What are managed funds?
A simple way to get started with investing.
If you’re in KiwiSaver, you’re already investing in a managed fund, but with some special rules and restrictions. Other managed funds can give you flexibility to decide how much to invest, when to withdraw and how many accounts to have.
Taking your first step into the world of investing can be difficult enough, let alone trying to understand and pick between different options.
We’re here to help. Our guides break down how a managed fund differs from a KiwiSaver scheme and a term deposit. Take a look through the guides linked below – and if you have any more questions, you can always contact us or talk to an adviser through our live chat.
What's your goal?
Whether you're saving up for something special or just looking to put your savings to work, Managed Funds might be the way to go.
Why Kiwi Wealth?
Know what you're getting with Kiwi Wealth
A worldwide investment view
We take a global investment view, so, depending on your fund, part of your investment could be in companies all around the world (like Apple), or in some very smart Kiwi businesses right here in Aotearoa.
Owned by New Zealand
We're 100% Kiwi owned, our profits don't go offshore. They go to our owners: the NZ Super Fund, ACC and NZ Post - organisations that benefit all of us in Aotearoa. Being Kiwi-owned means giving every one of our customers the great Kiwi service they deserve.
Keeping it clean
We dig deep on our investments to make sure they don't include stuff us Kiwi wouldn't be into (like controversial weapons and tobacco). It doesn't stop there, though. Investing in global companies gives us a voice to support environmentally and ethically sound policies to actually create social change. All of the funds in our Managed Funds are certified as responsibly invested by the Responsible Investment Association Australasia.
Get started with just $100
Open a Managed Funds account online with as little as $100, and get the flexibility to invest and withdraw when you need to.
How are our funds performing?
Take a look at how each of our investment funds are doing with up-to-date performance information. Check out the monthly returns for each of our Managed Funds, as well as detailed information on the performance of each of our funds in our quarterly fund updates.
Our funds and fees
Take a look at our Managed Fund options and see what they'll cost
Other ways to invest
You can also open a Managed Funds account for your child, your family trust, or your company
Need some more detail? Here are the key documents for Kiwi Wealth Managed Funds.