Fund screener
Filter 304 NZ funds.
Narrow by asset class, annual fee, risk indicator, and structural features. Click any fund for the full profile, sourced from the FMA Disclose register via Sorted Smart Investor.
Asset class
304 of 304 funds match your filters
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Milford Active Growth Fund
Milford · Diversified
Fee
1.05%
Risk
4/7
5y p.a.
6.79%
Milford Aggressive Fund
Milford · Diversified
Fee
1.15%
Risk
5/7
5y p.a.
—
Milford Diversified Income Fund
Milford · Diversified
Fee
0.65%
Risk
3/7
5y p.a.
3.75%
Hunter Global Fixed Interest Fund
Hunter · International FI
Fee
0.53%
Risk
4/7
5y p.a.
0.05%
Simplicity Unhedged Global Share Fund
Simplicity · International Equities
Fee
0.15%
Risk
5/7
5y p.a.
—
Simplicity Hedged Global Share Fund
Simplicity · International Equities
Fee
0.15%
Risk
5/7
5y p.a.
—
Milford Balanced Fund
Milford · Diversified
Fee
1.05%
Risk
4/7
5y p.a.
4.74%
Milford Global Equity Fund
Milford · International Equities
Fee
1.35%
Risk
5/7
5y p.a.
6.29%
Milford Trans-Tasman Bond Fund
Milford · NZ Fixed Interest
Fee
0.65%
Risk
3/7
5y p.a.
1.66%
Simplicity NZ Share Fund
Simplicity · Australasian Equities
Fee
0.10%
Risk
5/7
5y p.a.
0.02%
Simplicity Growth Investment Fund
Simplicity · Diversified
Fee
0.25%
Risk
4/7
5y p.a.
6.00%
Simplicity Hedged Global Bond Fund
Simplicity · International FI
Fee
0.15%
Risk
4/7
5y p.a.
—
Smart US 500 ETF
Smartshares · International Equities
Fee
0.34%
Risk
5/7
5y p.a.
14.14%
Schroder Sustainable Global Core PIE Fund
Schroders · International Equities
Fee
0.39%
Risk
5/7
5y p.a.
—
Milford Conservative Fund
Milford · Diversified
Fee
0.85%
Risk
3/7
5y p.a.
2.50%
ANZ Investments OneAnswer Balanced Fund
ANZ Investments · Diversified
Fee
0.90%
Risk
4/7
5y p.a.
2.96%
Te Ahumairangi Global Equity Fund
Te Ahumairangi · International Equities
Fee
0.62%
Risk
4/7
5y p.a.
—
Booster Socially Responsible High Growth Fund
Booster · Diversified
Fee
1.35%
Risk
5/7
5y p.a.
6.76%
Milford Trans-Tasman Equity Fund
Milford · Australasian Equities
Fee
1.05%
Risk
4/7
5y p.a.
2.93%
Kernel S&P Global 100 Fund
Kernel · International Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Evidential Sustainable Targeted Factor Fund
Evidential · International Equities
Fee
0.62%
Risk
5/7
5y p.a.
—
Russell Investments Hedged Sustainable Global Shares Fund
Russell Investments · International Equities
Fee
0.33%
Risk
5/7
5y p.a.
—
Simplicity Balanced Investment Fund
Simplicity · Diversified
Fee
0.25%
Risk
4/7
5y p.a.
4.34%
Schroder Sustainable Global Core PIE Fund (Hedged)
Schroders · International Equities
Fee
0.39%
Risk
5/7
5y p.a.
—
Dimensional Global Sustainability PIE Fund (NZD Hedged)
Dimensional · International Equities
Fee
0.40%
Risk
5/7
5y p.a.
—
Harbour NZ Index Shares Fund
Harbour · Australasian Equities
Fee
0.21%
Risk
5/7
5y p.a.
0.12%
Simplicity NZ Bond Fund
Simplicity · NZ Fixed Interest
Fee
0.10%
Risk
4/7
5y p.a.
0.53%
Harbour NZ Corporate Bond Fund
Harbour · NZ Fixed Interest
Fee
0.47%
Risk
3/7
5y p.a.
1.57%
Evidential Sustainable Global Bond Fund
Evidential · International FI
Fee
0.32%
Risk
4/7
5y p.a.
—
Harbour T. Rowe Price Global Equity Fund
Harbour · International Equities
Fee
1.21%
Risk
5/7
5y p.a.
5.66%
Smart NZ Top 50 ETF
Smartshares · Australasian Equities
Fee
0.50%
Risk
5/7
5y p.a.
0.34%
Russell Investments Global Fixed Interest Fund
Russell Investments · International FI
Fee
0.58%
Risk
4/7
5y p.a.
0.34%
Amova Corporate Bond Fund
Amova · NZ Fixed Interest
Fee
0.70%
Risk
3/7
5y p.a.
1.63%
Kernel High Growth Fund
Kernel · Diversified
Fee
0.25%
Risk
5/7
5y p.a.
—
ANZ Investments OneAnswer Conservative Balanced Fund
ANZ Investments · Diversified
Fee
0.75%
Risk
4/7
5y p.a.
2.24%
Foundation Series Total World Fund
Foundation Series · International Equities
Fee
0.07%
Risk
5/7
5y p.a.
—
Kernel Global Infrastructure Fund
Kernel · Other
Fee
0.25%
Risk
5/7
5y p.a.
—
Simplicity High Growth Investment Fund
Simplicity · Diversified
Fee
0.25%
Risk
5/7
5y p.a.
—
Smart US Large Growth ETF
Smartshares · International Equities
Fee
0.51%
Risk
6/7
5y p.a.
13.81%
SBS Wealth Growth Strategy
SBS Wealth · Diversified
Fee
1.17%
Risk
5/7
5y p.a.
7.39%
SBS Wealth High Growth Strategy
SBS Wealth · Diversified
Fee
1.17%
Risk
5/7
5y p.a.
7.39%
Booster Socially Responsible Balanced Fund
Booster · Diversified
Fee
1.33%
Risk
4/7
5y p.a.
4.00%
Brandywine Global Opportunistic Equity Fund
Brandywine · International Equities
Fee
0.93%
Risk
5/7
5y p.a.
—
Brandywine Global Opportunistic Fixed Income Fund
Brandywine · International FI
Fee
0.77%
Risk
4/7
5y p.a.
0.24%
Milford Global Corporate Bond Fund
Milford · International FI
Fee
0.85%
Risk
3/7
5y p.a.
1.26%
Mercer Responsible Hedged Global Fixed Interest Index Fund
Mercer · International FI
Fee
0.43%
Risk
4/7
5y p.a.
0.48%
Harbour Sustainable Impact Fund
Harbour · Diversified
Fee
0.27%
Risk
5/7
5y p.a.
0.15%
Harbour Sustainable NZ Shares Fund
Harbour · Australasian Equities
Fee
0.27%
Risk
5/7
5y p.a.
0.15%
Russell Investments Sustainable Global Shares Fund
Russell Investments · International Equities
Fee
0.33%
Risk
4/7
5y p.a.
—
Russell Investments Global Shares Fund
Russell Investments · International Equities
Fee
0.93%
Risk
4/7
5y p.a.
11.07%
Daintree Core Income PIE
Daintree · International FI
Fee
0.73%
Risk
3/7
5y p.a.
—
Smart Australian Top 200 ETF
Smartshares · Australasian Equities
Fee
0.30%
Risk
5/7
5y p.a.
9.09%
QuayStreet Income Fund
QuayStreet · Diversified
Fee
0.77%
Risk
3/7
5y p.a.
2.90%
Fisher Funds Growth Fund
Fisher Funds · Diversified
Fee
1.46%
Risk
4/7
5y p.a.
3.05%
Smart Global ESG ETF
Smartshares · International Equities
Fee
0.54%
Risk
5/7
5y p.a.
12.12%
Russell Investments Hedged Global Shares Fund
Russell Investments · International Equities
Fee
0.92%
Risk
5/7
5y p.a.
6.93%
Harbour Income Fund
Harbour · Diversified
Fee
0.66%
Risk
3/7
5y p.a.
3.18%
Smart Australian Mid Cap ETF
Smartshares · Australasian Equities
Fee
0.75%
Risk
6/7
5y p.a.
8.63%
Harbour NZ Core Fixed Interest Fund
Harbour · NZ Fixed Interest
Fee
0.66%
Risk
3/7
5y p.a.
1.13%
Dimensional Five-Year Diversified Fixed Interest PIE Fund
Dimensional · International FI
Fee
0.28%
Risk
3/7
5y p.a.
—
Smart Total World ETF
Smartshares · International Equities
Fee
0.40%
Risk
4/7
5y p.a.
11.48%
Dimensional Two-Year Sustainability Fixed Interest PIE Fund
Dimensional · International FI
Fee
0.25%
Risk
2/7
5y p.a.
—
Amova Global Shares Hedged Fund
Amova · International Equities
Fee
1.20%
Risk
6/7
5y p.a.
2.37%
Foundation Series US 500 Fund
Foundation Series · International Equities
Fee
0.03%
Risk
5/7
5y p.a.
—
Smart Emerging Markets ETF
Smartshares · International Equities
Fee
0.59%
Risk
5/7
5y p.a.
5.81%
Kernel S&P Global 100 (NZD Hedged) Fund
Kernel · International Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Coolabah Long-Short Credit PIE Fund
Coolabah · International FI
Fee
1.76%
Risk
3/7
5y p.a.
—
Dimensional Global Sustainability PIE Fund
Dimensional · International Equities
Fee
0.40%
Risk
5/7
5y p.a.
—
Harbour T. Rowe Price Global Equity Fund (Hedged)
Harbour · International Equities
Fee
1.24%
Risk
5/7
5y p.a.
—
Pie Global Growth Fund 2
Pie Funds · International Equities
Fee
1.61%
Risk
5/7
5y p.a.
3.37%
Dimensional Global Bond Sustainability PIE Fund
Dimensional · International FI
Fee
0.32%
Risk
3/7
5y p.a.
—
Clarity Fixed Income Fund
Clarity · International FI
Fee
0.70%
Risk
3/7
5y p.a.
1.84%
Squirrel Monthly Income Fund
Squirrel · Other
Fee
2.14%
Risk
2/7
5y p.a.
—
Smart Australian Top 20 ETF
Smartshares · Australasian Equities
Fee
0.60%
Risk
5/7
5y p.a.
10.25%
Russell Investments NZ Shares Fund
Russell Investments · Australasian Equities
Fee
0.78%
Risk
5/7
5y p.a.
0.34%
Clarity Global Shares Fund
Clarity · International Equities
Fee
1.06%
Risk
5/7
5y p.a.
13.56%
Mint Australasian Equity Fund
Mint · Australasian Equities
Fee
1.18%
Risk
5/7
5y p.a.
0.30%
Smart S&P/NZX 50 ETF
Smartshares · Australasian Equities
Fee
0.20%
Risk
5/7
5y p.a.
0.19%
NZ Funds New Zealand and Australian Shares
NZ Funds · Australasian Equities
Fee
2.52%
Risk
5/7
5y p.a.
4.59%
Mercer Macquarie NZ Fixed Interest Fund
Mercer · NZ Fixed Interest
Fee
0.60%
Risk
3/7
5y p.a.
0.71%
Bentham Global Income PIE Fund
Bentham · International FI
Fee
0.83%
Risk
3/7
5y p.a.
—
Salt Long Short Fund
Salt · Australasian Equities
Fee
3.21%
Risk
4/7
5y p.a.
13.56%
Resolution Capital Global Property Securities PIE Fund
Resolution Capital · Listed Property
Fee
1.05%
Risk
6/7
5y p.a.
—
Hyperion Global Growth Companies PIE Fund
Hyperion · International Equities
Fee
4.38%
Risk
6/7
5y p.a.
—
NZ Funds Global Shares
NZ Funds · International Equities
Fee
3.12%
Risk
6/7
5y p.a.
1.37%
Milford Australian Absolute Growth Fund
Milford · Australasian Equities
Fee
1.05%
Risk
4/7
5y p.a.
5.63%
Simplicity Conservative Investment Fund
Simplicity · Diversified
Fee
0.25%
Risk
3/7
5y p.a.
1.78%
Russell Investments Global Listed Infrastructure Fund
Russell Investments · Other
Fee
1.08%
Risk
5/7
5y p.a.
—
Amova Global Shares Fund
Amova · International Equities
Fee
1.20%
Risk
5/7
5y p.a.
6.69%
Octagon New Zealand Equities Fund
Octagon · Australasian Equities
Fee
1.17%
Risk
4/7
5y p.a.
1.25%
Fisher Funds New Zealand Growth Fund
Fisher Funds · Australasian Equities
Fee
1.42%
Risk
5/7
5y p.a.
1.47%
Russell Investments NZ Fixed Interest Fund
Russell Investments · NZ Fixed Interest
Fee
0.49%
Risk
3/7
5y p.a.
0.85%
QuayStreet NZ Equity Fund
QuayStreet · Australasian Equities
Fee
1.27%
Risk
5/7
5y p.a.
7.14%
Clarity - Capital Group New Perspective Fund
Clarity · International Equities
Fee
1.21%
Risk
5/7
5y p.a.
7.29%
Devon Trans-Tasman Fund
Devon · Australasian Equities
Fee
1.36%
Risk
4/7
5y p.a.
6.08%
Fisher Funds Property & Infrastructure Fund
Fisher Funds · Listed Property
Fee
1.53%
Risk
4/7
5y p.a.
4.56%
Smart Europe ETF
Smartshares · International Equities
Fee
0.55%
Risk
5/7
5y p.a.
10.78%
Fisher Funds Global Fund
Fisher Funds · International Equities
Fee
1.64%
Risk
5/7
5y p.a.
5.51%
Vision Income Fund
Vision · International FI
Fee
2.51%
Risk
1/7
5y p.a.
3.17%
NZ Funds New Zealand and Australian Bonds
NZ Funds · NZ Fixed Interest
Fee
1.44%
Risk
4/7
5y p.a.
0.97%
Smart Global Bond ETF
Smartshares · International FI
Fee
0.54%
Risk
4/7
5y p.a.
0.08%
Devon Alpha Fund
Devon · Australasian Equities
Fee
1.30%
Risk
4/7
5y p.a.
4.66%
Kernel NZ Commercial Property Fund
Kernel · Listed Property
Fee
0.25%
Risk
5/7
5y p.a.
2.75%
Coolabah Short Term Income PIE Fund
Coolabah · International FI
Fee
0.67%
Risk
2/7
5y p.a.
—
NZ Funds Global Bonds
NZ Funds · International FI
Fee
1.44%
Risk
4/7
5y p.a.
0.17%
Antipodes Global Fund – Long (PIE)
Antipodes · International Equities
Fee
—
Risk
4/7
5y p.a.
12.55%
Smart NZ Mid Cap ETF
Smartshares · Australasian Equities
Fee
0.60%
Risk
5/7
5y p.a.
0.36%
Clarity Trans-Tasman Value Fund
Clarity · Australasian Equities
Fee
1.06%
Risk
4/7
5y p.a.
5.78%
Harbour Real Estate Investment Fund
Harbour · Listed Property
Fee
0.77%
Risk
5/7
5y p.a.
1.51%
First Sentier Global Listed Infrastructure Fund
First Sentier · Other
Fee
1.03%
Risk
5/7
5y p.a.
3.26%
Clarity Dividend Yield Fund
Clarity · International Equities
Fee
1.06%
Risk
4/7
5y p.a.
4.87%
Pie Growth UK & Europe Fund
Pie Funds · International Equities
Fee
1.85%
Risk
5/7
5y p.a.
0.98%
Clarity Enhanced Cash PIE
Clarity · Cash
Fee
0.26%
Risk
1/7
5y p.a.
—
Summer Balanced Selection
Summer · Diversified
Fee
1.02%
Risk
4/7
5y p.a.
3.36%
Booster Socially Responsible Growth Fund
Booster · Diversified
Fee
1.34%
Risk
4/7
5y p.a.
—
Octagon Australasian Equities Fund
Octagon · Australasian Equities
Fee
1.17%
Risk
5/7
5y p.a.
7.85%
BetaShares Global Sustainability Leaders Fund
BetaShares · International Equities
Fee
0.77%
Risk
5/7
5y p.a.
—
Generate Focused Growth Managed Fund
Generate · Diversified
Fee
1.35%
Risk
5/7
5y p.a.
6.34%
Dimensional Australian Sustainability PIE Fund
Dimensional · Australasian Equities
Fee
0.35%
Risk
5/7
5y p.a.
—
Fisher Funds Conservative Fund
Fisher Funds · Diversified
Fee
1.35%
Risk
3/7
5y p.a.
1.67%
Lifetime Retirement Income Fund
Lifetime · Diversified
Fee
1.36%
Risk
4/7
5y p.a.
—
Smart Australian Resources ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
6/7
5y p.a.
12.80%
JPMorgan Global Bond Fund
JPMorgan · International FI
Fee
0.47%
Risk
4/7
5y p.a.
—
Salt NZ Dividend Appreciation Fund
Salt · Australasian Equities
Fee
1.10%
Risk
4/7
5y p.a.
3.81%
Summer Growth Selection
Summer · Diversified
Fee
1.02%
Risk
4/7
5y p.a.
4.51%
Smart Asia Pacific ETF
Smartshares · International Equities
Fee
0.55%
Risk
5/7
5y p.a.
8.66%
ANZ Investments OneAnswer Conservative Fund
ANZ Investments · Diversified
Fee
0.63%
Risk
3/7
5y p.a.
1.62%
Smart NZ Top 10 ETF
Smartshares · Australasian Equities
Fee
0.60%
Risk
5/7
5y p.a.
0.29%
Harbour Australasian Equity Fund
Harbour · Australasian Equities
Fee
1.12%
Risk
5/7
5y p.a.
0.83%
Pathfinder Ethical Growth Fund
Pathfinder · Diversified
Fee
1.31%
Risk
4/7
5y p.a.
4.82%
Mercer All Country Global Shares Index Fund
Mercer · International Equities
Fee
0.43%
Risk
5/7
5y p.a.
9.81%
Smart NZ Dividend ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
5/7
5y p.a.
3.14%
ANZ Investments OneAnswer International Listed Infrastructure Fund
ANZ Investments · International Equities
Fee
0.84%
Risk
5/7
5y p.a.
—
Fisher Funds BondPlus Fund
Fisher Funds · International FI
Fee
1.26%
Risk
3/7
5y p.a.
0.53%
SBS Wealth World Equity Portfolio
SBS Wealth · International Equities
Fee
1.18%
Risk
5/7
5y p.a.
9.21%
Simplicity NZ Cash Fund
Simplicity · Cash
Fee
0.12%
Risk
2/7
5y p.a.
—
Coolabah Active Composite Bond PIE Fund
Coolabah · International FI
Fee
0.76%
Risk
4/7
5y p.a.
—
Foundation Series Hedged Total World Fund
Foundation Series · International Equities
Fee
0.07%
Risk
5/7
5y p.a.
—
Mercer Global Listed Infrastructure Fund
Mercer · Other
Fee
1.34%
Risk
5/7
5y p.a.
8.36%
ANZ Investments OneAnswer International Share Fund
ANZ Investments · International Equities
Fee
0.96%
Risk
5/7
5y p.a.
8.34%
Castle Point 5 Oceans Fund
Castle Point · Diversified
Fee
1.18%
Risk
3/7
5y p.a.
3.85%
Smart NZ Property ETF
Smartshares · Listed Property
Fee
0.54%
Risk
5/7
5y p.a.
3.03%
Fisher Funds New Zealand Fixed Income Trust
Fisher Funds · NZ Fixed Interest
Fee
0.97%
Risk
3/7
5y p.a.
0.68%
Fisher Funds Australian Growth Fund
Fisher Funds · Australasian Equities
Fee
0.87%
Risk
5/7
5y p.a.
1.31%
Fisher Funds International Growth Fund
Fisher Funds · International Equities
Fee
1.31%
Risk
6/7
5y p.a.
0.26%
Mint New Zealand SRI Equity Fund
Mint · Australasian Equities
Fee
0.97%
Risk
5/7
5y p.a.
0.15%
Simplicity Homes and Income Investment Fund
Simplicity · Diversified
Fee
0.25%
Risk
3/7
5y p.a.
—
ANZ Investments OneAnswer High Growth Fund
ANZ Investments · Diversified
Fee
0.95%
Risk
5/7
5y p.a.
—
Mercer Global Listed Real Estate Fund
Mercer · Listed Property
Fee
1.33%
Risk
6/7
5y p.a.
0.87%
Fisher Funds Trans Tasman Equity Trust
Fisher Funds · Australasian Equities
Fee
1.63%
Risk
5/7
5y p.a.
0.55%
Smart Automation and Robotics ETF
Smartshares · International Equities
Fee
0.75%
Risk
6/7
5y p.a.
7.04%
Smart Australian Financials ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
6/7
5y p.a.
14.26%
Pella Global Generations PIE Fund
Pella · International Equities
Fee
0.85%
Risk
5/7
5y p.a.
—
Pathfinder Global Responsibility Fund
Pathfinder · International Equities
Fee
1.30%
Risk
5/7
5y p.a.
4.97%
Pathfinder Global Water Fund
Pathfinder · International Equities
Fee
1.30%
Risk
5/7
5y p.a.
4.97%
Foundation Series Growth Fund
Foundation Series · Diversified
Fee
0.38%
Risk
4/7
5y p.a.
6.31%
NZ Funds Global Utilities
NZ Funds · International Equities
Fee
2.53%
Risk
5/7
5y p.a.
—
Mercer Core Global Shares Fund
Mercer · International Equities
Fee
1.24%
Risk
5/7
5y p.a.
13.93%
NZ Funds Global Infrastructure
NZ Funds · Other
Fee
2.53%
Risk
5/7
5y p.a.
—
Smart NZ Bond ETF
Smartshares · NZ Fixed Interest
Fee
0.54%
Risk
3/7
5y p.a.
1.43%
NZ Funds Wealth Builder - Growth Strategy
NZ Funds · Diversified
Fee
2.14%
Risk
6/7
5y p.a.
0.96%
Harbour Balanced Growth Fund
Harbour · Diversified
Fee
1.04%
Risk
4/7
5y p.a.
1.24%
Smart US Large Value ETF
Smartshares · International Equities
Fee
0.51%
Risk
5/7
5y p.a.
13.03%
Hyperion Australian Growth Companies PIE Fund
Hyperion · Australasian Equities
Fee
0.98%
Risk
6/7
5y p.a.
—
BetaShares Australia 200 Fund
BetaShares · Australasian Equities
Fee
0.23%
Risk
5/7
5y p.a.
—
Kernel Australia 100 Fund
Kernel · Australasian Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Smart Australian Dividend ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
5/7
5y p.a.
10.24%
NZ Funds Global Property
NZ Funds · Listed Property
Fee
2.52%
Risk
5/7
5y p.a.
—
Smart US Mid Cap ETF
Smartshares · International Equities
Fee
0.51%
Risk
5/7
5y p.a.
9.03%
ANZ Investments OneAnswer New Zealand Share Fund
ANZ Investments · Australasian Equities
Fee
1.05%
Risk
5/7
5y p.a.
0.34%
Mercer Macquarie NZ Short Duration Fund
Mercer · NZ Fixed Interest
Fee
0.68%
Risk
2/7
5y p.a.
1.87%
Mint Diversified Growth Fund
Mint · Diversified
Fee
1.21%
Risk
5/7
5y p.a.
2.43%
ANZ Investments OneAnswer Balanced Growth Fund
ANZ Investments · Diversified
Fee
0.95%
Risk
4/7
5y p.a.
3.69%
ANZ Investments OneAnswer Growth Fund
ANZ Investments · Diversified
Fee
0.95%
Risk
4/7
5y p.a.
3.69%
SBS Wealth World Bond Portfolio
SBS Wealth · International FI
Fee
0.77%
Risk
3/7
5y p.a.
0.32%
Foundation Series Balanced Fund
Foundation Series · Diversified
Fee
0.36%
Risk
4/7
5y p.a.
4.77%
Kernel Balanced Fund
Kernel · Diversified
Fee
0.25%
Risk
4/7
5y p.a.
—
AMP Balanced Managed Fund
AMP · Diversified
Fee
0.81%
Risk
4/7
5y p.a.
—
AMP Growth Managed Fund
AMP · Diversified
Fee
0.81%
Risk
4/7
5y p.a.
—
Smart US Small Cap ETF
Smartshares · International Equities
Fee
0.51%
Risk
6/7
5y p.a.
7.59%
NZ Funds New Zealand Property and Retirement Villages
NZ Funds · Listed Property
Fee
2.52%
Risk
5/7
5y p.a.
—
ANZ Investments OneAnswer Property Securities Fund
ANZ Investments · Listed Property
Fee
1.06%
Risk
5/7
5y p.a.
4.18%
Summer Global Equities
Summer · International Equities
Fee
1.02%
Risk
5/7
5y p.a.
6.87%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)
BetaShares · International Equities
Fee
0.79%
Risk
5/7
5y p.a.
—
Fisher Funds Income Fund
Fisher Funds · International FI
Fee
0.99%
Risk
3/7
5y p.a.
2.20%
Foundation Series Hedged US 500 Fund
Foundation Series · International Equities
Fee
0.03%
Risk
6/7
5y p.a.
—
Mint Diversified Income Fund
Mint · Diversified
Fee
1.01%
Risk
3/7
5y p.a.
1.35%
Mercer NZ Shares Passive Fund
Mercer · Australasian Equities
Fee
0.36%
Risk
5/7
5y p.a.
0.02%
Smart US ESG ETF
Smartshares · International Equities
Fee
0.34%
Risk
5/7
5y p.a.
14.05%
Octagon Balanced Fund
Octagon · Diversified
Fee
1.17%
Risk
4/7
5y p.a.
3.18%
Smart Global Aggregate Bond ETF
Smartshares · International FI
Fee
0.30%
Risk
3/7
5y p.a.
1.29%
Smart Bitcoin ETF
Smartshares · Other
Fee
0.55%
Risk
7/7
5y p.a.
—
Harbour Australasian Equity Income Fund
Harbour · Australasian Equities
Fee
1.10%
Risk
4/7
5y p.a.
2.81%
BetaShares NZ Sustainability Leaders Fund
BetaShares · Australasian Equities
Fee
0.59%
Risk
5/7
5y p.a.
—
Kernel S&P 500 (NZD Hedged) Fund
Kernel · International Equities
Fee
0.25%
Risk
6/7
5y p.a.
—
Mercer Responsible Trans-Tasman Shares Fund
Mercer · Australasian Equities
Fee
1.06%
Risk
5/7
5y p.a.
0.01%
Resolution Capital Global Listed Infrastructure PIE Fund
Resolution Capital · Other
Fee
1.05%
Risk
6/7
5y p.a.
—
SBS Wealth Australasian Equity Portfolio
SBS Wealth · Australasian Equities
Fee
1.20%
Risk
4/7
5y p.a.
1.12%
Mercer Global Shares Fund
Mercer · International Equities
Fee
1.25%
Risk
5/7
5y p.a.
10.36%
Mercer Responsible Balanced Fund
Mercer · Diversified
Fee
1.25%
Risk
4/7
5y p.a.
3.52%
Kernel S&P 500 (Unhedged) Fund
Kernel · International Equities
Fee
0.25%
Risk
6/7
5y p.a.
—
BetaShares Australian Investment Grade Corporate Bond Fund (NZD Hedged)
BetaShares · International FI
Fee
0.34%
Risk
4/7
5y p.a.
—
Aurellan Hedged Global Shares Fund
Aurellan · International Equities
Fee
1.12%
Risk
5/7
5y p.a.
—
TAHITO Te Tai o Rehua Fund
TAHITO · Australasian Equities
Fee
1.26%
Risk
5/7
5y p.a.
1.77%
Smart Emerging Markets ESG ETF
Smartshares · International Equities
Fee
0.59%
Risk
5/7
5y p.a.
6.26%
Foundation Series Nasdaq-100 Fund
Foundation Series · International Equities
Fee
0.15%
Risk
6/7
5y p.a.
—
Smart Europe ESG ETF
Smartshares · International Equities
Fee
0.55%
Risk
5/7
5y p.a.
10.92%
Elevation Capital Global Shares Fund
Elevation Capital · International Equities
Fee
1.80%
Risk
6/7
5y p.a.
3.40%
NZ Funds Wealth Builder - Inflation Strategy
NZ Funds · Diversified
Fee
1.58%
Risk
5/7
5y p.a.
2.27%
Smart Healthcare Innovation ETF
Smartshares · International Equities
Fee
0.75%
Risk
6/7
5y p.a.
0.19%
Coolabah Global Floating-Rate High Yield PIE Fund
Coolabah · International FI
Fee
1.00%
Risk
2/7
5y p.a.
—
Smart Australian Property ETF
Smartshares · Listed Property
Fee
0.54%
Risk
6/7
5y p.a.
3.03%
Amova Core Equity Fund
Amova · Australasian Equities
Fee
0.95%
Risk
5/7
5y p.a.
0.35%
Aurellan Global Shares Fund
Aurellan · International Equities
Fee
1.12%
Risk
5/7
5y p.a.
—
ANZ Investments OneAnswer Australian Share Fund
ANZ Investments · Australasian Equities
Fee
1.09%
Risk
5/7
5y p.a.
6.25%
Harbour Australasian Equity Focus Fund
Harbour · Australasian Equities
Fee
1.21%
Risk
5/7
5y p.a.
1.44%
Mercer Income Generator Fund
Mercer · Diversified
Fee
1.28%
Risk
4/7
5y p.a.
2.47%
NZ Funds Wealth Builder - Income Strategy
NZ Funds · Diversified
Fee
1.20%
Risk
4/7
5y p.a.
0.79%
Hunter Private Credit Fund
Hunter · International FI
Fee
0.83%
Risk
2/7
5y p.a.
—
BetaShares Global Quality Leaders Fund
BetaShares · International Equities
Fee
0.49%
Risk
5/7
5y p.a.
—
Salt Enhanced Property Fund
Salt · Listed Property
Fee
1.02%
Risk
5/7
5y p.a.
1.67%
Lighthouse Global Equity Fund
Lighthouse · International Equities
Fee
1.03%
Risk
7/7
5y p.a.
10.71%
Mercer Core Hedged Global Shares Fund
Mercer · International Equities
Fee
1.46%
Risk
5/7
5y p.a.
9.28%
Smart Japan ESG ETF
Smartshares · International Equities
Fee
0.55%
Risk
5/7
5y p.a.
8.31%
Summer Australian Equities
Summer · Australasian Equities
Fee
1.02%
Risk
5/7
5y p.a.
8.01%
SBS Wealth Balanced Strategy
SBS Wealth · Diversified
Fee
1.03%
Risk
4/7
5y p.a.
—
Mint Australasian Property Fund
Mint · Listed Property
Fee
1.07%
Risk
5/7
5y p.a.
2.51%
Pathfinder Global Property Fund
Pathfinder · Listed Property
Fee
1.00%
Risk
5/7
5y p.a.
0.80%
Devon Dividend Yield Fund
Devon · Australasian Equities
Fee
1.39%
Risk
4/7
5y p.a.
5.45%
NZ Funds Income Generator
NZ Funds · Diversified
Fee
1.67%
Risk
4/7
5y p.a.
0.90%
BetaShares Australian Sustainability Leaders Fund
BetaShares · Australasian Equities
Fee
0.67%
Risk
5/7
5y p.a.
—
Booster Shielded Growth Fund
Booster · Diversified
Fee
1.41%
Risk
4/7
5y p.a.
5.13%
Kernel Conservative Fund
Kernel · Diversified
Fee
0.25%
Risk
3/7
5y p.a.
—
Kernel Global ESG Fund
Kernel · International Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Kernel Cash Plus Fund
Kernel · Cash
Fee
0.25%
Risk
1/7
5y p.a.
—
Amova Concentrated Equity Fund
Amova · Australasian Equities
Fee
1.15%
Risk
5/7
5y p.a.
0.65%
Mercer Responsible Global Shares Fund
Mercer · International Equities
Fee
1.69%
Risk
5/7
5y p.a.
9.26%
Clarity New Zealand Equity Fund
Clarity · Australasian Equities
Fee
1.06%
Risk
4/7
5y p.a.
1.68%
Pathfinder Ethical Trans-Tasman Fund
Pathfinder · Australasian Equities
Fee
1.00%
Risk
4/7
5y p.a.
0.45%
Stewart Investors Worldwide Leaders Fund
Stewart Investors · International Equities
Fee
0.61%
Risk
5/7
5y p.a.
—
AMP Aggressive Managed Fund
AMP · Diversified
Fee
0.80%
Risk
4/7
5y p.a.
—
Castle Point Trans-Tasman Fund
Castle Point · Australasian Equities
Fee
1.08%
Risk
5/7
5y p.a.
0.91%
Booster Wealth Balanced Fund
Booster · Diversified
Fee
0.83%
Risk
4/7
5y p.a.
—
ANZ Investments OneAnswer New Zealand Fixed Interest Fund
ANZ Investments · NZ Fixed Interest
Fee
0.46%
Risk
3/7
5y p.a.
0.63%
AMP International Shares Managed Fund
AMP · International Equities
Fee
0.79%
Risk
5/7
5y p.a.
—
Foundation Series US Dividend Equity Fund
Foundation Series · International Equities
Fee
0.06%
Risk
5/7
5y p.a.
—
Summer Conservative Selection
Summer · Diversified
Fee
0.87%
Risk
3/7
5y p.a.
2.17%
Devon Australian Fund
Devon · Australasian Equities
Fee
1.30%
Risk
5/7
5y p.a.
7.47%
Foundation Series High Growth Fund
Foundation Series · Diversified
Fee
0.37%
Risk
5/7
5y p.a.
—
Lifetime Balanced Fund
Lifetime · Diversified
Fee
0.99%
Risk
4/7
5y p.a.
—
Kernel World ex-US Fund
Kernel · International Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Clarity Diversified Growth Fund
Clarity · Diversified
Fee
1.16%
Risk
4/7
5y p.a.
7.92%
SBS Wealth New Zealand Bond Portfolio
SBS Wealth · NZ Fixed Interest
Fee
0.78%
Risk
3/7
5y p.a.
1.15%
ACI Growth Fund
ACI · Diversified
Fee
1.61%
Risk
4/7
5y p.a.
—
Summer Listed Property
Summer · Listed Property
Fee
1.02%
Risk
5/7
5y p.a.
2.69%
Booster Wealth Growth Fund
Booster · Diversified
Fee
0.91%
Risk
4/7
5y p.a.
—
ANZ Investments OneAnswer International Property Fund
ANZ Investments · Listed Property
Fee
0.99%
Risk
6/7
5y p.a.
3.11%
Foundation Series Global ESG Fund
Foundation Series · International Equities
Fee
0.10%
Risk
5/7
5y p.a.
—
Kernel S&P Global Dividend Aristocrats Fund
Kernel · International Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Harbour Long Short Fund
Harbour · Australasian Equities
Fee
1.23%
Risk
4/7
5y p.a.
1.76%
Clarity Diversified Income Fund
Clarity · Diversified
Fee
0.96%
Risk
3/7
5y p.a.
2.89%
Summer New Zealand Cash
Summer · Cash
Fee
0.62%
Risk
1/7
5y p.a.
2.41%
Kernel Emerging Markets Fund
Kernel · International Equities
Fee
0.45%
Risk
5/7
5y p.a.
—
ACI Conservative Fund
ACI · Diversified
Fee
1.50%
Risk
4/7
5y p.a.
—
Booster Wealth High Growth Fund
Booster · Diversified
Fee
0.96%
Risk
5/7
5y p.a.
—
Lifetime Growth Fund
Lifetime · Diversified
Fee
0.99%
Risk
4/7
5y p.a.
—
Booster Wealth Moderate Fund
Booster · Diversified
Fee
0.74%
Risk
4/7
5y p.a.
—
Booster Wealth Geared Growth Fund
Booster · Diversified
Fee
1.35%
Risk
5/7
5y p.a.
—
ANZ Investments OneAnswer International Fixed Interest Fund
ANZ Investments · International FI
Fee
0.49%
Risk
4/7
5y p.a.
0.57%
Kernel NZ 20 Fund
Kernel · Australasian Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Kernel S&P Global Clean Energy Fund
Kernel · International Equities
Fee
0.45%
Risk
6/7
5y p.a.
—
Lifetime Conservative Fund
Lifetime · Diversified
Fee
0.99%
Risk
3/7
5y p.a.
—
SBS Wealth Conservative Strategy
SBS Wealth · Diversified
Fee
0.90%
Risk
3/7
5y p.a.
—
Kernel NZ 50 ESG Tilted Fund
Kernel · Australasian Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Summer Global Fixed Interest
Summer · International FI
Fee
0.87%
Risk
3/7
5y p.a.
0.20%
Kernel NZ Small & Mid Cap Opportunities Fund
Kernel · Australasian Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
Daintree High Income PIE
Daintree · International FI
Fee
0.90%
Risk
3/7
5y p.a.
—
Kernel NZ Bond Fund
Kernel · NZ Fixed Interest
Fee
0.40%
Risk
3/7
5y p.a.
—
Kernel US Bond Fund
Kernel · International FI
Fee
0.30%
Risk
4/7
5y p.a.
—
Lifetime Cash Fund
Lifetime · Cash
Fee
0.65%
Risk
2/7
5y p.a.
—
Artesian Green and Sustainable Bond Fund (NZD)
Artesian · International FI
Fee
—
Risk
3/7
5y p.a.
—
Artesian Short Duration Corporate Bond Fund (NZD)
Artesian · International FI
Fee
—
Risk
2/7
5y p.a.
—
Bentham Global Opportunities PIE Fund
Bentham · International FI
Fee
—
Risk
4/7
5y p.a.
—
Plato Global Alpha PIE Fund
Plato · International Equities
Fee
—
Risk
5/7
5y p.a.
—
Dexus Global REIT Fund
Dexus · Listed Property
Fee
—
Risk
—/7
5y p.a.
—
Ellerston Global Mid Small Cap Fund
Ellerston · International Equities
Fee
—
Risk
—/7
5y p.a.
—
Fisher Funds Aggressive Fund
Fisher Funds · Diversified
Fee
—
Risk
—/7
5y p.a.
—
Fisher Funds Balanced Fund
Fisher Funds · Diversified
Fee
—
Risk
—/7
5y p.a.
—
Fisher Funds Balanced Strategy 40/60 Fund
Fisher Funds · Diversified
Fee
—
Risk
—/7
5y p.a.
—
Fisher Funds Balanced Strategy 45/55 Fund
Fisher Funds · Diversified
Fee
—
Risk
—/7
5y p.a.
—
Harbour Balanced Fund
Harbour · Diversified
Fee
—
Risk
—/7
5y p.a.
—
Harbour Enhanced Cash Fund
Harbour · Cash
Fee
—
Risk
—/7
5y p.a.
—
Harbour Epoch Global Quality Select Equity (Hedged) Fund
Harbour · International Equities
Fee
—
Risk
—/7
5y p.a.
—
Harbour Epoch Global Quality Select Equity Fund
Harbour · International Equities
Fee
—
Risk
—/7
5y p.a.
—
Harbour Growth Fund
Harbour · Diversified
Fee
—
Risk
—/7
5y p.a.
—
India Avenue Equity Fund — H Class
India Avenue · International Equities
Fee
—
Risk
—/7
5y p.a.
—
Kernel Global ESG (NZD Hedged) Fund
Kernel · International Equities
Fee
—
Risk
—/7
5y p.a.
—
Kernel Global Infrastructure (NZD Hedged) Fund
Kernel · Other
Fee
—
Risk
—/7
5y p.a.
—
Kernel Global Property (NZD Hedged) Fund
Kernel · Listed Property
Fee
—
Risk
—/7
5y p.a.
—
Kernel March 2027 NZ Bond Fund
Kernel · NZ Fixed Interest
Fee
—
Risk
—/7
5y p.a.
—
Kernel March 2029 NZ Bond Fund
Kernel · NZ Fixed Interest
Fee
—
Risk
—/7
5y p.a.
—
Kernel World ex-US (NZD Hedged) Fund
Kernel · International Equities
Fee
—
Risk
—/7
5y p.a.
—
Vanguard International Shares Select Exclusions Index Fund
Vanguard · International Equities
Fee
—
Risk
—/7
5y p.a.
—
Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class
Vanguard · International Equities
Fee
—
Risk
—/7
5y p.a.
—