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What’s special about
Kiwi Wealth Managed Funds?

One of the most accessible actively managed funds in New Zealand
You can open an account with as little as $500 – making it one of the most accessible actively managed funds in New Zealand. Similar investments can require thousands of dollars to join. 
Make regular investments into your account
Once you have an account up and running, regular investments can be made from just $50 per payment with the flexibility to contribute when you choose.
Access your investment when you need it

Unlike some term deposits or savings accounts, there are no penalties for making withdrawals from your investment, and you can set up regular withdrawals that work for you.

Get the flexibility you need to reach your goals

You can open multiple Kiwi Wealth Managed Funds investment accounts to help you manage different savings goals e.g: new home, child’s education, dream holiday. Each investment account is subject to the $500 minimum initial investment.

Contribute to your child's financial future

You can open a Kiwi Wealth Managed Funds account on behalf of your child – it’s a great way to invest in a young person’s future.

For full terms and conditions on Kiwi Wealth Managed Funds, download a copy of the Product Disclosure Statement.

The Product Disclosure Statement for Kiwi Wealth Managed Funds was registered on 21 June 2019 and can be viewed on the Disclose Register at www.companiesoffice.govt.nz/disclose under ‘Kiwi Wealth Managed Funds’.

How do I invest?

If you want to open a Kiwi Wealth Managed Funds account in your own name or a jointly held account with another person, it only takes a few minutes and you can do it online. Click the button to get started.

Open my new account

Other ways to invest

If you want to open an account on behalf of your child, all you need to do to is:

Kiwi Wealth Managed Funds is available for investment by most types of New Zealand based entities, such as trusts, companies, estates, and partnerships.

If you are trustee for a family trust, or responsible for putting your company’s cash reserves to work, Kiwi Wealth Managed Funds might be a suitable investment option.

To invest, you’ll need to:

DOWNLOAD

Fund updates

Click on the links below to view the fund updates for each fund.

Kiwi Wealth Managed Funds Documents

Links

Product Disclosure Statements

Kiwi Wealth® is a registered trademark of Kiwi Wealth Investments Limited Partnership. Future You® is a registered trademark of Kiwi Wealth Limited. Kiwi Wealth Limited is the issuer and manager of the Kiwi Wealth KiwiSaver Scheme and Kiwi Wealth Managed Funds.

 

Kiwi Wealth Investments Limited Partnership is the issuer and manager of the Kiwi Wealth Super Scheme.

 

© 2019 Kiwi Wealth Limited

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