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Smartshares

Smartkiwi. The Smartshares KiwiSaver scheme.

1. A clear and simple investment choice

We have three investment plans: Conservative, Balanced and Growth.  Choosing the right plan for you is simple with our Plan Recommender.

2. Market performance

The equity allocation of our three investment plans follows the New Zealand and Australian capital markets through selected index funds.  This means the equity portion of your investment will always return market performance*.  The Balanced and Conservative investment plans will also invest into fixed interest securities.

3. Low Fees

Our single fee structure is very straightforward.  This is the only fee you will pay - we don't have hidden fees or entry and exit fees**.

Quarterly Disclosure Statements

The latest Disclosure Statements are from June 2014, and are available as PDF documents or as CSV files with the underlying data. For older Disclosure Statements, please see the Smartkiwi Documents page.

Annual Report

Click here to view the Smartkiwi Annual Report for the year ending 31 March 2013. For older Annual Reports, please see the Smartkiwi Documents page.

If you have any queries about this, or any other Smartkiwi related question, please don't hesitate to contact us on 0800 80 87 80 or smartkiwi@smartshares.co.nz

Smartway


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AN NZX GROUP COMPANY

*Market performance refers to the return of the relevant index. Past performance is not necessarily indicative of future performance. No amount of returns is promised or guaranteed by any person.
** See our fees section for details.

General Disclaimer: Smartshares Limited is a wholly owned subsidiary of NZX Limited (NZX), and is the manager of the Smartshares KiwiSaver Scheme. Neither NZX nor the trustee nor any other person guarantees the performance of the Smartshares KiwiSaver Scheme.

A combined Investment Statement and Prospectus for the Smartshares KiwiSaver Scheme was registered with the Registrar of Financial Service Providers on 20 September 2013. A copy of the Prospectus can be viewed here, online at the Companies Office website under the file for Smartshares, or on request from Smartshares by phoning 0800 80 87 80.

Copyright 2007 - 2014 Smartshares Limited