# SBS Wealth — fund range

> Mechanical record of every retail managed fund run by SBS Wealth that we cover. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Legal entity:** FundRock NZ Limited
- **Parent:** SBS Bank
- **Headquarters:** Invercargill
- **Website:** https://sbsbank.co.nz/sbs-wealth
- **Funds in our coverage:** 8
- **Asset classes covered:** 5 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, International FI)

## About this manager

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

## Funds (8)

### Diversified Funds (4)

- [SBS Wealth Balanced Strategy](https://managedfunds.nz/funds/sbs-wealth/balanced-strategy/) — balanced, PIE
- [SBS Wealth Conservative Strategy](https://managedfunds.nz/funds/sbs-wealth/conservative-strategy/) — conservative, PIE
- [SBS Wealth Growth Strategy](https://managedfunds.nz/funds/sbs-wealth/growth-strategy/) — growth, PIE
- [SBS Wealth High Growth Strategy](https://managedfunds.nz/funds/sbs-wealth/high-growth-strategy/) — aggressive, PIE

### Australasian Equities (1)

- [SBS Wealth Australasian Equity Portfolio](https://managedfunds.nz/funds/sbs-wealth/australasian-equity-portfolio/) — growth, PIE

### International Equities (1)

- [SBS Wealth World Equity Portfolio](https://managedfunds.nz/funds/sbs-wealth/world-equity-portfolio/) — growth, PIE

### New Zealand Fixed Interest (1)

- [SBS Wealth New Zealand Bond Portfolio](https://managedfunds.nz/funds/sbs-wealth/new-zealand-bond-portfolio/) — conservative, PIE

### International Fixed Interest (1)

- [SBS Wealth World Bond Portfolio](https://managedfunds.nz/funds/sbs-wealth/world-bond-portfolio/) — conservative, PIE

## Per-fund Markdown feeds

Every fund above has a machine-readable Markdown twin at `<canonical>/markdown.md` and a structured-data twin at `<canonical>/data.json`. Example:

- HTML: https://managedfunds.nz/funds/sbs-wealth/conservative-strategy/
- Markdown: https://managedfunds.nz/funds/sbs-wealth/conservative-strategy/markdown.md
- JSON: https://managedfunds.nz/funds/sbs-wealth/conservative-strategy/data.json

## Sources

- **FMA Disclose register** (primary; search for "SBS Wealth"): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SBS%20Wealth
- **Manager website:** https://sbsbank.co.nz/sbs-wealth
- **Manager profile (HTML):** https://managedfunds.nz/providers/sbs-wealth/

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

- **Canonical HTML:** https://managedfunds.nz/providers/sbs-wealth/
- **Markdown (this file):** https://managedfunds.nz/providers/sbs-wealth/markdown.md
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.