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ManagedFunds.nz

Question

What is the 7% rule in ETF?

Google's "People also ask" panel surfaces this question on the search results page for 30 of the 250 NZ retail managed funds in our coverage. The page below lists those funds and surfaces fund-specific answers drawn from each fund's filed PDS, Fund Update and FMA Disclose data.

These pages are not personal financial advice. Where a fund's answer is shown, it is generated mechanically from that fund's filed data — it does not constitute a recommendation. For guidance specific to your situation, consult an authorised financial adviser.

30 funds where Google surfaces this question

Ordered by annual fund charge from lowest. Funds without a published fee appear last.

Fund Manager Category Annual fund charge
Foundation Series US 500 Fund Foundation Series International Equities 0.03%
Smart S&P/NZX 50 ETF Smartshares Australasian Equities 0.20%
Kernel Australia 100 Fund Kernel Australasian Equities 0.25%
Smart Global Aggregate Bond ETF Smartshares International FI 0.30%
Smart Australian Top 200 ETF Smartshares Australasian Equities 0.30%
Smart US ESG ETF Smartshares International Equities 0.34%
Smart Total World ETF Smartshares International Equities 0.40%
Smart NZ Top 50 ETF Smartshares Australasian Equities 0.50%
Smart US Large Growth ETF Smartshares International Equities 0.51%
Smart US Mid Cap ETF Smartshares International Equities 0.51%
Smart US Small Cap ETF Smartshares International Equities 0.51%
Smart US Large Value ETF Smartshares International Equities 0.51%
Smart Australian Financials ETF Smartshares Australasian Equities 0.54%
Smart Australian Property ETF Smartshares Listed Property 0.54%
Smart Australian Resources ETF Smartshares Australasian Equities 0.54%
Smart Global ESG ETF Smartshares International Equities 0.54%
Smart NZ Property ETF Smartshares Listed Property 0.54%
Smart NZ Bond ETF Smartshares NZ Fixed Interest 0.54%
Smart Asia Pacific ETF Smartshares International Equities 0.55%
Smart Europe ETF Smartshares International Equities 0.55%
Smart Europe ESG ETF Smartshares International Equities 0.55%
Smart Japan ESG ETF Smartshares International Equities 0.55%
Smart Emerging Markets ETF Smartshares International Equities 0.59%
Smart Emerging Markets ESG ETF Smartshares International Equities 0.59%
Smart NZ Mid Cap ETF Smartshares Australasian Equities 0.60%
Smart Australian Top 20 ETF Smartshares Australasian Equities 0.60%
Smart NZ Top 10 ETF Smartshares Australasian Equities 0.60%
Smart Automation and Robotics ETF Smartshares International Equities 0.75%
Smart Healthcare Innovation ETF Smartshares International Equities 0.75%
Smart Australian Mid Cap ETF Smartshares Australasian Equities 0.75%

Other questions people ask about NZ managed funds

Source: top-15 questions from the People-also-ask panel across 250-fund Google SERP sweep run 2026-05-25. Methodology: /methodology.