Exchange Traded Funds (ETFs) are one of the fastest growing investment products in the world.

Smartshares offers access to a comprehensive selection of global and domestic ETFs across the main investment asset classes of Cash, Bonds, Shares and Property. Depending on which ETF you choose, the fund may contain a portfolio of securities that seeks to:

Track the performance of a specific index, such as the NZ Top 10 Fund (TNZ) which tracks the S&P/NZX 10 Index and comprises 10 of the largest listed companies on the New Zealand stock exchange (NZX); or

Outperform a specific index, such as the Global Bond Fund (GBF) which aims to outperform the Barclays Global Aggregate Index and may include government bonds or bank securities.

Some of the Smartshares ETFs gain exposure to global markets by investing directly in an underlying fund. For these ETFs, it is the underlying fund that contains a portfolio of securities designed to track a specific index.

Smartshares funds are listed on NZX so you can buy or sell them just like individual shares. Each Smartshares ETF is designed to provide investors with similar returns to a direct investment in all the securities that make up the ETF.


SMARTSHARES

Smartshares is the pioneer of ETFs in New Zealand, launching the first ETF (the NZ Top 10 Fund - TNZ) in 1996.

WHO WE ARE

The Smartshares board of four directors is profiled below.

Paul Baldwin

Chairman

Paul is a Smartshares Director, and a director of NZX Wealth Technologies. He has extensive funds management experience having previously worked for ASB leading its investment and wrap platform business, and prior to that was a corporate trustee, and Head of Retail Custodial Operations at Trustee Executors.

Mark Peterson

Director

Mark is a director of the Smartshares board, and CEO of NZX. Mark has previously worked in a number of senior finance roles including Managing Director ANZ Securities. He has held executive roles with FNZC and The National Bank of NZ, and ANZ Institutional Bank. He is a former Chairman of the NZ Securities Industry Association.

Guy Elliffe

Independent Director

Guy is an Independent Director of Smartshares. He is currently Corporate Governance Manager at the Accident Compensation Corporation. Previously he was Head of Equities at AMP Capital Investors (New Zealand) Limited, and he has held a range of senior investment roles in New Zealand and the US.


John Williams

Independent Director

John is an Independent Director of Smartshares. He is currently the Investment Manager at Trust Investments Management Limited. Previously he was a Key Client Manager at Vanguard Investments, and has held a range of investment strategy and consulting roles in the New Zealand institutional market.

Lindsay Wright

Non-Independent Director

Lindsay is a Non-Independent Director of Smartshares. She is also a director of NZX Limited and was most recently Head of Distribution and Co-Head of APAC at BNY Mellon Investment Management, the global investment arm of BNY Mellon. She has held executive roles with Invesco Hong Kong, Harvest Alternatives Investment Group and Harvest Capital Management.


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FAQS

Glossary

How to get SmartShares

Choose from one of three easy investment options and take advantage of flexible payment terms.

Online

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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NZX Participant

You can buy units in Smartshares funds through an NZX Participant, just like ordinary shares.

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Authorised Financial Adviser

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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