FMA-registered Managed Investment Schemes

58 NZ managed-fund schemes.

Every NZ retail managed fund is part of a Managed Investment Scheme (MIS) registered under the Financial Markets Conduct Act 2013. These are the 58 schemes that contain the 287 funds we cover. Scheme names and FMA scheme numbers (SCH#####) are sourced from the FMA Disclose register via Sorted Smart Investor.

Scheme	Brand manager	Issuer	Funds
Smart Exchange Traded Funds SCH10752	Smartshares	Smartshares Limited	33
Harbour Investment Funds SCH10815	Harbour	Harbour Asset Management Limited	18
Scheme SCH13288 SCH13288	Kernel	Kernel Wealth Limited	15
Mercer Investment Funds SCH10307	Mercer	Mercer (n.z.) Limited	14
NZ Funds Managed Portfolio Service Part Two SCH10803	NZ Funds	New Zealand Funds Management Limited	12
Simplicity Investment Funds SCH11873	Simplicity	Simplicity NZ Limited	11
Clarity Funds Scheme SCH10600	Clarity	Clarity Funds Management Limited	10
Milford Investment Funds SCH10700	Milford	Milford Funds Limited	10
Foundation Series Funds SCH13175	Foundation Series	Fundrock NZ Limited	10
Russell Investment Funds SCH10586	Russell Investments	Fundrock NZ Limited	8
Summer KiwiSaver Scheme SCH10648	Summer	Forsyth Barr Investment Management Limited	8
Fisher Funds Managed Funds SCH10640	Fisher Funds	Fisher Funds Management Limited	7
Betashares Investment Funds Scheme SCH13531	BetaShares	Betashares Capital NZ Limited Betashares.com.au	7
ANZ Investments Single-Asset-Class Scheme (marketed As The OneAnswer Single-Asset-Class Funds) SCH11065	ANZ Investments	ANZ New Zealand Investments Limited	6
Sbs Wealth New Zealand Bond Portfolio SCH11160	SBS Wealth	Sbs Wealth Limited	6
Kernel Funds SCH12697	Kernel	Kernel Wealth Limited	6
Dimensional Investment Funds SCH13317	Dimensional	Fundrock NZ Limited	6
Amova NZ Investment Scheme SCH10488	Amova	Amova Asset Management New Zealand Limited	5
Pathfinder Managed Investment Scheme SCH10778	Pathfinder	Pathfinder Asset Management Limited	5
Mint Asset Management Funds SCH10787	Mint	Mint Asset Management Limited	5
Booster Investment Scheme SCH10844	Booster	Booster Investment Management Limited	5
ANZ Investments Multi-Asset-Class Scheme (marketed As The ANZ Investment Funds And OneAnswer Multi-Asset-Class Funds) SCH11064	ANZ Investments	ANZ New Zealand Investments Limited	5
Lifetime Retirement Funds SCH13081	Lifetime	Lifetime Asset Management Limited	5
Fisher Funds Investment Series SCH10642	Fisher Funds	Fisher Funds Management Limited	4
Devon Investment Funds Scheme SCH10753	Devon	Devon Funds Management Limited	4
Booster KiwiSaver Scheme SCH10841	Booster	Booster Investment Management Limited	4
Coolabah Investment Funds SCH13148	Coolabah	Fundrock NZ Limited	4
AMP Managed Funds SCH13265	AMP	AMP Wealth Management New Zealand Limited	4
Salt Investment Funds SCH10872	Salt	Salt Investment Funds Limited	3
OneAnswer KiwiSaver Scheme SCH11061	ANZ Investments	ANZ New Zealand Investments Limited	3
QuayStreet Funds SCH10414	QuayStreet	Smartshares Limited	2
PIE Funds Management Scheme SCH10581	Pie Funds	Pie Funds Management Limited	2
Octagon Investment Funds SCH10647	Octagon	Forsyth Barr Investment Management Limited	2
Castle Point Funds SCH10745	Castle Point	Pg Funds Limited	2
Scheme SCH11156 SCH11156	SBS Wealth	Sbs Wealth Limited	2
Hunter Investment Funds SCH11176	HHunter	Harbour Asset Management Limited	2
Franklin Templeton Investment Funds SCH12302	Brandywine	Fundrock NZ Limited	2
Hyperion Investment Funds SCH13281	Hyperion	Fundrock NZ Limited	2
Evidential Investment Funds SCH13327	Evidential	Consilium NZ Limited	2
ACI Funds SCH13499	AACI	Fundrock NZ Limited	2
Bentham Investment Funds SCH13506	Bentham	Fundrock NZ Limited	2
Schroder Investment Funds SCH13639	Schroders	Fundrock NZ Limited	2
Daintree Funds Scheme SCH13775	Daintree	Clarity Funds Management Limited	2
Resolution Capital Investment Funds SCH13905	Resolution Capital	Fundrock NZ Limited	2
Aurellan Investment Funds SCH14022	AAurellan	Fundrock NZ Limited	2
Artesian Funds Scheme SCH15026	Artesian	Devon Funds Management Limited	2
Elevation Capital Managed Investments Schemes SCH11207	Elevation Capital	The Curve Investments Limited	1
Antipodes Investment Funds SCH12434	Antipodes	Fundrock NZ Limited	1
Generate Unit Trust Scheme SCH12736	Generate	Generate Investment Management Limited	1
Vision Invest NZ Funds SCH12865	Vision	Fundrock NZ Limited	1
Lighthouse Investment Funds SCH13048	LLighthouse	Fundrock NZ Limited	1
First Sentier Investors (nz) Scheme SCH13089	First Sentier	Fundrock NZ Limited	1
Squirrel Investment Funds SCH13142	Squirrel	Fundrock NZ Limited	1
Te Ahumairangi Investment Funds SCH13146	Te Ahumairangi	Fundrock NZ Limited	1
Stewart Investors (nz) Managed Investment Scheme SCH13295	Stewart Investors	Fundrock NZ Limited	1
Jpmorgan Funds SCH13893	JPMorgan	Fundrock NZ Limited	1
Pella Investment Funds SCH13913	Pella	Fundrock NZ Limited	1
Plato Investment Funds SCH15035	Plato	Fundrock NZ Limited	1

How this index is built

Every retail managed fund on ManagedFundsNZ is mapped to its FMA-registered Managed Investment Scheme via the SCH##### identifier embedded in its Sorted Smart Investor URL.
Scheme names are extracted from Sorted's detail pages (the `SCH#####: {NAME} View on Disclose Register` label) and stored in `src/data/scheme-names.json` — sourced directly from the FMA Disclose register, no manual editing.
A "brand manager" is the asset-management firm whose brand sits on the fund; the "issuer" is the legal entity that holds the FMA licence for the scheme. They differ for FundRock-issued schemes (e.g. Foundation Series, Dimensional, Russell, Evidential).
Each scheme page links to every fund within it plus the FMA Disclose search URL for that scheme number.