# Sbs Wealth New Zealand Bond Portfolio

> FMA-registered Managed Investment Scheme containing 6 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:** SCH11160
- **Brand manager:** SBS Wealth (FundRock NZ Limited), parent SBS Bank
- **Legal issuer:** Sbs Wealth Limited
- **Funds in our coverage:** 6
- **Asset classes covered:** 5 (Diversified, Australasian Equities, International Equities, NZ Fixed Interest, International FI)
- **Offer document(s):** OFR11164 (Sbs Wealth Investment Funds)
- **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. Sbs Wealth New Zealand Bond Portfolio is an MIS registered with the FMA as SCH11160. SBS Wealth is the brand manager whose funds sit within the scheme. The scheme is issued by Sbs Wealth Limited, which holds the FMA licence and is the legal entity on the offer documents.

## Funds in this scheme (6)

### Diversified Funds (2)

- [SBS Wealth Balanced Strategy](https://managedfunds.nz/funds/sbs-wealth/balanced-strategy/) — balanced, PIE
- [SBS Wealth Conservative Strategy](https://managedfunds.nz/funds/sbs-wealth/conservative-strategy/) — conservative, PIE

### Australasian Equities (1)

- [SBS Wealth Australasian Equity Portfolio](https://managedfunds.nz/funds/sbs-wealth/australasian-equity-portfolio/) — growth, PIE

### International Equities (1)

- [SBS Wealth World Equity Portfolio](https://managedfunds.nz/funds/sbs-wealth/world-equity-portfolio/) — growth, PIE

### New Zealand Fixed Interest (1)

- [SBS Wealth New Zealand Bond Portfolio](https://managedfunds.nz/funds/sbs-wealth/new-zealand-bond-portfolio/) — conservative, PIE

### International Fixed Interest (1)

- [SBS Wealth World Bond Portfolio](https://managedfunds.nz/funds/sbs-wealth/world-bond-portfolio/) — conservative, 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/sbs-wealth/australasian-equity-portfolio/
- Markdown: https://managedfunds.nz/funds/sbs-wealth/australasian-equity-portfolio/markdown.md
- JSON: https://managedfunds.nz/funds/sbs-wealth/australasian-equity-portfolio/data.json

## Sources

- **FMA Disclose register** (search for SCH11160): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=SCH11160
- **Brand manager website:** https://sbsbank.co.nz/sbs-wealth
- **Scheme profile (HTML):** https://managedfunds.nz/schemes/sch11160/

## 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/sch11160/
- **Markdown (this file):** https://managedfunds.nz/schemes/sch11160/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

---

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.