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.
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 |
We've lowered our fees four times in five years. We first dropped fees on multiple funds, then introduced no membership fees for our under 18 members. In 2020 we reduced the membership fee from $30 to $20 and in December 2021 removed it completely.