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 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)
Performance Fee 
All funds NIL
Membership Fees 
Adults NIL
Children 18 and under NIL
Admin Fees 
Deposit, withdrawal or switch NIL
Entry/Exit NIL
Referral NIL
Other transaction fees NIL