Sharesies US500 Fund
Sharesies US500 Fund is an aggressive KiwiSaver fund managed by Sharesies. It has 11,727 members and holds $230 million. It opened in 2025.
Fees and returns
- Annual fee
- 0.09% of your balance each year
- Return over 1 year
- +15.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 99%.
Largest holdings
- Vanguard S&P 500 ETF 99.49%
- USD Cash Call a/c 0.51%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +15.9% |
About this fund
The Sharesies US500 Fund invests wholly in a US-listed exchange-traded fund that gives exposure to large US companies (tracking a Morningstar US large-cap benchmark), similar to an S&P 500 fund. It began in 2025 and carries an annual fund charge of 0.09%.