Dimensional Fund Advisors

Key Managers
Ownership
Website

Our Coverage

govts legal advisors criticise rushed exploration ban process

By Gavin Evans Oct. 30 (BusinessDesk) - Consultation on legislation to implement the government’s planned ban on new offshore exploration should have been wider given its potential for “significan

Thu, Jan 01 1970

blackrock writes down fund after solarzero collapse

Global asset manager BlackRock has reportedly written down the value of one of its flagship renewable funds, in part because of the collapse of SolarZero. BlackRock investment fund GRP III Regional Ho

Thu, Jan 01 1970

climate vc fund targets avoided emissions

Auckland’s Climate Venture Capital Fund says “avoided emissions” will be a major benchmark to measure its success. The fund was set up in 2020 with the goal of investing in companies that will t

Thu, Jan 01 1970

asb launches 500m accelerated housing fund

ASB has created a $500 million housing fund to support lending to affordable, social and Māori housing developments. In a statement released on Friday, the bank said the Accelerated Housing Fund woul

Thu, Jan 01 1970

govt to consider not taxing nz super fund

The Government is set to consider whether to stop requiring the New Zealand Superannuation Fund to pay tax. Outlining the Government’s tax work programme, Revenue Minister Simon Watts is also signal

Thu, Jan 01 1970

london calling for the nz superannuation fund

The New Zealand Superannuation Fund should consider opening an international office, potentially in London, to improve its access to private market investment opportunities, according to a five-yearly

Thu, Jan 01 1970

new 100m fund aims to supercharge kiwi tech companies

Icehouse Ventures has raised more than $100 million for a growth fund designed to help supercharge 20 mature, high-growth New Zealand technology companies. The venture capital firm’s Growth Fund II

Thu, Jan 01 1970

crown ngati awa nz super fund to investigate maori co investment fund

By Paul McBeth July 5 (BusinessDesk) - Government officials will buddy up with Ngāti Awa Group Holdings and the New Zealand Superannuation Fund to find out whether it's feasible to set up an investm

Thu, Jan 01 1970

maui capital aims for mid 2024 selldown for indigo fund

Maui Capital has told investors in its Indigo fund it expects to dispose of the majority of assets in the fund by mid-2024. High-net-worth individuals signed up to Indigo on a call-up basis in 2008, w

Thu, Jan 01 1970

it keeps you on your toes wisdom from milfords oldest fund manager

Milford’s Aggressive KiwiSaver Fund turned five this year. When it did, it became the best fund in its category on a five-year basis in Morningstar’s quarterly fund report, released in September.�

Thu, Jan 01 1970

forbarr sees octagon shaped hole in fund management

Forsyth Barr’s new fund management subsidiary aims to fill a space in the market for a mid-sized active firm and deal with perceptions of any conflict of interest. Octagon Asset Management is essent

Thu, Jan 01 1970

booster innovation fund takes a hit

KiwiSaver provider Booster has written down the value of its Booster Innovation Fund by $664,000 following a decision by one of the 44 businesses in the fund that it will be placed in liquidation. Th

Thu, Jan 01 1970

fonterra shareholders fund

$3.08 Open $3.00 0.08 2.67% November 16, 2023, 1.00pm Today 5D 1M 1Y 2Y Key announcement - click for info Created with Highcharts 8.2.2Nov '22Jan '23Mar '23May '23Jul '23Sep '23Nov '2342.533.5 20 minu

Thu, Jan 01 1970

proxy advisors turn nz companies upside down and inside out

Mainfreight boss Don Braid says, “without wanting to aggravate them, they’re a pain in the arse”. "They" are the global proxy advisers, dominated by two giants – Institutional Shareholder Serv

Thu, Jan 01 1970

nz super fund wanted govts venture capital fund siloed

By Jenny Ruth Oct. 1 (BusinessDesk) - The Guardians of the New Zealand Superannuation Fund opposed the government's Venture Capital Fund being part of the Super Fund and wanted it established as a sep

Thu, Jan 01 1970

nz superannuation fund takes deepseek hit

We’re all a little poorer after Nvidia’s 17% dive on Tuesday. The Nasdaq-listed chipmaker’s stock took a battering on fears that China’s low-cost DeepSeek AI heralds a new era of artificial in

Thu, Jan 01 1970

new 200m fund replaces provincial growth fund

The Provincial Growth Fund (PGF) has been replaced by a new $200 million Regional Strategic Partnership Fund (RSPF). Economic and regional development minister Stuart Nash, speaking at the Economic De

Thu, Jan 01 1970

nz super fund invests us100m in climate fund

The NZ Super Fund (NZSF) is committing US$100 million (NZ$157m) to a fund that invests in an innovation fund for climate change mitigation and adaptation. The Guardians of NZ Superannuation (GNZS) sai

Thu, Jan 01 1970

developers nervous as infrastructure fund changes management

In a two-part series, Garth Bray investigates a $1 billion fund that is barely getting off the ground. This is Part 1. The $1 billion Government Infrastructure Acceleration Fund administered by Kāing

Thu, Jan 01 1970

senior trust retirement village listed fund

Senior Trust Retirement Village Listed Fund (NS) is a unit trust, as defined in the Unit Trusts Act 1960. The investments in the fund will primarily be used to lend money to retirement and aged care o

Thu, Jan 01 1970

private land and property fund

The Private Land and Property Fund provides investors with an opportunity to obtain an investment exposure to a portfolio of primarily directly held, unlisted, agricultural and horticultural land and.

Thu, Jan 01 1970

infrastructure fund benefits oversold developer

Gillies Group developer Malcolm Gillies believes the benefits of the Infrastructure Acceleration Fund (IAF) may have been oversold. As BusinessDesk reported in part one of this investigation, the $1 b

Thu, Jan 01 1970

direct capitals new fund closes at 525m nz super fund throws in 50m

NZ’s largest private investor Direct Capital has received $50 million from the NZ Super Fund for its newest fund.  On Wednesday morning NZ Super said it would increase its total investment in Direc

Thu, Jan 01 1970

carbon fund

Carbon Fund (NS) is a managed investment scheme with the aim to provide investors with a total return exposure to the price of carbon credits. The Fund has the ability to buy carbon credits in emissio

Thu, Jan 01 1970

smartshares bond fund reduces chinese exposure

Smartshares has scaled down its exposure to Chinese bonds by switching from one Bloomberg index to another.  The NZX-owned fund manager’s third biggest fund – its global government bond exchange-

Thu, Jan 01 1970
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 01 April 2025 (NZT)
FundSource
FundSource is a trademark of
NZME Publishing Ltd
FundInfo

Third party data: All data displayed on the FundSource pages (Data) on BusinessDesk has been sourced from an independent third party, FE Fundinfo. NZME and its related bodies corporate and affiliates (together NZME) do not make any representation as to the currency, fairness, accuracy, completeness or reliability of the Data. Nor will NZME have any liability to any person in relation to the use of or reliance on the Data.

No financial or investment advice: The Data is general information only. It is not financial product or investment advice or an investment recommendation, and has not been prepared taking into account the objectives, financial situation or needs of any person. Potential investors should seek their own independent advice from a qualified financial adviser prior to making an investment decision. NZME makes no recommendation in relation to, and accept no responsibility or ongoing liability for, any person’s investment decisions.

No offer: The Data is only to be accessed by New Zealand residents from within New Zealand, and may not be copied or distributed to any other person. The Data does not constitute an offer or solicitation to offer financial products or conduct investment business in New Zealand or any other jurisdiction.

No guarantee: Past performance information should not be relied upon as (and is not) a promise, representation, warranty or guarantee as to the past, present or future performance. NZME does not guarantee repayment of any capital or payment of any returns on capital invested in the investments referred to in the Data.

Missing data? All data comes from FE fundinfo. BusinessDesk can help you get your data loaded and updated. Email [email protected] for help.