Our fees
Know what you're paying
There is one annual fee that applies for each of our Managed Funds. There are also some ‘Other costs’ that flow through to our funds which we’ve estimated in the table below (don’t worry – we don’t expect they’ll vary too much from the estimate).
Unlike some other providers, we don’t charge performance fees on top of the return your investment makes, so you get to keep more of your returns.
| Fund | Annual management fee* | Other costs (estimate)* | Total estimated annual fund charges* |
|---|---|---|---|
| Conservative | 0.70% | 0.01% | 0.71% |
| Balanced | 0.80% | 0.05% | 0.85% |
| Growth | 0.90% | 0.07% | 0.98% |
For more information on our fees, read the Kiwi Wealth Managed Fund Product Disclosure Statement on our Managed Funds key documents page.
Transaction costs
The spread rates are currently set to zero for all funds.
What you get with us
Choosing the right fund for your investment goals and timeframe should be about more than fees.