Sharesies Smartshares Conservative Fund
Sharesies Smartshares Conservative Fund is a conservative KiwiSaver fund managed by Sharesies. It has 1,438 members and holds $21 million. It opened in 2023.
Fees and returns
- Annual fee
- 0.47% of your balance each year
- Return over 1 year
- +5.1% a year
- Return over 3 years
- +5.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International fixed interest 28%, new zealand fixed interest 28%, international equities 19%, cash and cash equivalents 15%.
Largest holdings
- SuperLife Conservative Fund 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +5.1% |
| 2024/25 | +4.1% |
| 2023/24 | +7.1% |
About this fund
The Sharesies Smartshares Conservative Fund invests wholly in the SuperLife Conservative Fund (part of the Smartshares range) — a passively built conservative multi-asset portfolio of domestic and global income assets with some growth exposure — accessed through the Sharesies platform. It has operated since 2023 and carries an annual fund charge of 0.47%.