Fund screener
Filter 156 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
156 of 156 funds match your filters
Sort:
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%
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%
Smart US 500 ETF
Smartshares · International Equities
Fee
0.34%
Risk
5/7
5y p.a.
17.84%
Milford Conservative Fund
Milford · Diversified
Fee
0.85%
Risk
3/7
5y p.a.
2.50%
Te Ahumairangi Global Equity Fund
Te Ahumairangi · International Equities
Fee
0.62%
Risk
4/7
5y p.a.
—
Milford Trans-Tasman Equity Fund
Milford · Australasian Equities
Fee
1.05%
Risk
4/7
5y p.a.
2.93%
Russell Investments Hedged Sustainable Global Shares Fund
Russell Investments · International Equities
Fee
0.33%
Risk
5/7
5y p.a.
—
Harbour NZ Index Shares Fund
Harbour · Australasian Equities
Fee
0.21%
Risk
5/7
5y p.a.
0.81%
Harbour T. Rowe Price Global Equity Fund
Harbour · International Equities
Fee
1.21%
Risk
5/7
5y p.a.
8.16%
Smart NZ Top 50 ETF
Smartshares · Australasian Equities
Fee
0.50%
Risk
5/7
5y p.a.
0.53%
Harbour NZ Corporate Bond Fund
Harbour · NZ Fixed Interest
Fee
0.47%
Risk
3/7
5y p.a.
1.38%
Smart US Large Growth ETF
Smartshares · International Equities
Fee
0.51%
Risk
6/7
5y p.a.
17.88%
Russell Investments Global Fixed Interest Fund
Russell Investments · International FI
Fee
0.58%
Risk
4/7
5y p.a.
0.56%
Amova Corporate Bond Fund
Amova · NZ Fixed Interest
Fee
0.70%
Risk
3/7
5y p.a.
1.63%
Foundation Series Total World Fund
Foundation Series · International Equities
Fee
0.07%
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%
Harbour Sustainable NZ Shares Fund
Harbour · Australasian Equities
Fee
0.27%
Risk
5/7
5y p.a.
—
Russell Investments Sustainable Global Shares Fund
Russell Investments · International Equities
Fee
0.33%
Risk
5/7
5y p.a.
—
Mercer Responsible Hedged Global Fixed Interest Index Fund
Mercer · International FI
Fee
0.43%
Risk
4/7
5y p.a.
0.48%
Russell Investments Global Shares Fund
Russell Investments · International Equities
Fee
0.93%
Risk
4/7
5y p.a.
13.76%
Fisher Funds Growth Fund
Fisher Funds · Diversified
Fee
1.46%
Risk
4/7
5y p.a.
4.95%
QuayStreet Income Fund
QuayStreet · Diversified
Fee
0.77%
Risk
3/7
5y p.a.
2.90%
Smart Global ESG ETF
Smartshares · International Equities
Fee
0.54%
Risk
5/7
5y p.a.
15.37%
Harbour Income Fund
Harbour · Diversified
Fee
0.66%
Risk
3/7
5y p.a.
3.76%
Smart Australian Mid Cap ETF
Smartshares · Australasian Equities
Fee
0.75%
Risk
5/7
5y p.a.
10.44%
Russell Investments Hedged Global Shares Fund
Russell Investments · International Equities
Fee
0.92%
Risk
5/7
5y p.a.
9.35%
Harbour NZ Core Fixed Interest Fund
Harbour · NZ Fixed Interest
Fee
0.66%
Risk
3/7
5y p.a.
0.82%
Smart Australian Top 200 ETF
Smartshares · Australasian Equities
Fee
0.30%
Risk
5/7
5y p.a.
9.93%
Smart Total World ETF
Smartshares · International Equities
Fee
0.40%
Risk
5/7
5y p.a.
14.21%
Harbour T. Rowe Price Global Equity Fund (Hedged)
Harbour · International Equities
Fee
1.24%
Risk
5/7
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.
7.38%
Mint Australasian Equity Fund
Mint · Australasian Equities
Fee
1.19%
Risk
5/7
5y p.a.
0.24%
Pie Global Growth Fund 2
Pie Funds · International Equities
Fee
1.61%
Risk
5/7
5y p.a.
3.37%
Russell Investments NZ Shares Fund
Russell Investments · Australasian Equities
Fee
0.78%
Risk
5/7
5y p.a.
0.25%
Smart S&P/NZX 50 ETF
Smartshares · Australasian Equities
Fee
0.20%
Risk
5/7
5y p.a.
0.33%
Smart Australian Top 20 ETF
Smartshares · Australasian Equities
Fee
0.60%
Risk
5/7
5y p.a.
10.37%
Fisher Funds New Zealand Growth Fund
Fisher Funds · Australasian Equities
Fee
1.42%
Risk
5/7
5y p.a.
0.12%
Mercer Macquarie NZ Fixed Interest Fund
Mercer · NZ Fixed Interest
Fee
0.60%
Risk
3/7
5y p.a.
0.71%
Squirrel Monthly Income Fund
Squirrel · Other
Fee
2.14%
Risk
2/7
5y p.a.
—
Milford Australian Absolute Growth Fund
Milford · Australasian Equities
Fee
1.05%
Risk
4/7
5y p.a.
5.63%
Salt Long Short Fund
Salt · Australasian Equities
Fee
3.21%
Risk
4/7
5y p.a.
15.88%
Fisher Funds Global Fund
Fisher Funds · International Equities
Fee
1.64%
Risk
5/7
5y p.a.
8.54%
Fisher Funds Property & Infrastructure Fund
Fisher Funds · Listed Property
Fee
1.53%
Risk
4/7
5y p.a.
5.08%
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
5/7
5y p.a.
1.76%
Russell Investments NZ Fixed Interest Fund
Russell Investments · NZ Fixed Interest
Fee
0.49%
Risk
3/7
5y p.a.
0.54%
Devon Alpha Fund
Devon · Australasian Equities
Fee
1.31%
Risk
4/7
5y p.a.
7.22%
QuayStreet NZ Equity Fund
QuayStreet · Australasian Equities
Fee
1.27%
Risk
5/7
5y p.a.
7.14%
Russell Investments Global Listed Infrastructure Fund
Russell Investments · Other
Fee
1.08%
Risk
5/7
5y p.a.
—
Harbour Real Estate Investment Fund
Harbour · Listed Property
Fee
0.77%
Risk
5/7
5y p.a.
0.04%
Smart Global Bond ETF
Smartshares · International FI
Fee
0.54%
Risk
3/7
5y p.a.
0.23%
Smart NZ Mid Cap ETF
Smartshares · Australasian Equities
Fee
0.60%
Risk
5/7
5y p.a.
2.16%
Smart Europe ETF
Smartshares · International Equities
Fee
0.55%
Risk
5/7
5y p.a.
13.00%
Devon Trans-Tasman Fund
Devon · Australasian Equities
Fee
1.32%
Risk
4/7
5y p.a.
7.97%
Antipodes Global Fund – Long (PIE)
Antipodes · International Equities
Fee
—
Risk
4/7
5y p.a.
12.55%
Pathfinder Global Responsibility Fund
Pathfinder · International Equities
Fee
0.93%
Risk
5/7
5y p.a.
10.46%
Pie Growth UK & Europe Fund
Pie Funds · International Equities
Fee
1.85%
Risk
5/7
5y p.a.
0.98%
Octagon Australasian Equities Fund
Octagon · Australasian Equities
Fee
1.17%
Risk
5/7
5y p.a.
9.10%
Salt NZ Dividend Appreciation Fund
Salt · Australasian Equities
Fee
1.10%
Risk
5/7
5y p.a.
4.01%
Fisher Funds Conservative Fund
Fisher Funds · Diversified
Fee
1.35%
Risk
3/7
5y p.a.
2.01%
Harbour Australasian Equity Fund
Harbour · Australasian Equities
Fee
1.12%
Risk
5/7
5y p.a.
0.06%
Smart Global Aggregate Bond ETF
Smartshares · International FI
Fee
0.30%
Risk
3/7
5y p.a.
1.76%
Generate Focused Growth Managed Fund
Generate · Diversified
Fee
1.39%
Risk
5/7
5y p.a.
8.22%
Smart NZ Top 10 ETF
Smartshares · Australasian Equities
Fee
0.60%
Risk
5/7
5y p.a.
1.17%
Fisher Funds Trans Tasman Equity Trust
Fisher Funds · Australasian Equities
Fee
1.63%
Risk
5/7
5y p.a.
2.21%
Smart NZ Property ETF
Smartshares · Listed Property
Fee
0.54%
Risk
5/7
5y p.a.
1.94%
Fisher Funds BondPlus Fund
Fisher Funds · International FI
Fee
1.26%
Risk
3/7
5y p.a.
0.62%
Mercer All Country Global Shares Index Fund
Mercer · International Equities
Fee
0.43%
Risk
5/7
5y p.a.
9.81%
Pathfinder Ethical Growth Fund
Pathfinder · Diversified
Fee
1.31%
Risk
4/7
5y p.a.
5.60%
Fisher Funds Australian Growth Fund
Fisher Funds · Australasian Equities
Fee
0.87%
Risk
5/7
5y p.a.
5.32%
Smart NZ Dividend ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
5/7
5y p.a.
2.51%
Fisher Funds International Growth Fund
Fisher Funds · International Equities
Fee
1.31%
Risk
6/7
5y p.a.
4.34%
Smart Asia Pacific ETF
Smartshares · International Equities
Fee
0.55%
Risk
4/7
5y p.a.
8.89%
Smart Australian Resources ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
6/7
5y p.a.
10.82%
ANZ Investments OneAnswer International Share Fund
ANZ Investments · International Equities
Fee
0.96%
Risk
5/7
5y p.a.
10.04%
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%
Fisher Funds New Zealand Fixed Income Trust
Fisher Funds · NZ Fixed Interest
Fee
0.97%
Risk
3/7
5y p.a.
0.38%
Mint New Zealand SRI Equity Fund
Mint · Australasian Equities
Fee
0.96%
Risk
5/7
5y p.a.
0.43%
Smart Automation and Robotics ETF
Smartshares · International Equities
Fee
0.75%
Risk
6/7
5y p.a.
9.49%
Smart Australian Financials ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
6/7
5y p.a.
16.31%
Mercer Global Listed Real Estate Fund
Mercer · Listed Property
Fee
1.33%
Risk
6/7
5y p.a.
0.87%
Pathfinder Global Water Fund
Pathfinder · International Equities
Fee
1.30%
Risk
5/7
5y p.a.
6.99%
Foundation Series Growth Fund
Foundation Series · Diversified
Fee
0.38%
Risk
4/7
5y p.a.
6.31%
Smart NZ Bond ETF
Smartshares · NZ Fixed Interest
Fee
0.54%
Risk
3/7
5y p.a.
1.29%
Mercer Core Global Shares Fund
Mercer · International Equities
Fee
1.24%
Risk
5/7
5y p.a.
13.93%
Harbour Balanced Growth Fund
Harbour · Diversified
Fee
1.04%
Risk
4/7
5y p.a.
1.78%
Smart US Large Value ETF
Smartshares · International Equities
Fee
0.51%
Risk
5/7
5y p.a.
15.89%
ANZ Investments OneAnswer New Zealand Share Fund
ANZ Investments · Australasian Equities
Fee
1.05%
Risk
5/7
5y p.a.
0.03%
Smart US Mid Cap ETF
Smartshares · International Equities
Fee
0.51%
Risk
5/7
5y p.a.
11.73%
ANZ Investments OneAnswer Property Securities Fund
ANZ Investments · Listed Property
Fee
1.06%
Risk
5/7
5y p.a.
2.25%
Mint Diversified Growth Fund
Mint · Diversified
Fee
1.20%
Risk
5/7
5y p.a.
4.90%
ANZ Investments OneAnswer Balanced Growth Fund
ANZ Investments · Diversified
Fee
0.95%
Risk
4/7
5y p.a.
4.57%
Smart Australian Dividend ETF
Smartshares · Australasian Equities
Fee
0.54%
Risk
5/7
5y p.a.
9.27%
Mercer Macquarie NZ Short Duration Fund
Mercer · NZ Fixed Interest
Fee
0.68%
Risk
2/7
5y p.a.
1.87%
Foundation Series Balanced Fund
Foundation Series · Diversified
Fee
0.36%
Risk
4/7
5y p.a.
4.77%
Mint Diversified Income Fund
Mint · Diversified
Fee
0.98%
Risk
3/7
5y p.a.
1.87%
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 ESG ETF
Smartshares · International Equities
Fee
0.34%
Risk
5/7
5y p.a.
17.72%
Fisher Funds Income Fund
Fisher Funds · International FI
Fee
0.99%
Risk
3/7
5y p.a.
2.09%
Smart Australian Property ETF
Smartshares · Listed Property
Fee
0.54%
Risk
6/7
5y p.a.
5.88%
Smart US Small Cap ETF
Smartshares · International Equities
Fee
0.51%
Risk
6/7
5y p.a.
10.35%
Foundation Series Hedged US 500 Fund
Foundation Series · International Equities
Fee
0.03%
Risk
6/7
5y p.a.
—
Mercer NZ Shares Passive Fund
Mercer · Australasian Equities
Fee
0.36%
Risk
5/7
5y p.a.
0.02%
Harbour Australasian Equity Income Fund
Harbour · Australasian Equities
Fee
1.10%
Risk
4/7
5y p.a.
4.34%
Octagon Balanced Fund
Octagon · Diversified
Fee
1.17%
Risk
4/7
5y p.a.
3.83%
Smart Bitcoin ETF
Smartshares · Other
Fee
0.55%
Risk
7/7
5y p.a.
—
Mercer Responsible Trans-Tasman Shares Fund
Mercer · Australasian Equities
Fee
1.06%
Risk
5/7
5y p.a.
0.01%
Mercer Global Shares Fund
Mercer · International Equities
Fee
1.25%
Risk
5/7
5y p.a.
10.36%
TAHITO Te Tai o Rehua Fund
TAHITO · Australasian Equities
Fee
1.28%
Risk
5/7
5y p.a.
3.59%
Mercer Responsible Balanced Fund
Mercer · Diversified
Fee
1.25%
Risk
4/7
5y p.a.
3.52%
Harbour Australasian Equity Focus Fund
Harbour · Australasian Equities
Fee
1.21%
Risk
5/7
5y p.a.
0.46%
Dexus Global REIT Fund
Dexus · Listed Property
Fee
1.30%
Risk
5/7
5y p.a.
—
Foundation Series Nasdaq-100 Fund
Foundation Series · International Equities
Fee
0.15%
Risk
6/7
5y p.a.
—
Smart Healthcare Innovation ETF
Smartshares · International Equities
Fee
0.75%
Risk
6/7
5y p.a.
0.02%
Smart Emerging Markets ESG ETF
Smartshares · International Equities
Fee
0.59%
Risk
5/7
5y p.a.
7.11%
Elevation Capital Global Shares Fund
Elevation Capital · International Equities
Fee
1.80%
Risk
6/7
5y p.a.
3.40%
Amova Core Equity Fund
Amova · Australasian Equities
Fee
0.95%
Risk
5/7
5y p.a.
0.35%
ANZ Investments OneAnswer Australian Share Fund
ANZ Investments · Australasian Equities
Fee
1.09%
Risk
5/7
5y p.a.
8.31%
Smart Europe ESG ETF
Smartshares · International Equities
Fee
0.55%
Risk
5/7
5y p.a.
12.92%
Mercer Income Generator Fund
Mercer · Diversified
Fee
1.28%
Risk
4/7
5y p.a.
2.47%
Salt Enhanced Property Fund
Salt · Listed Property
Fee
1.02%
Risk
5/7
5y p.a.
0.27%
Mint Australasian Property Fund
Mint · Listed Property
Fee
1.04%
Risk
5/7
5y p.a.
0.89%
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%
Devon Dividend Yield Fund
Devon · Australasian Equities
Fee
1.07%
Risk
4/7
5y p.a.
7.08%
Pathfinder Global Property Fund
Pathfinder · Listed Property
Fee
1.00%
Risk
5/7
5y p.a.
2.55%
Smart Japan ESG ETF
Smartshares · International Equities
Fee
0.55%
Risk
5/7
5y p.a.
8.82%
Pathfinder Ethical Trans-Tasman Fund
Pathfinder · Australasian Equities
Fee
1.00%
Risk
4/7
5y p.a.
1.73%
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%
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%
AMP International Shares Managed Fund
AMP · International Equities
Fee
0.79%
Risk
5/7
5y p.a.
—
Devon Australian Fund
Devon · Australasian Equities
Fee
1.32%
Risk
5/7
5y p.a.
10.30%
Foundation Series US Dividend Equity Fund
Foundation Series · International Equities
Fee
0.06%
Risk
5/7
5y p.a.
—
Foundation Series High Growth Fund
Foundation Series · Diversified
Fee
0.37%
Risk
5/7
5y p.a.
—
Harbour Sustainable Impact Fund
Harbour · Diversified
Fee
1.30%
Risk
4/7
5y p.a.
—
ACI Growth Fund
ACI · Diversified
Fee
1.61%
Risk
4/7
5y p.a.
—
Castle Point 5 Oceans Fund
Castle Point · Diversified
Fee
1.22%
Risk
3/7
5y p.a.
3.45%
Foundation Series Global ESG Fund
Foundation Series · International Equities
Fee
0.10%
Risk
5/7
5y p.a.
—
Harbour Long Short Fund
Harbour · Australasian Equities
Fee
1.23%
Risk
4/7
5y p.a.
2.95%
ACI Conservative Fund
ACI · Diversified
Fee
1.50%
Risk
4/7
5y p.a.
—
Ellerston Global Mid Small Cap Fund
Ellerston · International Equities
Fee
0.25%
Risk
5/7
5y p.a.
—
India Avenue Equity Fund — H Class
India Avenue · 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.
—