InvestNow KiwiSaver Scheme

A truly flexible KiwiSaver option.

The InvestNow KiwiSaver Scheme is an alternative to traditional KiwiSaver Schemes, that puts you in charge of selecting the investments within your KiwiSaver. Pick and choose from a range of 28 managed funds from 9 expert fund managers. Choose one OR choose a combination – the choice is yours.

Click here to see Disclosure Material & Fund Updates

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22

Active Funds

22 actively managed funds to choose from.

6

Passive/Index Funds

6 passively managed funds (Index Funds) to choose from.

14

Single-Sector Funds

14 single-sector/asset-class funds to choose from.

8

Diversified Funds

8 Conservative, Balanced and Growth funds to choose from.

View the full range of funds

InvestNow KiwiSaver Scheme Fees

Low fund charges & no KiwiSaver administration fees!

If fees are the deciding factor, 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 what fund (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.

Fee Comparison

How we compare to the five largest KiwiSaver Schemes

We’ve developed the InvestNow KiwiSaver Scheme to offer real value to our customers. One of the ways we’ve done that is by choosing not to charge any KiwiSaver admin fees.

Here’s how we compare to the five largest KiwiSaver schemes…

“Admin Fee” figures are estimates sourced from each scheme’s Product Disclosure Statement (PDS)
or the Fees and Other Charges document available on the Disclose Register.

See more comparisons

The Underlying Fund Managers

We’ve partnered with 9 expert fund managers.

We’ve got expert fund managers covering a wide range of sectors and management styles, within the InvestNow KiwiSaver Scheme. What this means is you’ll be able to mix and match investments from multiple fund managers that specialise in different areas. See here for a list of the fund managers we have partnered with to provide the investment options within the InvestNow KiwiSaver Scheme.

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.

Once you have selected the initial funds for your KiwiSaver portfolio, you can change/rebalance it at any time in the future – there are two options:

  1. Future only – Any changes you make will only apply to your future contributions
  2. Current and future – Any changes you make will apply to both your current holdings, plus all future contributions you make

To make any such changes, select the “Change my portfolio” page when logged into your KiwiSaver portfolio.

Find out more about how to make changes to your KiwiSaver portfolio by referring to our FAQ here.

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.

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New Customers

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

Create an account