Smart on InvestNow

Smart has 33 managed funds on the InvestNow platform – including a Cash Fund, Listed Property Funds, International and New Zealand Fixed Interest Funds, plus International and Australasian Equities.

Learn more about Smart, their investment options available to InvestNow customers plus access their latest news & updates.

Smart is one of 30+ specialist investment managers that have partnered with InvestNow.

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How Smart describe themselves:

We are New Zealand’s leading passive investment manager and the pioneer of Exchange Traded Funds (ETFs) in New Zealand, launching the first ETF in 1996.

We are committed to providing innovative cost-effective financial solutions for investors, and manage a comprehensive selection of 35 global and domestic ETFs across the main investment asset classes of bonds, cash, property and shares. The units in the ETFs are listed on the NZX Main Board and are tradeable like individual shares.

Each fund is a listed Portfolio Investment Entity (PIE).

Smart Exchange Traded Funds are issued and managed by Smartshares Limited, a wholly owned subsidiary of NZX Limited. The Product Disclosure Statements for the Smart Exchange Traded Funds is available and can be downloaded from www.smartinvest.co.nz.

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Smart investment options

Below is the range of investment options from Smart that are available through the InvestNow platform. To see a full range of managed fund investment options available on InvestNow, please click here.

Using the table below:
To view more information about a fund and to view a Product Disclosure Statement, scroll to the right. To see a fund’s description on desktop, hover over the fund name. To see a fund’s description on mobile, click ‘read description’.

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Invests in international shares and is designed to track the return on the FTSE Developed Asia Pacific All Cap Index.

Invests in Australian shares and is designed to track the return on the S&P/ASX Dividend Opportunities Index.

Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Financials Ex-A-REIT Index.

Invests in Australian shares and is designed to track the return on the S&P/ASX Mid Cap 50 Index.

Invests in Australian property and is designed to track the return on the S&P/ASX 200 A-REIT Equal Weight Index.

Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Resources Index.

Invests in Australian shares and is designed to track the return on the S&P/ASX 20 Index.

Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Total Return Index.

Invests in international shares and is designed to track the return on the iSTOXX® FactSet Automation & Robotics Index.

Invests in emerging markets shares and is designed to track the return on the MSCI EM IMI ESG Screened Index.

Invests in international shares and is designed to track the return on the FTSE Emerging Markets All Cap China A Inclusion Index.

Invests in European shares and is designed to track the return on the MSCI Europe ESG Screened Index.

Invests in international shares and is designed to track the return on the FTSE Developed Europe All Cap Index.

Invests in international bonds and is designed to track the return on the Bloomberg Global Aggregate Bond Total Return Index Hedged NZD.

Invests in international bonds, with the objective of outperforming the Bloomberg Global Aggregate Total Return Bond Index Hedged NZD by 1% per annum over rolling 3-year periods. The investment manager is PIMCO Australia Pty Ltd.

Invests in international shares and is designed to track the return on the MSCI World Ex Australia Custom ESG Leaders Net Total Return Index.

Invests in international shares and is designed to track the return on the iSTOXX® FactSet Breakthrough Healthcare Index.

Invests in Japanese shares and is designed to track the return on the MSCI Japan ESG Screened Index.

Invests in New Zealand bonds, with the objective of outperforming the S&P/NZX A-Grade Corporate Bond Total Return Index over rolling 3-year periods.

Invests in New Zealand cash, with the objective of outperforming the S&P/NZX Bank Bills 90-Day Total Return Index over rolling 1-year periods.

Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 High Dividend Index.

Invests in New Zealand shares and is designed to track the return on the S&P/NZX Mid Cap Index.

Invests in New Zealand property and is designed to track the return on the S&P/NZX Real Estate Select Index.

Invests in New Zealand shares and is designed to track the return on the S&P/NZX 10 Index.

Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Portfolio Index.

Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Gross with Imputation Index.

Invests in international shares and is designed to track the return on the FTSE Global All Cap Index.

Invests in US shares and is designed to track the return on the S&P 500 Index.

Invests in US shares and is designed to track the return on the MSCI USA ESG Screened Index.

Invests in US shares and is designed to track the return on the CRSP US Large Cap Growth Index.

Invests in US shares and is designed to track the return on the CRSP US Large Cap Value Index.

Invests in US shares and is designed to track the return on the CRSP US Mid Cap Index.

Invests in US shares and is designed to track the return on the CRSP US Small Cap Index.

Fund	Description	Sector	PDS Fee	QFU Fee	Buy/Sell Spread	Risk Indicator	Target Growth/Income Assets	Management Style	Distribution Frequency	Buy Timeframe	Sell Timeframe	Fund Type	Net Assets	Inception Date	Available in the InvestNow KiwiSaver Scheme?	1 Month	3 Months	6 Months	1 Year	3 Years	5 Years	10 Years
Smart Asia Pacific ETF	Invests in international shares and is designed to track the return on the FTSE Developed Asia Pacific All Cap Index.	International Equities	0.55%	0.55%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$57.92M	29/07/2015	No	−0.57%	5.10%	7.93%	11.49%	8.00%	7.82%	–
Smart Australian Dividend ETF	Invests in Australian shares and is designed to track the return on the S&P/ASX Dividend Opportunities Index.	Australasian Equities	0.54%	0.54%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$36.3M	16/12/2014	No	−0.38%	0.16%	6.04%	10.96%	10.25%	9.35%	4.95%
Smart Australian Financials ETF	Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Financials Ex-A-REIT Index.	Australasian Equities	0.54%	0.54%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$36.57M	07/04/2015	No	−4.77%	−3.31%	8.74%	28.63%	17.24%	13.26%	–
Smart Australian Mid Cap ETF	Invests in Australian shares and is designed to track the return on the S&P/ASX Mid Cap 50 Index.	Australasian Equities	0.75%	0.75%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$142.18M	27/04/2004	No	−3.55%	−2.72%	5.12%	14.01%	8.41%	11.87%	9.94%
Smart Australian Property ETF	Invests in Australian property and is designed to track the return on the S&P/ASX 200 A-REIT Equal Weight Index.	Listed Property	0.54%	0.54%	Market Driven	7	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$36.65M	16/12/2014	No	−0.07%	−0.82%	2.05%	15.32%	0.66%	1.89%	5.44%
Smart Australian Resources ETF	Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Resources Index.	Australasian Equities	0.54%	0.54%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$63.91M	07/04/2015	No	−2.76%	−2.18%	0.85%	−2.36%	3.08%	10.40%	–
Smart Australian Top 20 ETF	Invests in Australian shares and is designed to track the return on the S&P/ASX 20 Index.	Australasian Equities	0.60%	0.60%	Market Driven	6	100% / 0%	Passive	–	2 Days	3 Days	Listed PIE	$165.68M	27/02/1997	No	−4.54%	−3.29%	3.38%	13.49%	11.06%	10.11%	6.91%
Smart Australian Top 200 ETF	Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Total Return Index.	Australasian Equities	0.30%	0.30%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$213.64M	15/07/2020	No	−3.66%	−2.54%	5.48%	14.56%	9.99%	–	–
Smart Automation and Robotics ETF	Invests in international shares and is designed to track the return on the iSTOXX® FactSet Automation & Robotics Index.	International Equities	0.75%	0.75%	Market Driven	6	100% / 0%	Passive	–	2 Days	3 Days	Listed PIE	$58.32M	06/06/2019	No	−3.15%	3.76%	17.50%	12.78%	12.78%	14.52%	–
Smart Emerging Markets ESG ETF	Invests in emerging markets shares and is designed to track the return on the MSCI EM IMI ESG Screened Index.	International Equities	0.59%	0.59%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$96.96M	06/06/2019	No	0.33%	8.72%	12.57%	22.36%	7.06%	6.60%	–
Smart Emerging Markets ETF	Invests in international shares and is designed to track the return on the FTSE Emerging Markets All Cap China A Inclusion Index.	International Equities	0.59%	0.59%	Market Driven	5	100% / 0%	Passive	–	2 Days	3 Days	Listed PIE	$169.31M	29/07/2015	No	0.93%	6.98%	16.72%	23.24%	7.22%	6.99%	–
Smart Europe ESG ETF	Invests in European shares and is designed to track the return on the MSCI Europe ESG Screened Index.	International Equities	0.55%	0.55%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$13.32M	06/06/2019	No	3.72%	12.55%	10.86%	20.01%	14.27%	10.48%	–
Smart Europe ETF	Invests in international shares and is designed to track the return on the FTSE Developed Europe All Cap Index.	International Equities	0.55%	0.55%	Market Driven	5	100% / 0%	Passive	Quarterly	2 Days	3 Days	Listed PIE	$90.65M	29/07/2015	No	3.78%	13.43%	10.75%	20.80%	12.62%	10.67%	–
Smart Global Aggregate Bond ETF	Invests in international bonds and is designed to track the return on the Bloomberg Global Aggregate Bond Total Return Index Hedged NZD.	International Fixed Interest	0.30%	0.30%	Market Driven	3	0% / 100%	Passive	Quarterly	2 Days	3 Days	Listed PIE	$218.22M	06/06/2019	No	0.42%	0.33%	0.90%	4.73%	0.10%	−0.99%	–
Smart Global Bond ETF	Invests in international bonds, with the objective of outperforming the Bloomberg Global Aggregate Total Return Bond Index Hedged NZD by 1% per annum over rolling 3-year periods. The investment manager is PIMCO Australia Pty Ltd.	International Fixed Interest	0.54%	0.54%	Market Driven	4	0% / 100%	Active	–	2 Days	3 Days	Listed PIE	$159.49M	12/11/2015	No	0.92%	1.05%	1.26%	4.41%	0.65%	0.76%	–
Smart Global ESG ETF	Invests in international shares and is designed to track the return on the MSCI World Ex Australia Custom ESG Leaders Net Total Return Index.	International Equities	0.54%	0.54%	Market Driven	5	100% / 0%	Passive	–	2 Days	3 Days	Listed PIE	$227.38M	06/06/2019	No	−3.63%	0.62%	11.40%	20.22%	16.61%	14.15%	–
Smart Healthcare Innovation ETF	Invests in international shares and is designed to track the return on the iSTOXX® FactSet Breakthrough Healthcare Index.	International Equities	0.75%	0.75%	Market Driven	6	100% / 0%	Passive	–	2 Days	3 Days	Listed PIE	$22.72M	06/06/2019	No	−3.53%	2.24%	8.05%	10.65%	5.70%	5.94%	–
Smart Japan ESG ETF	Invests in Japanese shares and is designed to track the return on the MSCI Japan ESG Screened Index.	International Equities	0.55%	0.55%	Market Driven	5	100% / 0%	Passive	Quarterly	2 Days	3 Days	Listed PIE	$9.02M	06/06/2019	No	0.22%	8.43%	9.21%	11.60%	11.53%	9.24%	–
Smart NZ Bond ETF	Invests in New Zealand bonds, with the objective of outperforming the S&P/NZX A-Grade Corporate Bond Total Return Index over rolling 3-year periods.	New Zealand Fixed Interest	0.54%	0.54%	Market Driven	3	0% / 100%	Active	Quarterly	2 Days	3 Days	Listed PIE	$446.93M	12/11/2015	No	0.23%	0.81%	2.91%	6.54%	2.80%	1.83%	–
Smart NZ Cash ETF	Invests in New Zealand cash, with the objective of outperforming the S&P/NZX Bank Bills 90-Day Total Return Index over rolling 1-year periods.	Cash and Cash Equivalents	0.20%	0.20%	Market Driven	2	0% / 100%	Active	Semi-annually	2 Days	3 Days	Listed PIE	$610.16M	12/11/2015	No	0.24%	0.73%	2.66%	5.99%	4.23%	2.80%	–
Smart NZ Dividend ETF	Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 High Dividend Index.	Australasian Equities	0.54%	0.54%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$76.27M	07/04/2015	No	−3.40%	−4.57%	−0.80%	4.01%	0.69%	2.68%	–
Smart NZ Mid Cap ETF	Invests in New Zealand shares and is designed to track the return on the S&P/NZX Mid Cap Index.	Australasian Equities	0.60%	0.60%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$139.72M	16/06/1997	No	1.59%	1.52%	7.17%	13.45%	0.68%	3.04%	8.44%
Smart NZ Property ETF	Invests in New Zealand property and is designed to track the return on the S&P/NZX Real Estate Select Index.	Listed Property	0.54%	0.54%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$110.93M	12/11/2015	No	−2.41%	−3.65%	−7.71%	0.65%	−5.24%	−2.86%	–
Smart NZ Top 10 ETF	Invests in New Zealand shares and is designed to track the return on the S&P/NZX 10 Index.	Australasian Equities	0.60%	0.60%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$111.05M	11/06/1996	No	−6.42%	−7.87%	−2.40%	4.53%	2.47%	2.10%	8.11%
Smart NZ Top 50 ETF	Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Portfolio Index.	Australasian Equities	0.50%	0.50%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$583.17M	10/12/2004	No	−1.80%	−2.55%	2.52%	7.40%	1.35%	3.24%	8.47%
Smart S&P/NZX 50 ETF	Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Gross with Imputation Index.	Australasian Equities	0.20%	0.20%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$717.65M	15/07/2020	No	−2.95%	−4.03%	2.24%	8.48%	2.52%	–	–
Smart Total World ETF	Invests in international shares and is designed to track the return on the FTSE Global All Cap Index.	International Equities	0.40%	0.40%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$177.75M	29/07/2015	No	−1.90%	4.18%	14.90%	24.13%	14.83%	13.93%	–
Smart US 500 ETF	Invests in US shares and is designed to track the return on the S&P 500 Index.	International Equities	0.34%	0.34%	Market Driven	5	100% / 0%	Passive	–	2 Days	3 Days	Listed PIE	$753.89M	29/07/2015	No	−3.69%	1.72%	16.02%	26.02%	18.54%	18.02%	–
Smart US ESG ETF	Invests in US shares and is designed to track the return on the MSCI USA ESG Screened Index.	International Equities	0.34%	0.34%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$32.57M	06/06/2019	No	−3.11%	2.76%	18.26%	27.72%	20.29%	18.05%	–
Smart US Large Growth ETF	Invests in US shares and is designed to track the return on the CRSP US Large Cap Growth Index.	International Equities	0.51%	0.51%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$438.88M	29/07/2015	No	−5.06%	2.74%	19.19%	29.62%	20.84%	20.12%	–
Smart US Large Value ETF	Invests in US shares and is designed to track the return on the CRSP US Large Cap Value Index.	International Equities	0.51%	0.51%	Market Driven	5	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$51.21M	29/07/2015	No	−0.93%	1.83%	16.12%	24.57%	15.73%	14.71%	–
Smart US Mid Cap ETF	Invests in US shares and is designed to track the return on the CRSP US Mid Cap Index.	International Equities	0.51%	0.51%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$46.82M	29/07/2015	No	−3.55%	−1.27%	16.53%	22.70%	13.03%	13.56%	–
Smart US Small Cap ETF	Invests in US shares and is designed to track the return on the CRSP US Small Cap Index.	International Equities	0.51%	0.51%	Market Driven	6	100% / 0%	Passive	Semi-annually	2 Days	3 Days	Listed PIE	$39.1M	29/07/2015	No	−6.57%	−6.01%	12.20%	16.97%	11.60%	12.71%	–

Smart InvestNow KiwiSaver Scheme investment options

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Provides exposure to a diversified fund that invests mostly in growth assets. It is designed for investors that want a growth investment option.

Underlying Fund	Description	Sector	PDS	PDS Fee	QFU Fee	Buy/Sell Spread	Risk Indicator	Target Growth/Income Assets	Management Style	Distribution Frequency	Buy Timeframe	Sell Timeframe	Fund Type	Net Assets	Inception Date	1 Month	3 Months	6 Months	1 Year	3 Years	5 Years	10 Years	Smart Investor	External Website
Smartshares Growth Fund	Provides exposure to a diversified fund that invests mostly in growth assets. It is designed for investors that want a growth investment option.	Diversified		0.51%	0.51%	0% / 0%	5	80% / 20%	Passive	–	2 Days	3 Days	PIE	$289.43M	28/10/2016	-1.56%	0.26%	5.79%	13.51%	7.13%	7.55%	–

Important Information

For a description of what each column heading means, please click here.
The performance figures are for periods ending 28 February 2025.
Past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.
Performance data is sourced from Morningstar or from the underlying fund manager.
For any funds offered within the InvestNow KiwiSaver Scheme, the fund performance figures outlined are for the underlying funds that it invests into.
Please note, the PDS fee is the manager’s estimated total annual fund charge as stated in the Product Disclosure Statement (PDS) for this fund. The Quarterly Fund Update (QFU) Fee is the latest actual total annual fund charge reported by the fund for its most recent financial year, as stated in the fund’s most recent Quarterly Fund Update. Both figures include any applicable GST as well as any performance-based fees if applicable.
Transaction-based charges may also apply when you buy or sell a fund, which could include buy/sell spreads (as outlined in the buy/sell spread column), entry/exit fees (denoted by * in the buy/sell spread column), or swing pricing adjustments (denoted by ** in the buy/sell spread column). Please see the PDS for full details on the charges that can apply.
Managed funds in New Zealand must have a standard risk indicator. The risk indicator is designed to help investors understand the uncertainties both for loss and growth that may affect their investment. You can compare funds using the risk indicator – 1 is lower risk and potentially lower returns, while 7 is higher risk and potentially higher returns.
Note that the InvestNow Smartshares Growth Fund invests entirely into the underlying Superlife Growth Fund.

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Smart on InvestNow

How Smart describe themselves:

Smart investment options

Smart InvestNow KiwiSaver Scheme investment options

Latest news & updates from Smart

Smart Fund Updates

ETFs and index investing explained

Five golden principles of investing

7 reasons to invest in Smart ETFs

Join today!

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