Click here to learn about SuperLife's income reinvestment and investment strategy rebalancing options. $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). The NZ Core Equity Trust aims to provide investors with the benefits of long-term capital growth by investing in a diversified portfolio of financial products listed in New Zealand, with increased exposure to small companies and value companies relative to a market weighted portfolio. The paper statements fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). If you've been a member of KiwiSaver for 3 years you may be able to withdraw some of your KiwiSaver savings to put towards purchasing your first home. pdf, 573 KB. The Smartshares NZ Cash ETF invests in cash and cash equivalents, with the objective of outperforming the S&P/NZX Bank Bill 90-Day Index over rolling 1-year periods. You can google “Stock Broker NZ” to contact any broker firm and set up an account. Click here to learn about SuperLife Age Steps. $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Click here to read our PIR tax rate guide. Smartshares are 35 exchange traded funds (ETFs) offered by a company owned by the NZX. Say I want to get my money out of smart shares for whatever reason, it says the product isn't redeemable for cash but I can sell them (at the current market rate). The investment manager for the fund is Nikko Asset Management New Zealand Limited. The Smartshares NZ Cash ETF invests in cash and cash equivalents, with the objective of outperforming the S&P/NZX Bank Bill 90-Day Index over rolling 1-year periods. 1% of the amount transferred or $500 (whichever is greater). $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). BackSmartshares NZ Cash ETF - Fund Update - 30 June 2019 14/8/2019, 4:31 pm FNDUPDTE. Currently they have 23 ETFs. Furthermore, in January Smartshares in-housed investment duties for its $180 million cash ETF, previously managed by Nikko. Other existing ETFs that will fall into the core bucket include the Global Aggregate Bond fund (that feeds into a BlackRock iShares product), the US S&P 500 tracker and the NZ Cash fund. 21 Queen Street Administration fee: $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). The latest fund information for Smartshares NZ Cash, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us).   The objective of the fund is to outperform the NZX 90-Day Bank Bill Index over a rolling one-year period. }); Smartshares allows you to invest across the main classes of cash, bonds, shares, and property with ease. The AMP NZ Share index funds is a similar fund as the Smartshares NZ Top 50 ETF, but at a cheaper rate- there is some difference between the two. Copy Link Share Link You won't be able to access your changes if you close this page without copying or sharing the link Smartshares Exchange Traded Funds – read our Investment Statement and learn more about our products. Funding Agency 15/05/21 GB, Hong Kong and Shanghai Banking Corp. Ltd. FRN, Investor Returns (After fees, after tax 28%). Cash: Cash and equivalents: NZ: 0.41%: Full list of investments this fund holds. During the FMA debate, Rebecca Thomas, Mint Asset Management chief – arguing in the active camp – pointed out that some Smartshares NZ equities ETFs still cost 50 basis points, high by global standards. Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Portfolio Index. Simplicity is a nonprofit ethical fund manager, aimed to help Kiwis get … Best for investing in managed funds If you’re doing a Sharesies vs InvestNow comparison, you’ll be interested to learn that both providers provide access to managed funds. $30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). NZX operates New Zealand capital, risk and commodity markets. Transfer to a low fee KiwiSaver provider that offers the flexibility you’re used to. For further information regarding Smartshares visit www.smartshares.co.nz el.attr('disabled', true); The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Bonds and Cash NZ BOND ETF (NZB) The Smartshares NZ Bond ETF invests in New Zealand fixed interest assets, with the objective of outperforming the S&P/NZX A-Grade Corporate Bond Index over rolling 3-year periods. Website Terms of Use | Download Smartshares Exchange Traded Funds 5 Fund Description and investment objective Risk indicator Fund charges (% per annum of the fund’s net asset value) SmartINCOME The SmartINCOME funds are actively managed and made up of interest bearing assets, bonds and other xed interest assets across New Zealand and a range of global markets. }); Top 10 issuer exposure as at 30 September 2020. Updated quarterly. You can build up a portfolio of securities that: For Australian funds, the fee estimate has been taken from the latest Product Disclosure Statement for each fund. There is one provider of exchange-traded funds in New Zealand, the New Zealand Exchange, under the SmartShares brand. superlife@superlife.co.nz 0800 27 87 37 STATEMENTS OF INVESTMENT POLICY AND OBJECTIVES, MKTUPDTE: NZC: NZC NTA 11-01-2021 $2.95369, Fonterra Cooperative Group Ltd 08/10/21 FRN, NZ Local Govt. Eleven ETFs track both New Zealand and Australian stocks, nine invest directly into US listed Vanguard ETFs, and three have outsourced active management covering fixed income and cash. It created New Zealand’s first ETF (the NZ Top 10 Fund) in 1996. “Many New Zealand shareholders own shares in just one or a few companies. Smartshares Exchange Traded Funds 5 Fund Description and investment objective Risk indicator Fund charges (% per annum of the fund’s net asset value) SmartINCOME The SmartINCOME funds are actively managed and made up of interest bearing assets, bonds and other xed interest assets across New Zealand and a range of global markets. SMARTSHARES US 500 ETF (FND1106) Full portfolio holdings 30 Sep 2020.csv ... Smartshares Exchange Traded Funds - Smartshares ETFs built with iShares Series - Product Disclosure Statement.pdf. The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). You will be charged this fee if you transfer your investment from the Scheme to a UK pension scheme or another ROPS. Click here to learn more. The relevant gross fee is calculated using your PIR. $18 a year (you will only be charged this fee if you choose to receive statements and other SuperLife communications in paper form). Smartshares New Zealand Cash Trust is an exchange-traded fund incorporated in New Zealand. Click here for an overview of your options when you reach your KiwiSaver retirement age. The transfer fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). el.removeAttr('disabled'); In order to sell your Smartshare ETF, you will need a broker to put your holding on the stock market.   Click here to view our sector and ETF funds. Bonds and Cash GLOBAL BOND ETF (GBF) The Smartshares Global Bond ETF invests in international fixed interest assets, with the objective of outperforming the Barclays Global Aggregate Index by 1% per annum over rolling 3-year periods, hedged against the New Zealand dollar. ... and income assets (bonds, cash) that this fund held on 30 September 2020. Fee estimates for PIE funds reflect the total expense ratio in the Fund Updates provided to the Disclose Register (note that this figure includes GST and any performance-based fees), unless we have been advised of a more recent change. Click here to read our frequently asked questions on "MTCs". The relevant gross fee is calculated using your PIR. Click here to view our frequently asked questions on investing. setTimeout(function () { Get detailed information about the Smartshares NZ Cash ETF including Price, Charts, Technical Analysis, Historical data, Smartshares NZ Cash Reports and more. Combine your KiwiSaver with low fees and a passive investment strategy. Day Change. SuperLife disability insurance protects you from the loss of income from a severe disability that prevents you from working for an extended period. Privacy Policy. The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. Distributions are paid in NZD and automatically reinvested for you, unless you choose to receive them in cash. Bonds and Cash S&P/NZX NZ Government Bond ETF (NGB) The Smartshares S&P/NZX NZ Government Bond ETF is designed to track the return on the S&P/NZX NZ Government Bond Index. The investment manager for the fund is PIMCO Australia Pty Ltd. Fee Amount; Fund Charges: 0.49% per annum of fund's net value. Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). Frequently Asked Questions Articles and Guides. Click here to learn about SuperLife's myFutureFund. Click here to view the returns and fees for all of SuperLife's funds. The NZ Cash Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand cash market. Fee Amount; Fund Charges: 0.49% per annum of fund's net value. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. Click here for information on choosing your investment strategy. SmartShares is a member of the NZX Group (the New Zealand stock exchange). To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. Click here to learn more. Auckland 1143, Product Disclosure Statement | The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). Click here to learn more. Administration fee: $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Fee Amount; Fund Charges: 0.49% per annum of fund's net value. The relevant gross fee is calculated using your PIR. $('.btn.download').on('click', function () { $(function () { SuperLife offers reduced premiums for insurance that puts you in control. Click here to learn how NZ Super works and the current rates. We're committed to making the transfer process as simple as possible. Click here to learn more. Click here to learn more. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. The ETFs charge fees between 0.33% and 0.75% offer a choice as to where to invest - Kiwi companies, global companies, emerging markets, mining, property and bonds and government debt. PO Box 106 555 The S&P/NZX NZ Government Bond Index is made up of sovereign bonds issued by the New Zealand Government. Smartshares charges a $30 setup fee when you first apply, while annual management fees vary depending on the fund you choose and range from 0.20% to 0.75%. Lots of people don’t know that. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. There's no minimum age to join KiwiSaver. The average mix for aggressive managed funds is in grey. The relevant gross fee is calculated using your PIR. 1% of the amount transferred or $500 (whichever is greater). Funds Summary Why try to pick stocks when you can own the whole index? Click here to learn about SuperLife Invest, our most flexible investments/savings scheme. Smartshares - A member of the NZX Group. Administration fee: $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). ... Smartshares NZ Cash ETF NZC-NZ Add to Portfolio. Smartshare is not an investment fund, they will not cash out the ETF for you. Smartshares Limited has provided a copy of the Fund Update for the quarter ended 30 June 2019. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. PO Box 105262, Auckland City 1143, SuperLife for KiwiSaver SuperLife for Investments SuperLife for UK pension transfers, How Can We Help You? Click here to view all previous fund updates. Click here to learn more about KiwiSaver for members under age 18. Articles and GuidesFrequently Asked QuestionsLegal Documents, Workplace savings (superannuation)KiwiSaverInsurance. Build a portfolio of funds that invests across New Zealand, Australia and a broad range of global stock exchanges. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Vanguard through Simplicity. Smartshares is New Zealand’s leading passive investment manager and the pioneer of Exchange Traded Funds (ETFs) in New Zealand, launching the first ETF in 1996. Click here to learn more. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. }, 2000); SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). Access a wide selection of domestic and global Exchange Traded Funds (ETF) with Smartshares! SuperLife medical insurance lets you insure against part or all of your medical expenses; from doctors' visits and prescriptions, to surgery and hospital care. Last price $ 2.953. Institutional investors can make basket withdrawals (or, in the case of the NZ Cash Fund, NZ Bond Fund and Global Bond Fund, institutional investor withdrawals). Smartshares Limited Level 7, Zurich House The NZ Cash Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand cash market. var el = $(this); Smartshares is a member of the New Zealand Stock Exchange (NZX), creating the first ETF back in 1996. $50 for each transfer (you will only be charged this fee if the PDS Supplement for your employer allows you to transfer money from your accounts to a KiwiSaver scheme and the transfer is to a KiwiSaver scheme other than the SuperLife KiwiSaver scheme). 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Build a Portfolio of funds that invests across New Zealand capital, risk and markets.

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