Simplicity puts you in control
Just like our KiwiSaver, the diversified funds have over 3,000 different investments in 23 countries. International investments are managed by Vanguard, the world's second largest asset manager.
The NZ Share Fund invests in the top 50 NZ listed companies. The NZ Bond Fund invests in over 20 investment grade bonds.
All investments are held in custody by the Government owned Public Trust.
The minimum initial investment is $5,000. You can add or withdraw your money, any time, at no cost, and make regular withdrawals.
Every diversified fund has the same annual fee. $30 + $3.1 for every $1000 invested (0.31%). The NZ Share and Bond funds charge $30 + $1 for every $1000 invested (0.1%).
Because your kids deserve to have the best start in life, we waive all membership fees ( $30 p.a.) until they're 18.
NZ Fixed Interest
INTL Fixed Interest
For details on how the funds are managed