Foundation Series Hedged US 500 Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of the largest companies listed on stock markets in the United States.
Higher numbers mean bigger ups and downs in value.
Set by the fund manager. No InvestNow account fees.
Or $50 per fund with a Regular Investment Plan.
About this fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of the largest companies listed on stock markets in the United States. The Fund’s objective is to perform broadly in line with the return of its investment benchmark before fees and tax over the long-term. The Fund aims to have all foreign currency exposure hedged to the New Zealand dollar. The Fund’s investment benchmark is the Morningstar US Target Market Exposure TR Hedged NZD Index.
Before investing, read the Product Disclosure Statement and latest fund update.
Fund facts
Fund performance
Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.
Growth of $10,000
Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.
What the fund invests in
A snapshot of the fund’s investments, updated from the manager’s latest fund update.
Asset allocation
As at 30/06/2026. Source: Morningstar.
Fees and costs
InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.
Fund documents
Read the Product Disclosure Statement and other fund information before you invest.
InvestNow
There are 10 investment options from the Foundation Series Funds (Foundation Series) available on the InvestNow platform – including a range of Diversified and International Equities Funds.
The Foundation Series Funds are InvestNow’s house-brand range of funds designed to provide simple, diversified exposure to key investment markets. The Foundation Series Funds are structured with choice, transparency, and value top of mind, to offer long-term investors access to some of the most cost-effective investment funds in New Zealand.
View InvestNowLearn about managed funds
More articles, guides and webinars related to this topic.
Ready to invest in Foundation Series Hedged US 500 Fund?
Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.