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NZ KiwiSaver scheme fund managers

Directory of the 30 entities licensed to manage NZ KiwiSaver scheme funds. Some managers operate multiple schemes — see the cross-scheme relationships map for that network.

ManagerSchemesFundsCombined AUMCombined members
ANZ NEW ZEALAND INVESTMENTS LIMITEDANZ21$21.44B617,517
ASB GROUP INVESTMENTS LIMITEDASB6$20.28B520,526
MILFORD FUNDS LIMITEDMilford6$14.62B213,717
BT FUNDS MANAGEMENT (NZ) LIMITEDWestpac8$12.62B523,938
AMP WEALTH MANAGEMENT NEW ZEALAND LIMITEDAMP30$9.70B219,095
GENERATE INVESTMENT MANAGEMENT LIMITEDGenerate21$8.78B226,465
FISHER FUNDS MANAGEMENT LIMITEDFisher12$8.00B346,286
BNZ INVESTMENT SERVICES LIMITEDBNZ8$6.80B257,226
BOOSTER INVESTMENT MANAGEMENT LIMITEDBooster17$6.47B232,278
SIMPLICITY NZ LIMITEDSimplicity6$6.06B148,826
SMARTSHARES LIMITEDSmartshares53$2.91B142,331
MERCER (N.Z.) LIMITEDMercer14$2.82B65,781
NEW ZEALAND FUNDS MANAGEMENT LIMITEDNZ Funds7$2.00B85,641
MEDICAL FUNDS MANAGEMENT LIMITEDMAS7$1.57B20,476
FUNDROCK NZ LIMITEDFundrock44$914M34,075
KERNEL WEALTH LIMITEDKernel15$784M15,370
SBS WEALTH LIMITEDSBS7$730M26,351
SHARESIES INVESTMENT MANAGEMENT LIMITEDSharesies7$606M30,981
PATHFINDER ASSET MANAGEMENT LIMITEDPathfinder4$606M13,052
PIE FUNDS MANAGEMENT LIMITEDPie4$575M13,745
KOURA WEALTH LIMITEDKoura14$407M51,469
CIP INVESTMENT MANAGEMENT LIMITEDSmartshares12$407M7,286
Forsyth Barr Investment Management LimitedSummer10$357M7,252
LOCAL GOVERNMENT SUPERANNUATION TRUSTEE LIMITEDSuperEasy8$124M2,519
THE NEW ZEALAND ANGLICAN CHURCH PENSION BOARDAnglican3$103M2,875
AE KIWISAVER LIMITEDAlways Ethical1$100M3,525
NIKKO ASSET MANAGEMENT NEW ZEALAND LIMITEDNikko18$99M2,569
CONSILIUM NZ LIMITEDConsilium3$25M362
TRUSTEES OF THE MARITIME KIWISAVER SCHEMEMaritime3$21M323
AROTAHI TRUST LIMITEDArotahi1$18M720

Manager identity sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Some KiwiSaver scheme funds appoint sub-managers per asset class; the manager shown is the licensed Manager of the scheme under the FMC Act.

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Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.

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