InvestNow KiwiSaver Scheme – Comparison

Low fund charges & no KiwiSaver administration fees!

If fees are the deciding factor when choosing a KiwiSaver provider, we’ve got you covered! The InvestNow KiwiSaver Scheme has low-cost investment options with management fees starting from just 0.27% p.a., including GST. The total fees you’ll pay will be determined by which of the 28 funds (or combination of funds) you choose to invest in.

We’ve also made the decision not to charge any KiwiSaver administration fees! The fees charged by the underlying managed funds will be the only fees you pay.

You can view the full range of fees and charges by going to the InvestNow KiwiSaver Scheme – Fees & Charges table.

Join Now

KiwiSaver Admin Fees & Fund Charges

How the InvestNow KiwiSaver Scheme compares to ‘The Big Five’

‘The Big Five’ are the five largest KiwiSaver schemes as at March 31 2020, making up 67.7% of  KiwiSaver funds under management, which translates to $42 billion of the $62 billion-dollar KiwiSaver market. Below are tables representing comparisons of KiwiSaver Administration Fees & Fund Charges for the lowest cost investment options within the InvestNow KiwiSaver Scheme and ‘The Big Five’ KiwiSaver Schemes.

*InvestNow = InvestNow KiwiSaver Scheme. ANZ = ANZ, ANZ Default & OneAnswer KiwiSaver Schemes. AMP = AMP KiwiSaver Scheme. ASB = ASB KiwiSaver Scheme. Westpac = Westpac KiwiSaver Scheme. Fisher Funds = Fisher Funds & Fisher Funds TWO KiwiSaver Schemes. “Admin Fee” and “Total Annual Fund Charges” are estimates and sourced from each scheme’s Product Disclosure Statement (PDS) or ‘Fees and Other Charges’ document available on the Disclose Register.

You can view the full range of fees and charges for the InvestNow KiwiSaver Scheme by going to the InvestNow KiwiSaver Scheme – Fees & Charges table.

Frequently Asked Questions

Joining the InvestNow KiwiSaver Scheme is quick and easy! If you’re an existing customer, all you need to do is log in to the InvestNow KiwiSaver Scheme portal using your existing InvestNow account details. If you’re not an existing InvestNow customer, you’ll need to create a free InvestNow account first, and then set your InvestNow KiwiSaver Scheme account up.

Once you’ve created your InvestNow KiwiSaver Scheme account, simply select your investments and confirm your transfer from your previous KiwiSaver provider. We’ll take care of the rest and let you know when your KiwiSaver funds are in your InvestNow KiwiSaver Scheme account.

Having 28 managed funds to choose from inside the InvestNow KiwiSaver Scheme is fantastic, but we also recognise that this can be a little overwhelming when you are new to investing.

If you need help getting started with your InvestNow KiwiSaver Scheme portfolio, check out the InvestNow KiwiSaver Scheme Getting Started Guide and follow the steps. If you need help finding out what type of investor you are, use the Sorted Investor Kickstarter questionnaire.

For those of you who want to jump straight in instead of choosing multiple single-sector funds to build a diversified portfolio, we have a range of easy-select diversified funds available to suit a range of risk profiles. You could simply select the diversified fund(s) suitable for your risk profile. The choice is yours.

Yes – we have a range of easy-select diversified managed funds to choose from. See the InvestNow KiwiSaver Scheme – Range of Managed Funds page for a list of these funds.

You can view the InvestNow KiwiSaver Scheme Disclosure Material here, where you’ll find all Product Disclosure Statements, OMI, SIPO and Fees & Charges documents. Please note, you can also view all information relating to the InvestNow KiwiSaver Scheme on the Disclose Register website.

Click here to see more Frequently Asked Questions.

Joining the InvestNow KiwiSaver Scheme

Existing Customers

To join, simply log in to the InvestNow KiwiSaver Scheme portal using your existing InvestNow account details.

Login

New Customers

To join the InvestNow KiwiSaver Scheme, first you’ll need to create an InvestNow account.

Create an account