Opens in a new tab
Te Ahumairangi
·
International shares, Shares

Te Ahumairangi Global Equity Fund

Te Ahumairangi Global Equity Fund is an actively managed fund dedicated to investing in global equity markets.

Risk indicator
4 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
0.62% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
$2.3126

As at 30/10/2026. Buy/sell spread 0.10% / 0.10%.

About this fund

Te Ahumairangi Global Equity Fund is an actively managed fund dedicated to investing in global equity markets. Te Ahumairangi manages the fund with a particular focus on building a portfolio that should perform relatively well compared to other equity funds if equity markets are weak.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
Te Ahumairangi
Fund type
Managed fund (PIE)
Asset class
International shares, Shares
Management style
Active
Inception date
05/11/2021
Fund size
$1187.21M as at 30/09/2026
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Available

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

Te Ahumairangi Global Equity Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Te Ahumairangi Global Equity Fund
2.67%
6.30%
23.88%
23.97%
–
–
18.81%

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

International shares
96.4%
Cash
3.7%

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.

Fee
Amount
What it means
Estimated annual fund charge
0.62% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0.10% / 0.10%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
Te Ahumairangi logo
About the manager

Te Ahumairangi

Te Ahumairangi offers the Te Ahumairangi Global Equity Fund (international equities) on the InvestNow platform, available as both a managed fund and a InvestNow KiwiSaver Scheme option.

Learn more about Te Ahumairangi, their investment options available to InvestNow customers plus access their latest news and updates below.

View Te Ahumairangi
Man smiling at his phone beside a laptop

Ready to invest in Te Ahumairangi Global Equity Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.