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Fund manager

FUNDROCK NZ LIMITED

FUNDROCK NZ LIMITED manages 44 KiwiSaver scheme funds across 1 scheme, with combined assets of $914M.

Total funds managed
44
Schemes
1
Combined AUM
$914M
Combined members
34,075

Identifiers

Manager type
NZ Limited Company
FSPR registration
FSP FSP127464 · verify on FSPR ↗
NZBN
9429031398602 · verify on NZBN ↗
Average annual fee across managed funds
0.87%

Fundrock — 44 funds

FundTypeAnnual fee5y avg returnFund size
Investnow Mercer All Country Global Shares Index FundAggressive0.43%—$20M
Aurora Growth FundGrowth1.62%—$319M
Investnow Russell Investments Nz Fixed Interest FundDefensive0.49%—$2M
Investnow Harbour Australasian Equity Focus FundAggressive1.20%—$2M
Investnow Mercer Ethical Leaders Hedged Global Fixed Interest Index FundDefensive0.44%—$1M
Investnow Milford Conservative FundConservative0.87%—$7M
Investnow Mint Diversified Income FundConservative0.98%—$9M
Investnow Clarity Global Shares FundAggressive1.07%—$5M
Investnow Mint Australasian Equity FundAggressive1.19%—$1M
Aurora Retirementplus Age 50Growth1.62%—$7M
Investnow Foundation Series Total World FundAggressive0.07%—$164M
Investnow Foundation Series Growth FundGrowth0.38%—$8M
Investnow Te Ahumairangi Global Equity FundAggressive0.62%—$34M
Investnow Mercer Nz Shares Passive FundAggressive0.36%—$4M
Investnow Russell Investments Hedged Global Shares FundAggressive0.86%—$4M
Investnow Foundation Series Hedged Total World FundAggressive0.07%—$24M
Investnow Macquarie Global Listed Real Estate FundAggressive1.35%—$0M
Investnow Castle Point 5 Oceans FundBalanced1.18%—$0M
Aurora Balanced StrategyBalanced1.51%—$20M
Investnow Harbour Active Growth FundGrowth1.03%—$2M
Investnow Pathfinder Ethical Growth FundGrowth1.34%—$7M
Investnow Milford Active Growth FundGrowth1.05%—$76M
Investnow Harbour T. Rowe Price Global Equity FundAggressive1.19%—$10M
Investnow Mint Diversified Growth FundGrowth1.20%—$6M
Investnow Foundation Series Balanced FundBalanced0.36%—$15M
Investnow Fisher Funds Growth FundGrowth1.02%—$15M
Investnow Macquarie Nz Cash FundDefensive0.30%—$8M
Investnow Harbour Nz Core Fixed Interest FundDefensive0.65%—$1M
Investnow Salt Enhanced Property FundAggressive1.02%—$2M
Investnow Salt Sustainable Growth FundGrowth1.10%—$6M
Investnow Smartshares Growth FundGrowth0.51%—$9M
Aurora Liquidity FundDefensive0.50%—$45M
Investnow Mercer Ethical Leaders Balanced FundBalanced1.27%—$1M
Investnow Generate Focused Growth FundAggressive1.39%—$11M
Investnow Hunter Global Fixed Interest FundDefensive0.53%—$6M
Investnow Fisher Funds Conservative FundConservative0.93%—$2M
Investnow Macquarie Nz Fixed Interest FundDefensive0.61%—$1M
Investnow Milford Balanced FundBalanced1.06%—$31M
Investnow Foundation Series Hedged Us 500 FundAggressive0.03%—$10M
Investnow Foundation Series Us 500 FundAggressive0.03%—$1M
Investnow Antipodes Global Value FundAggressive1.21%—$8M
Investnow Castle Point Trans-Tasman FundAggressive1.08%—$0M
Investnow Milford Aggressive FundAggressive1.15%—$9M
Aurora Retirementplus Age 65Balanced1.49%—$2M

Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.

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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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