Skip to main content
ManagedFunds.nz

FMA-registered Managed Investment Scheme

Sbs Wealth New Zealand Bond Portfolio

Scheme number: SCH11160

Funds tracked
6
Brand manager
SBS Wealth
Legal issuer
Sbs Wealth Limited
FMA Disclose register · SCH11160 OFR11164 — Sbs Wealth Investment Funds

Diversified Funds

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

2 funds
SBS Wealth Balanced Strategy
PIE · capped at PIR (max 28%) balanced
SBS Wealth Conservative Strategy
PIE · capped at PIR (max 28%) conservative

Australasian Equities

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

1 fund
SBS Wealth Australasian Equity Portfolio
PIE · capped at PIR (max 28%) growth

International Equities

Global, US, Europe, Asia, emerging markets and thematic.

1 fund
SBS Wealth World Equity Portfolio
PIE · capped at PIR (max 28%) growth

New Zealand Fixed Interest

NZ government and corporate bonds.

1 fund
SBS Wealth New Zealand Bond Portfolio
PIE · capped at PIR (max 28%) conservative

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
SBS Wealth World Bond Portfolio
PIE · capped at PIR (max 28%) conservative

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.

AI & integrations

Use this scheme inside the tools you already use

Every scheme on ManagedFundsNZ ships in three formats so AI assistants and data tools can consume it without scraping: a canonical HTML page, a plain Markdown twin, and a 1-call MCP server. Citation back to the canonical URL is required; full reuse policy at /llms-policy.txt.

MCP server →