NZ Core Equity Trust


The NZ Core Equity Trust aims to provide long-term capital growth by gaining exposure to a diversified portfolio of listed New Zealand equities.

It is only available through custodial service providers authorised by us. The easiest way to invest in the Trust is to speak to a financial adviser.

What is the NZ Core Equity Trust?

The NZ Core Equity Trust aims to provide investors with the benefits of long-term capital growth by investing in listed New Zealand equities, with increased exposure to small companies and value companies relative to a market weighted portfolio.

Value companies are companies with a low price relative to various financial measures, including book value, cash flow and earnings.

DFA Australia Limited is the investment manager for NZ Core Equity Trust. DFA Australia Limited is the Australian subsidiary of Dimensional Fund Advisors LP, which is based in the United States and was formed in 1981.

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How to invest in the NZ Core Equity Trust

You can only invest in the NZ Core Equity Trust through a custodial service provider authorised by us, such as NZX Wealth Technologies. The custodial service provider will be the registered owner of your units in the NZ Core Equity Trust, while you will be the beneficial owner.

To invest in the NZ Core Equity Trust, reach out directly to a custodial service provider, or talk to your financial adviser. Many financial advisers have arrangements with custodial service providers authorised by us that allow their clients to invest.


Find a financial adviser


Smartshares Limited (Smart) is the issuer of the NZ Core Equity Trust. The Product Disclosure Statement for the NZ Core Equity Trust is available under 'Documents & Resources' below.

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Documents & Resources