NZ managed funds supervised by NZ Guardian Trust Company Limited
65 NZ retail managed funds across 11 fund managers have NZ Guardian Trust Company Limited (The New Zealand Guardian Trust Company Limited) as their licensed supervisor, per each scheme's Other Material Information document lodged on the FMA Disclose register.
Under the Financial Markets Conduct Act 2013, every managed investment scheme must appoint a licensed supervisor independent of the manager. The supervisor holds scheme assets via the custodian and monitors the manager's compliance with the scheme's Statement of Investment Policy and Objectives.
Artesian
2 funds
Clarity
9 funds
- Clarity - Capital Group New Perspective FundInternational Equities1.21% annual
- Clarity Diversified Growth FundDiversified1.16% annual
- Clarity Diversified Income FundDiversified0.96% annual
- Clarity Dividend Yield FundInternational Equities1.06% annual
- Clarity Enhanced Cash PIECash0.26% annual
- Clarity Fixed Income FundInternational FI0.70% annual
- Clarity Global Shares FundInternational Equities1.06% annual
- Clarity New Zealand Equity FundAustralasian Equities1.06% annual
- Clarity Trans-Tasman Value FundAustralasian Equities1.06% annual
Daintree
2 funds
- Daintree Core Income PIEInternational FI0.73% annual
- Daintree High Income PIEInternational FI0.90% annual
Devon
4 funds
- Devon Alpha FundAustralasian Equities1.30% annual
- Devon Australian FundAustralasian Equities1.30% annual
- Devon Dividend Yield FundAustralasian Equities1.39% annual
- Devon Trans-Tasman FundAustralasian Equities1.36% annual
Harbour
14 funds
- Harbour Australasian Equity Focus FundAustralasian Equities1.21% annual
- Harbour Australasian Equity FundAustralasian Equities1.12% annual
- Harbour Australasian Equity Income FundAustralasian Equities1.10% annual
- Harbour Balanced Growth FundDiversified1.04% annual
- Harbour Income FundDiversified0.66% annual
- Harbour Long Short FundAustralasian Equities1.23% annual
- Harbour NZ Core Fixed Interest FundNZ Fixed Interest0.66% annual
- Harbour NZ Corporate Bond FundNZ Fixed Interest0.47% annual
- Harbour NZ Index Shares FundAustralasian Equities0.21% annual
- Harbour Real Estate Investment FundListed Property0.77% annual
- Harbour Sustainable Impact FundDiversified0.27% annual
- Harbour Sustainable NZ Shares FundAustralasian Equities0.27% annual
- Harbour T. Rowe Price Global Equity FundInternational Equities1.21% annual
- Harbour T. Rowe Price Global Equity Fund (Hedged)International Equities1.24% annual
Hunter
2 funds
- Hunter Global Fixed Interest FundInternational FI0.53% annual
- Hunter Private Credit FundInternational FI0.83% annual
Mercer
14 funds
- Mercer All Country Global Shares Index FundInternational Equities0.43% annual
- Mercer Core Global Shares FundInternational Equities1.24% annual
- Mercer Core Hedged Global Shares FundInternational Equities1.46% annual
- Mercer Global Listed Infrastructure FundOther1.34% annual
- Mercer Global Listed Real Estate FundListed Property1.33% annual
- Mercer Global Shares FundInternational Equities1.25% annual
- Mercer Income Generator FundDiversified1.28% annual
- Mercer Macquarie NZ Fixed Interest FundNZ Fixed Interest0.60% annual
- Mercer Macquarie NZ Short Duration FundNZ Fixed Interest0.68% annual
- Mercer NZ Shares Passive FundAustralasian Equities0.36% annual
- Mercer Responsible Balanced FundDiversified1.25% annual
- Mercer Responsible Global Shares FundInternational Equities1.69% annual
- Mercer Responsible Hedged Global Fixed Interest Index FundInternational FI0.43% annual
- Mercer Responsible Trans-Tasman Shares FundAustralasian Equities1.06% annual
NZ Funds
12 funds
- NZ Funds Global BondsInternational FI1.44% annual
- NZ Funds Global InfrastructureOther2.53% annual
- NZ Funds Global PropertyListed Property2.52% annual
- NZ Funds Global SharesInternational Equities3.12% annual
- NZ Funds Global UtilitiesInternational Equities2.53% annual
- NZ Funds Income GeneratorDiversified1.67% annual
- NZ Funds New Zealand and Australian BondsNZ Fixed Interest1.44% annual
- NZ Funds New Zealand and Australian SharesAustralasian Equities2.52% annual
- NZ Funds New Zealand Property and Retirement VillagesListed Property2.52% annual
- NZ Funds Wealth Builder - Growth StrategyDiversified2.14% annual
- NZ Funds Wealth Builder - Income StrategyDiversified1.20% annual
- NZ Funds Wealth Builder - Inflation StrategyDiversified1.58% annual
QuayStreet
2 funds
- QuayStreet Income FundDiversified0.77% annual
- QuayStreet NZ Equity FundAustralasian Equities1.27% annual
Salt
3 funds
- Salt Enhanced Property FundListed Property1.02% annual
- Salt Long Short FundAustralasian Equities3.21% annual
- Salt NZ Dividend Appreciation FundAustralasian Equities1.10% annual
TAHITO
1 fund
- TAHITO Te Tai o Rehua FundAustralasian Equities1.26% annual
Other supervisors
Methodology
Supervisor identity sourced from each scheme's Other Material Information document lodged on the FMA Disclose register. Names normalised across drift in source filings (e.g. "Trustees Executors Limited" / "The New Zealand Guardian Trust Company Limited" / "NZ Guardian Trust" all map to canonical entities).
ManagedFundsNZ provides information only, not personalised financial advice. Supervisor identity is a structural disclosure; it doesn't imply quality of supervision or any endorsement of the funds listed.