Sharesies Smartshares Balanced Fund
Sharesies Smartshares Balanced Fund is a balanced KiwiSaver fund managed by Sharesies. It has 2,563 members and holds $47 million. It opened in 2023.
Fees and returns
- Annual fee
- 0.50% of your balance each year
- Return over 1 year
- +8.3% a year
- Return over 3 years
- +7.7% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 40%, international fixed interest 16%, new zealand fixed interest 16%, australasian equities 14%.
Largest holdings
- SuperLife Balanced Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +8.3% |
| 2024/25 | +4.7% |
| 2023/24 | +10.3% |
About this fund
The Sharesies Smartshares Balanced Fund invests wholly in the SuperLife Balanced Fund (part of the Smartshares range) — a passively built balanced mix of international and Australasian shares, fixed interest and cash — accessed through the Sharesies platform. It has operated since 2023 and carries an annual fund charge of 0.5%.