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NZ Small & Mid Cap Opportunities

The Fund invests in a broad range of smaller companies listed on the New Zealand Exchange (NZX), and is the first NZ Index fund to invest outside of the S&P/NZX 50.

7.46%

5 year p.a. index return to April 2022

2.84%

Indicative dividend yield as at April 2022

0.25%

Management fee p.a.

Overview

How is this fund different to others?

The Small & Mid Cap Opportunities Fund invests in companies outside of the NZ 20, who have a market capitalisation of between $100 million and $1 billion. This fund gives investors access to smaller and growing NZ companies across a diverse mix of sectors including real estate, technology, healthcare, tourism, consumer staples. It includes a range of iconic household names such as Briscoes, Hallenstein Glasson and NZX. This fund tracks the S&P/NZX Emerging Opportunities Index, which combined with the NZ 20 fund, represents the entire investible universe on the NZX. The Fund is likely to fluctuate in line with the general business cycle. Its high allocation to the real estate sector also provides a solid income stream.

Holdings

As at April 30, 2022

CompanyCountryIndustryWeight

Stride Property

NZ

Real Estate

7.09%

Skellerup

NZ

Industrials

6.96%

Kathmandu Holdings

NZ

Consumer Disc.

6.04%

Oceania Healthcare

NZ

Healthcare

4.85%

Pacific Edge

NZ

Healthcare

4.84%

Scales Corporation

NZ

Consumer Staples

3.89%

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Performance

  • Range of returns

    -36.78%

    VS

    95.42%

    The best and the worst 12 month returns in 5 years to the end of March 2022*

  • Growth of $10k

    $14,330

    For the 5 years to April 2022, you would be up 43.30%*

  • Investment Objective

    Capital Growth

    The Fund is designed to focus on capital growth and is a great satellite holding.

*These are the gross index returns, not including fees or taxes.

Returns

As at April 30, 2022

  • -4.00%

    3 months

  • -3.60%

    1 year

  • N/A

    5 years

  • N/A

    10 years

  • 16.81%

    Since Inception

Fund returns are after fees and at 0% PIR tax. See our full performance disclaimer for more details. 

Risk

The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.

Potentially Lower Returns

Potentially Higher Returns

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Lower Risk

Higher Risk

Documents & Resources

Latest Fund Update

Updated: 22.04.2022

Latest Fund Factsheet

Updated: 30.04.2022

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NZ 20

Designed for long-term capital growth, the NZ 20 fund invests in 20 of the largest companies listed ...

Start investing for a better tomorrow, today.

If you’d like to talk to a human, call us on 0800 537 635 during 9 am - 5 pm weekdays.

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Indices provided by: S&P Dow Jones Indices