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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Salt Investment Funds

Scheme number: SCH10872

Funds tracked
3
Brand manager
Salt
Legal issuer
Salt Investment Funds Limited
FMA Disclose register · SCH10872 OFR10881 — Salt Investment Funds

Australasian Equities

NZ and Trans-Tasman shares — active, index and ETF wrappers.

2 funds
Salt Long Short Fund
PIE · capped at PIR (max 28%)
Salt NZ Dividend Appreciation Fund
PIE · capped at PIR (max 28%)

Listed Property

NZ, Australian and global REITs.

1 fund
Salt Enhanced Property Fund
PIE · capped at PIR (max 28%)

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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