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Sharesies KiwiSaver Scheme
Sharesies KiwiSaver Scheme is a KiwiSaver provider that runs 11 KiwiSaver funds, has 36,011 members, manages $710 million, or 0.5% of the KiwiSaver market.
About Sharesies KiwiSaver Scheme
Sharesies is a Wellington-based, New Zealand-owned investing platform that added KiwiSaver in 2023. Members choose from a set of base funds covering conservative through high growth, including both index and actively managed options, and can also put up to half the balance into self-selected New Zealand and US-listed shares and ETFs. The fee depends on the mix of funds held, with some low-cost index options and higher-cost active funds in the range. As a newer scheme, Sharesies does not yet have a five-year KiwiSaver track record.
Key facts
- Ownership
- NZ-owned
- KiwiSaver scheme established
- 2023
- Investment approach
- Base funds + self-select
- KiwiSaver funds under management
- $710 million (0.5% of the KiwiSaver market)
- Members
- 36,011
- Average member balance
- $19,695
- KiwiSaver funds offered
- 11
- Annual fee range
- 0.09% – 1.49%
Fund range by risk profile
- Conservative: 1 fund
- Balanced: 2 funds
- Growth: 3 funds
- Aggressive: 5 funds
KiwiSaver funds offered by Sharesies KiwiSaver Scheme
| Fund | Risk profile | Annual fee | 1 year | 5 years p.a. |
|---|---|---|---|---|
| Sharesies Smartshares Conservative Fund | Conservative | 0.47% | +5.1% | Not reported |
| Sharesies Milford Balanced Fund | Balanced | 1.07% | Not reported | Not reported |
| Sharesies Smartshares Balanced Fund | Balanced | 0.50% | +8.3% | Not reported |
| Sharesies Fisher Funds Growth Fund | Growth | 1.20% | Not reported | Not reported |
| Sharesies Pathfinder Ethical Growth Fund | Growth | 1.35% | +8.9% | Not reported |
| Sharesies Smartshares Growth Fund | Growth | 0.51% | +10.2% | Not reported |
| Sharesies Generate Focused Growth Fund | Aggressive | 1.31% | Not reported | Not reported |
| Sharesies Milford Aggressive Fund | Aggressive | 1.15% | +6.3% | Not reported |
| Sharesies PIE Global Growth 2 Fund | Aggressive | 1.49% | +20.8% | Not reported |
| Sharesies Total World Share Fund | Aggressive | 0.12% | Not reported | Not reported |
| Sharesies US500 Fund | Aggressive | 0.09% | +15.9% | Not reported |
Figures are after fund charges and tax, sourced from the FMA Disclose Register. Past performance is not a reliable indicator of future returns.