View types of funds
With one simple purchase you get an investment in a range of financial products, such as listed companies or government bonds, spreading your risk more broadly. Increased diversification aims to smooth out volatility in your investment portfolio.
Simple fee structure with no performance based fees.
Option to sign up for our regular savings plan.
Generally lower fees than other New Zealand managed funds.
It’s easy to sign up and apply. Buy units in Smartshares via your NZX Participant, or directly with Smartshares.
Participate in the Smartshares regular savings plan – payments can be from as little as $50 a month and can be started or stopped at any time.
The regular savings plan allows you to benefit from dollar cost averaging. This lessens the risk of investing a large amount in a single investment at the wrong time.
Where distributions are paid, you have the option of taking the income or reinvesting in the same fund for no additional cost.
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.
Purchasing Smartshares ETFs does not guarantee a profit or assure against losses.
Price of units can go up and down and units can trade at a discount or a premium, which means the purchase price of a unit can differ from the value of the underlying fund assets.
A more comprehensive description of the risks in this type of investment can be found in the Product Disclosure Statement.
Smartshares Limited
Level 7, Zurich House
21 Queen Street
PO Box 106 555
Auckland 1143
Phone: 0800 80 87 80
