How do I make changes to my KiwiSaver portfolio?
You can change your allocation of funds under the ‘My Contributions’ tab. This will show your current portfolio.
To change your portfolio, please follow these steps
- Click ‘Edit‘ under your portfolio.
- Select the funds you would like as part of your portfolio. It will default to the funds that are currently part of your portfolio. You can filter on the right-hand side to show all funds. You will need to check the box for each fund that you would like as part of your portfolio. Once you have selected the funds click ‘Next’.
- Select the percentage you would like for each fund and click ‘Next’. Please note that this must add to 100%.
- You can then select either “Rebalance Underlying Funds”, which will rebalance your entire portfolio (selling and buying as necessary) to the new weightings, or “Future Contributions”, which will not affect your existing funds but will be applied to all future contributions.
- Download the PDS document and check the box marked ‘I have read, understood and accept the latest Investment statements or Product Disclosure Statement’.
- Click ‘Confirm’ and a successful notification will appear once the change has been completed.
You can change your investment plan for your KiwiSaver at any point. If you select the rebalance option, you will need to wait for this to be completed to update your portfolio again. Please note that a buy/sell spread, swing price adjustment and/or entry/exit fee may apply when funds are bought and sold as part of a rebalance.