Our Investment Funds have the same diversified investments as our KiwiSaver funds. The annual fees are the same too, i.e. 0.31% management fee. The NZ Share and Bond Funds have an even lower 0.10% management fee p.a. There are no membership fees. The minimum investment amount in each fund is $1,000.
Our Conservative, Balanced and Growth funds all charge the same low fee - 0.31% p.a., or $3.10 for every $1000 invested.
Nothing else.
Our NZ Share and NZ Bond funds charge even less - 0.1% p.a., or $1.00 for every $1000 invested.
The fee savings we call the Simplicity Difference. Find yours below.
See how different fund types and contributions will impact your projected returns.
One central login can give you access to all you, and your family's, accounts.
A complete breakdown of all investments, contributions, fees, taxes and returns.
You're in charge. You can change the funds you're invested in online at no charge.
Joining is easy. Grab your IRD number and driver’s licence or passport, and fill in the one page form.
We’ll do the rest %)