FMA-registered Managed Investment Scheme
Foundation Series Funds
Scheme number: SCH13175
- Funds tracked
- 10
- Brand manager
- Foundation Series
- Legal issuer
- Fundrock NZ Limited
FMA Disclose register · SCH13175 OFR12915 — Foundation Series Funds
Diversified Funds
Aggressive, growth, balanced and conservative one-stop funds.
International Equities
Global, US, Europe, Asia, emerging markets and thematic.
Foundation Series Global ESG Fund
PIE · capped at PIR (max 28%) Responsible / ethical
Foundation Series Hedged Total World Fund
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series Hedged US 500 Fund
PIE · capped at PIR (max 28%) NZD hedged
Foundation Series Nasdaq-100 Fund
PIE · capped at PIR (max 28%) Thematic
Foundation Series Total World Fund
PIE · capped at PIR (max 28%)
Foundation Series US 500 Fund
PIE · capped at PIR (max 28%)
Foundation Series US Dividend Equity 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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