Funds with management fee under 1%
Lower-cost wholesale funds — management fee at or below 1% per annum. Materially affects net return over multi-year holds.
14 funds match. Filter derived from Sonnet-extracted facts in each fund's manager-published IM, PDS or SIPO. Verify each fund's current source document before relying on these values.
- 0.75
PCG Diversified New Zealand Private Debt Fund
PCG · Private Credit
Open-ended PIE with senior secured loans and weekly liquidity
- 0.95
PG Income Opportunities Fund
PG Investments · Private Credit
Higher income focus fund targeting regular distributions through income-generating investments.
- 0.65
PG New Zealand Bond Fund
PG Investments · Bonds & Fixed Income
Core New Zealand fixed income fund investing in NZ government and corporate bonds.
- 0.87
Devon Alpha Fund (Wholesale)
Devon Funds Management · Listed Equities
Active long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+.
- 0.34
Artesian Green & Sustainable Bond Fund (Wholesale)
Devon Funds Management · Bonds & Fixed Income
NZD-denominated green and sustainable bond fund. Wholesale version for investors with $10M+.
- 0.87
Devon Australian Fund (Wholesale)
Devon Funds Management · Listed Equities
Concentrated portfolio of quality Australian equities with strong cash flows and growth prospects. Wholesale version for investors with $10M+.
- 0.52
Devon Diversified Income Fund (Wholesale)
Devon Funds Management · Multi-Asset & Diversified
Multi-asset income fund across equities, credit, and other income-generating securities. Wholesale version for investors with $10M+.
- 0.62
Devon Dividend Yield Fund (Wholesale)
Devon Funds Management · Listed Equities
Income-focused fund targeting quality dividend-paying Australasian companies. Wholesale version for investors with $10M+.
- 0.34
Devon Global Impact Bond Fund (Wholesale)
Devon Funds Management · Bonds & Fixed Income
Fixed income fund investing in bonds with positive environmental and social impact. Wholesale version for investors with $10M+.
- 0.95
Devon Global Sustainability Fund (Wholesale)
Devon Funds Management · Listed Equities
Global equities fund with ESG focus. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
- 0.87
Devon Sustainability Fund (Wholesale)
Devon Funds Management · Listed Equities
ESG-focused Australasian equities fund. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
- 0.87
Devon Trans-Tasman Fund (Wholesale)
Devon Funds Management · Listed Equities
Award-winning fund investing across NZ and Australian equities. Fund Manager of the Year: Domestic Equities 2024. Wholesale version for investors with $10M+.
- 0.65
PG International Bond Fund
PG Investments · Bonds & Fixed Income
Core international fixed income fund investing in global government and corporate bonds.
- 0.83
Hunter Diversified Private Credit Fund
Hunter Capital · Private Credit
Diversified exposure to non-bank lending with monthly liquidity and 7+ years track record
Other facts-based views
- Wholesale funds with monthly redemption
- Wholesale funds with quarterly redemption
- Wholesale funds with annual redemption
- Closed-end funds with capital returned at exit
- Wholesale funds with minimum under $25,000
- Wholesale funds with minimum under $50,000
- Wholesale funds with minimum under $100,000
- Institutional-tier funds (minimum $250,000+)
Information only — not financial advice (FMCA s23 / Schedule 1)
Filtered directory listing. Wholesale Investor NZ does not vet, verify, endorse, recommend or rank any fund for any individual's circumstances. Filter values are derived from facts extracted by Claude Sonnet from each fund's manager-published IM/PDS/SIPO — verify against the current source document before relying on any value. Past performance does not guarantee future results. Wholesale-class funds are for Schedule 1 FMCA 2013 eligible investors only. Seek advice from an authorised financial adviser before making any investment decision.