# NZ Funds Managed Portfolio Service Part Two

> FMA-registered Managed Investment Scheme containing 12 retail managed funds. Scheme name sourced from the FMA Disclose register via Sorted Smart Investor. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **FMA scheme number:** SCH10803
- **Brand manager:** NZ Funds (New Zealand Funds Management Limited)
- **Legal issuer:** New Zealand Funds Management Limited
- **Funds in our coverage:** 12
- **Asset classes covered:** 7 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, International FI, Listed Property, Other)
- **Offer document(s):** OFR10831 (NZ Funds Active Series); OFR12761 (NZ Funds Wealthbuilder); OFR12958 (NZ Funds Income Generator)
- **Last verified:** 2026-05-22

## About this scheme

A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013 that pools investor money for collective investment. NZ Funds Managed Portfolio Service Part Two is an MIS registered with the FMA as SCH10803. NZ Funds is the brand manager whose funds sit within the scheme. The scheme is issued by New Zealand Funds Management Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (12)

### Diversified Funds (4)

- [NZ Funds Income Generator](https://managedfunds.nz/funds/nz-funds/income-generator/) — income, PIE
- [NZ Funds Wealth Builder - Growth Strategy](https://managedfunds.nz/funds/nz-funds/wealth-builder-growth/) — growth, PIE
- [NZ Funds Wealth Builder - Income Strategy](https://managedfunds.nz/funds/nz-funds/wealth-builder-income/) — income, PIE
- [NZ Funds Wealth Builder - Inflation Strategy](https://managedfunds.nz/funds/nz-funds/wealth-builder-inflation/) — balanced, PIE

### Australasian Equities (1)

- [NZ Funds New Zealand and Australian Shares](https://managedfunds.nz/funds/nz-funds/new-zealand-shares/) — growth, PIE

### International Equities (2)

- [NZ Funds Global Shares](https://managedfunds.nz/funds/nz-funds/global-shares/) — growth, PIE
- [NZ Funds Global Utilities](https://managedfunds.nz/funds/nz-funds/global-utilities/) — balanced, PIE

### New Zealand Fixed Interest (1)

- [NZ Funds New Zealand and Australian Bonds](https://managedfunds.nz/funds/nz-funds/new-zealand-bonds/) — conservative, PIE

### International Fixed Interest (1)

- [NZ Funds Global Bonds](https://managedfunds.nz/funds/nz-funds/global-bonds/) — conservative, PIE

### Listed Property (2)

- [NZ Funds Global Property](https://managedfunds.nz/funds/nz-funds/global-property/) — balanced, PIE
- [NZ Funds New Zealand Property and Retirement Villages](https://managedfunds.nz/funds/nz-funds/new-zealand-property-retirement/) — balanced, PIE

### Other (1)

- [NZ Funds Global Infrastructure](https://managedfunds.nz/funds/nz-funds/global-infrastructure/) — balanced, 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/nz-funds/global-bonds/
- Markdown: https://managedfunds.nz/funds/nz-funds/global-bonds/markdown.md
- JSON: https://managedfunds.nz/funds/nz-funds/global-bonds/data.json

## Sources

- **FMA Disclose register** (search for SCH10803): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH10803
- **Brand manager website:** https://www.nzfunds.co.nz
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch10803/

## 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/schemes/sch10803/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch10803/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.