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  2. Kiwi Wealth Managed Funds

What is an Investment Mandate?

For each Investment Account, you need to choose which fund(s) to invest into. You currently have three choices: Conservative Fund, Balanced Fund, or Growth Fund. This choice is called your Investment Mandate.

Your investment mandate could be a mix of these funds. However, if you want to apply online, you can currently only select a single fund to invest in for each Investment Account. You can contact us after opening your account online (before making your first investment) if you want to invest in more than one fund.

When you make an investment or withdrawal, we process your request in accordance with your Investment Mandate, unless you tell us otherwise.

You can change your Investment Mandate at any time (even if you applied online) by completing the Changing Investments Form.