InvestNow KiwiSaver Scheme – Range of Managed Funds
Range of Investment Options
The InvestNow KiwiSaver Scheme gives you the ability to invest your KiwiSaver funds across a range of 28 managed funds. We’ve focused on providing options across all major sectors/asset classes, as well as diversified options, from 9 expert investment managers.
Range of Fees
The InvestNow KiwiSaver Scheme offers competitive fees, ranging from 0.27% p.a. to 1.53% p.a. (inc. GST) depending on which fund you choose to invest in. On top of this, we’ve made the choice not to charge any KiwiSaver administration fees! See the fund selector below for a list of the available funds within the InvestNow KiwiSaver Scheme.
Found 28 Results
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| FUND MANAGER | SECTOR | FEE | PDS |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.27% | Download |
| All Country Global Shares Index Fund | International Equities | 0.40% | Download |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 1.32% | Download |
| AMP Capital Global Property Securities Fund | Listed Property | 1.38% | Download |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.58% | Download |
| Australasian Property Index Fund | Listed Property | 0.45% | Download |
| Castle Point 5 Oceans Fund | Diversified | 1.36% | Download |
| Castle Point Trans-Tasman Fund | Australasian Equities | 1.07% | Download |
| Clarity Global Shares Fund | International Equities | 1.06% | Download |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 1.14% | Download |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.65% | Download |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.41% | Download |
| Hunter Balanced Fund | Diversified | 0.37% | Download |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.54% | Download |
| Hunter Growth Fund | Diversified | 0.37% | Download |
| Milford Balanced Fund | Diversified | 1.08% | Download |
| Milford Conservative Fund | Diversified | 0.95% | Download |
| Mint Australasian Equity Fund | Australasian Equities | 1.36% | Download |
| Mint Diversified Growth Fund | Diversified | 1.36% | Download |
| Mint Diversified Income Fund | Diversified | 1.08% | Download |
| NZ Shares Index Fund | Australasian Equities | 0.33% | Download |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.78% | Download |
| Russell Investments Global Shares Fund | International Equities | 1.50% | Download |
| Russell Investments Hedged Global Shares Fund | International Equities | 1.53% | Download |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.76% | Download |
| Salt Enhanced Property Fund | Listed Property | 1.15% | Download |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 1.16% | Download |
| T. Rowe Price Global Equity Growth Fund | International Equities | 1.20% | Download |
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Notes
- Fees are estimated as a percentage per annum of the Fund’s net asset value and include GST, where applicable. Performance based fees may apply and have been included in the fee estimate where appropriate. Buy/sell spreads or swing pricing adjustments may also apply to investments and/or redemptions – see the Fees and Charges Table for the current spreads/adjustments.
- 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.
- We offer actively managed funds as well as passively managed funds (index funds). Diversified funds which mainly use index funds as their underlying investments have been labelled as “passive” in the Management Style filter.