InvestNow Foundation Series US Dividend Equity Fund
Investnow Foundation Series US Dividend Equity Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 91 members and holds $1 million. It opened in 2025.
Fees and returns
- Annual fee
- 0.06% of your balance each year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 100%.
Largest holdings
- Schwab U.S. Dividend Equity Etf 99.75%
- Cash At Bank (Bnz) 0.24%
About this fund
A newer InvestNow Foundation Series fund (low-cost house range) tracking US dividend-paying companies through a Schwab US Dividend Equity ETF. The dividend screen makes its company mix different from a plain S&P 500 fund. It has an annual fund charge of 0.06%.