Invest > Kiwi Wealth Managed Funds
Kiwi Wealth Managed Funds offers another way to manage saving towards your life goals.
The scheme has three funds to choose from: Conservative, Balanced and Growth. You can choose a fund to suit your investment timeframe, savings goals, and attitude to risk.
Our funds are actively managed by our expert investment team, whose objective is to grow your savings while aiming to protect your wealth.
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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.
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.
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’.
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.
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:
Click on the links below to view the fund updates for each fund.
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.
© 2020 Kiwi Wealth Limited
