How do I make changes to my KiwiSaver portfolio?
You can change your allocation of funds under the ‘My Portfolio’ tab. This will show your current portfolio.
To change your portfolio, please follow these steps
- Click the ‘Change your portfolio’. Select the funds you would like to include in your portfolio, then 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 “Apply change to your current investment mix and future contributions”, which will rebalance your entire portfolio (selling and buying as necessary) to the new weightings, or “Apply change to future contributions only”, 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 and there is no limit on how many times you can change. Please note that a buy/sell margin or swing price adjustment may apply when funds are bought and sold as part of a rebalance.