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The NZ Funds KiwiSaver Scheme

Interested in joining?
Transferring from Australia?
1.Balanced
2.Self Select
3.Life Cycle
Likelihood of higher balance at retirement
Likelihood of higher balance at retirement
Likelihood of higher balance at retirement
*Likelihood of higher balance at retirement in Self Select will be highly impacted by Members' Strategy allocations over time.
**Different funds have different risk profiles. See the NZ Funds KiwiSaver Scheme Product Disclosure Statement for more information on risk, or talk to your financial adviser.
Who’s it for?
The Balanced Fund is a simple option with
zero management fees available for everyone
but great for someone starting out on their
wealth journey
Who’s it for?
Self Select allows you to
customise your asset allocation
to suit your needs
Who’s it for?
Our proprietary Life Cycle software
adjusts your asset allocation
automatically as you age
Asset allocation
Asset allocation
Asset allocation
Passive management
Passively managed with
no downside mitigation
Active management
Access to three actively
managed strategies with
downside mitigation
Active management
Allocation into three actively managed
strategies with downside mitigation and
automated asset allocation
Responsible investment
All of our funds are
responsibly invested
Responsible investment
All of our funds are
responsibly invested
Responsible investment
All of our funds are
responsibly invested
What if I need advice?
Access our call centre
What if I need advice?
Personal financial adviser
What if I need advice?
Personal financial adviser
Management fees*
*Estimated annual fund charges
as disclosed in the current PDS.
Management fees*
*Estimated annual fund charges
as disclosed in the current PDS.
Management fees*
*Estimated annual fund charges
as disclosed in the current PDS.
1.Balanced
Likelihood of higher balance at retirement
*Different funds have different risk profiles. See the NZ Funds KiwiSaver Scheme Product Disclosure Statement for more information on risk, or talk to your financial adviser.
Who’s it for?
The Balanced Fund is a simple option with
zero management fees available for everyone
but great for someone starting out on their
wealth journey
Asset allocation
Passive management
Passively managed with
no downside mitigation
Responsible investment
All of our funds are
responsibly invested
What if I need advice?
Access our call centre
Management fees*
*Estimated annual fund charges
as disclosed in the current PDS.
Ready to join?
Call us on 0800 377 2277 or email us on [email protected]