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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Scheme SCH11156

Scheme number: SCH11156

Funds tracked
2
Brand manager
SBS Wealth
Legal issuer
Sbs Wealth Limited
FMA Disclose register · SCH11156 OFR11155

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

2 funds
SBS Wealth Growth Strategy
PIE · capped at PIR (max 28%) growth
SBS Wealth High Growth Strategy
PIE · capped at PIR (max 28%) aggressive

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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