Our Fees

As a nonprofit we work hard to keep our fees low, so you keep more of your money. All our diversified funds charge $3.10 for every $1,000 invested. NZ Share and Bond Funds charge $1 for every $1,000 invested. There are no other fees.

Annual Fees

Total Fund Fees 
All non-default diversified funds (KiwiSaver and Investment Funds)   0.31%*
(i.e. $3.10 in every $1000)
NZ Share and Bond Funds  0.10%
(i.e. $1 in every $1000)

*Effective from 1 April 2023, we're lowering our fees by 3.3% across our Conservative, Balanced and Growth KiwiSaver funds and all diversified Investment Funds - to a total fund charge of 0.30%.