28%) growth
SBS Wealth High Growth Strategy
Fee
1.17%
5y return
7.39%
Risk
5/7
PIE · capped at PIR (max 28%) aggressive

Australasian Equities

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

1 fund
SBS Wealth Australasian Equity Portfolio
Fee
1.20%
5y return
1.12%
Risk
4/7
PIE · capped at PIR (max 28%) growth

International Equities

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

1 fund
SBS Wealth World Equity Portfolio
Fee
1.18%
5y return
9.21%
Risk
5/7
PIE · capped at PIR (max 28%) growth

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
SBS Wealth New Zealand Bond Portfolio
Fee
0.78%
5y return
1.15%
Risk
3/7
PIE · capped at PIR (max 28%) conservative

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
SBS Wealth World Bond Portfolio
Fee
0.77%
5y return
0.32%
Risk
3/7
PIE · capped at PIR (max 28%) conservative

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