Where can I see which funds are in my portfolio?

You will be able to see the funds you have selected for your KiwiSaver under the ‘Dashboard’ when you are logged in.

How often can I change the funds in my KiwiSaver portfolio?

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 you buy/sell funds.

How do I make a voluntary contribution?

You can view the Public Trust bank account details for making a voluntary contribution by clicking ‘Deposit’ under the ‘Make a One-Off Contribution’ heading when you are logged into your InvestNow KiwiSaver Scheme account.

From your internet banking, you can simply search for InvestNow KiwiSaver Scheme as the payee in the bill payment register and complete the details. You can then save this for future contributions, or set up an automatic payment.

Payment can also be made directly to Inland Revenue […]

How do I apply for a withdrawal e.g. first home, hardship or serious illness?

If you are looking to make a withdrawal, please contact us via email at contact@investnow.co.nz or by phone via 0800 499 466.

How do I join the InvestNow KiwiSaver Scheme?

If you are an existing InvestNow customer, click here to log in to the InvestNow KiwiSaver Scheme portal using your existing InvestNow email and password to begin the online application process.

If you are completely new to InvestNow, begin the InvestNow KiwiSaver Scheme online application process by creating your online account here.

What are the fees for the InvestNow KiwiSaver Scheme?

InvestNow doesn’t charge any fees for you to invest in the InvestNow KiwiSaver Scheme. Fees that are charged vary by the underlying fund manager and can be found here. These fees are the estimated total fund charges (including GST) which are made up of:

• Management & administration charges, including Manager’s basic fee and other management and administration charge and;
• Performance fees

Fees have been estimated using the information provided by underlying fund managers […]

What is swing pricing?

Swing pricing only applies to the InvestNow Milford Conservative Fund and InvestNow Milford Balanced Fund.

A swing price is applied to mitigate dilution in investment value due to transaction costs attributable to other investors buying or selling funds interests. On each valuation day the Underlying Milford Funds apply a swing factor adjustment to the price for investor applications and withdrawals. Subject to a threshold being met, the price is adjusted up or down based on the direction of the net investor flows. […]

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

1. Click ‘Edit‘  under your portfolio.
2. 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 […]
   

What is the Performance Chart?

By clicking on the ‘Performance’ title, we provide a simple bar chart which shows the returns for each asset you currently hold, since inception of your portfolio. This can be filtered by either percentage or dollar return.