Fund manager
Smartshares
Smartshares Limited
NZ’s largest ETF issuer, owned by NZX. Tickers trade on NZX Main Board.
- Funds tracked
- 33
- Headquarters
- Wellington
- Parent
- NZX Limited
Peer managers
Other NZ managers in International Equities
Scheme governance
Audit, trustee, history
Australasian Equities
NZ and Trans-Tasman shares — active, index and ETF wrappers.
- Fee
- 0.54%
- 5y return
- 10.24%
- Risk
- 5/7
- Fee
- 0.54%
- 5y return
- 14.26%
- Risk
- 6/7
- Fee
- 0.75%
- 5y return
- 8.63%
- Risk
- 6/7
- Fee
- 0.54%
- 5y return
- 12.80%
- Risk
- 6/7
- Fee
- 0.60%
- 5y return
- 10.25%
- Risk
- 5/7
- Fee
- 0.54%
- 5y return
- 3.14%
- Risk
- 5/7
- Fee
- 0.60%
- 5y return
- 0.36%
- Risk
- 5/7
- Fee
- 0.60%
- 5y return
- 0.29%
- Risk
- 5/7
- Fee
- 0.50%
- 5y return
- 0.34%
- Risk
- 5/7
- Fee
- 0.30%
- 5y return
- 9.09%
- Risk
- 5/7
- Fee
- 0.20%
- 5y return
- 0.19%
- Risk
- 5/7
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
- Fee
- 0.55%
- 5y return
- 8.66%
- Risk
- 5/7
- Fee
- 0.75%
- 5y return
- 7.04%
- Risk
- 6/7
- Fee
- 0.59%
- 5y return
- 6.26%
- Risk
- 5/7
- Fee
- 0.59%
- 5y return
- 5.81%
- Risk
- 5/7
- Fee
- 0.55%
- 5y return
- 10.92%
- Risk
- 5/7
- Fee
- 0.55%
- 5y return
- 10.78%
- Risk
- 5/7
- Fee
- 0.54%
- 5y return
- 12.12%
- Risk
- 5/7
- Fee
- 0.75%
- 5y return
- 0.19%
- Risk
- 6/7
- Fee
- 0.55%
- 5y return
- 8.31%
- Risk
- 5/7
- Fee
- 0.40%
- 5y return
- 11.48%
- Risk
- 4/7
- Fee
- 0.34%
- 5y return
- 14.14%
- Risk
- 5/7
- Fee
- 0.34%
- 5y return
- 14.05%
- Risk
- 5/7
- Fee
- 0.51%
- 5y return
- 13.81%
- Risk
- 6/7
- Fee
- 0.51%
- 5y return
- 13.03%
- Risk
- 5/7
- Fee
- 0.51%
- 5y return
- 9.03%
- Risk
- 5/7
- Fee
- 0.51%
- 5y return
- 7.59%
- Risk
- 6/7
New Zealand Fixed Interest
NZ government and corporate bonds.
International Fixed Interest
Global aggregate, corporate and sovereign bonds.
Listed Property
NZ, Australian and global REITs.
Other
Infrastructure, Bitcoin and specialty income funds.
Questions about Smartshares
How many managed funds does Smartshares offer in New Zealand?▾
Smartshares runs 33 retail managed funds available to New Zealand investors, across 6 asset classes: Australasian Equities, International Equities, International Fixed Interest, Listed Property, New Zealand Fixed Interest, Other. Counts are taken from the FMA Disclose register.
What does Smartshares charge?▾
Annual fund charges across Smartshares's 33 funds with published data range from 0.20% to 0.75% 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 Smartshares a licensed fund manager in New Zealand?▾
Smartshares operates in New Zealand as Smartshares 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 Smartshares's funds PIEs?▾
33 of Smartshares's 33 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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