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Fund manager

Vision

Vision Fund Management Limited

Christchurch-based manager offering a global-credit Income Fund as a PIE wrapper.

Funds tracked
1
Headquarters
Christchurch
Read the Vision review →

Peer managers

Other NZ managers in International FI

Scheme governance

Audit, trustee, history

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
Vision Income Fund
Fee
2.51%
5y return
3.17%
Risk
1/7
PIE · capped at PIR (max 28%)income

Questions about Vision

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

Vision runs 1 retail managed fund available to New Zealand investors, across 1 asset class: International Fixed Interest. Counts are taken from the FMA Disclose register.

What does Vision charge?▾

Annual fund charges across Vision's 1 fund with published data range from 2.51% to 2.51% 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 Vision a licensed fund manager in New Zealand?▾

Vision operates in New Zealand as Vision Fund Management 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 Vision's funds PIEs?▾

1 of Vision's 1 fund is a Portfolio Investment Entity (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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