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ManagedFunds.nz

FMA-registered Managed Investment Scheme

Betashares Investment Funds Scheme

Scheme number: SCH13531

Funds tracked
7
Brand manager
BetaShares
Legal issuer
Betashares Capital NZ Limited Betashares.com.au
FMA Disclose register · SCH13531 OFR13532 — Betashares Investment Funds Scheme

Australasian Equities

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

3 funds
BetaShares Australian Sustainability Leaders Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
BetaShares Australia 200 Fund
PIE · capped at PIR (max 28%) growth
BetaShares NZ Sustainability Leaders Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth

International Equities

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

3 funds
BetaShares Global Quality Leaders Fund
PIE · capped at PIR (max 28%) growth
BetaShares Global Sustainability Leaders Fund
PIE · capped at PIR (max 28%) Responsible / ethical growth
BetaShares Global Sustainability Leaders Fund (NZD Hedged)
PIE · capped at PIR (max 28%) NZD hedged Responsible / ethical growth

International Fixed Interest

Global aggregate, corporate and sovereign bonds.

1 fund
BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged)
PIE · capped at PIR (max 28%) NZD hedged 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.

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