With one simple purchase you get an investment in a range of securities, such as listed companies or government bonds, spreading your risk more broadly.
The funds keep costs down because in most cases we do not need to make active investment decisions, which may require spending on research and analytical expertise.
Smartshares units trade like individual shares. From as little as $500 up front and $50 per month, our regular savings plan is a simple and affordable way to accumulate units.
The funds enable you to build a global portfolio in NZD, without having to worry about the complexity of managing foreign currencies or overseas tax. Distributions are paid in NZD and automatically reinvested for you, unless you choose to receive them in cash.
Choose from one of three easy investment options and take advantage of flexible payment terms.
Smartshares accepts direct investments from new investors for as little as $500 per fund. Read the Product Disclosure Statement then apply online.
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You can buy units in Smartshares funds through an NZX Participant, just like ordinary shares.
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Ask your financial adviser about Smartshares funds, as many AFAs have arrangements for buying these products either through Smartshares or an NZX Participant.
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Smartshares Limited
Level 7, Zurich House
21 Queen Street
PO Box 106 555
Auckland 1143
Phone: 0800 80 87 80
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