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Kiwi Wealth Managed Funds

Flexibility to invest when you want to and access your investment when you need to.

What is 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 to invest in one or a combination of these funds to suit your investment timeframe, savings goals, and attitude to risk.

Our funds are actively managed by our expert investment team, whose objective it is to grow your savings while aiming to protect your wealth.

With the ability to make investments when you want to and withdraw from your investment when you need to, it’s the smart way to save for your goals.  

What’s special about Kiwi Wealth Managed Funds?

  • You can open an account with Kiwi Wealth Managed Funds for as little as $500 – making it one of the most accessible actively managed funds in New Zealand. The only criteria to get started is that you must be a New Zealand tax resident.
  • Once you have a Managed Funds account up and running, regular investments can be made from just $50 per payment with the flexibility to contribute as and when you choose
  • You can access your investment when you need it. Unlike some term deposits or savings accounts, there are no term break fees 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 your progress towards different savings goals e.g.: wedding, new home, child’s education. 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’.

How do I invest?

All you need to do to open a Kiwi Wealth Managed Funds account is to;

Already an investor in Kiwi Wealth Managed Funds?

Access your Kiwi Wealth Managed Funds details online by clicking the Login button below and entering your login details.

If you are having trouble logging in, please contact our customer services team on 0800 427 384 or email questions@kiwiwealth.co.nz

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