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SBS Wealth logo

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 websiteRead 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
1.13%
Risk
4/7
PIE · capped at PIR (max 28%)growth
SBS Wealth High Growth Strategy
Fee
1.22%
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

Questions about SBS Wealth

How many managed funds does SBS Wealth offer in New Zealand?▾

SBS Wealth runs 8 retail managed funds available to New Zealand investors, across 5 asset classes: Diversified Funds, Australasian Equities, International Equities, New Zealand Fixed Interest, International Fixed Interest. Counts are taken from the FMA Disclose register.

What does SBS Wealth charge?▾

Annual fund charges across SBS Wealth's 8 funds with published data range from 0.77% to 1.22% 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 SBS Wealth a licensed fund manager in New Zealand?▾

SBS Wealth operates in New Zealand as FundRock NZ 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 SBS Wealth's funds PIEs?▾

8 of SBS Wealth's 8 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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