Kiwibank Investment Portfolio

Achieve your goals and invest for the future with Kiwibank Investment Portfolio. If you can invest for longer periods, you could enjoy the potential of better returns than bank deposits can offer.

Kiwibank Investment Funds are a range of managed funds that give you access to professional investment management.

Features:

  • A simple way of putting your long-term money in a more diversified range of investments like shares, bonds and property
  • Choice of four funds promoted by AMP Capital – choose the fund or funds that suit your investment style, taking into account the sort of return you're seeking, balanced with the level of risk you're comfortable with
  • In a managed fund, the money you invest joins money from other investors. That creates a pool large enough to be managed by investment professionals who are skilled in dealing with a range of financial assets
  • Minimum initial investment for the Balanced Fund, Conservative Fund, Growth Fund and the Responsible Investment Leaders Balanced Fund through the Kiwibank Investment Portfolio is $5,000 per fund, and minimum $500 per fund after that.

You can mix and match between the following funds:

Conservative Fund

A fund designed to provide investors with capital stability and low risk by investing mostly in fixed interest and cash, while having some exposure to shares and property.

Balanced Fund

A fund designed to provide investors with good returns over time with medium risk. To do this, it invests across all asset types with a mix of income assets (e.g. fixed interest and cash) and growth assets (e.g. shares).

Responsible Investment Leaders Balanced Fund

This fund provides investors with a diversified portfolio of assets which seeks to maximise financial returns while being socially and environmentally responsible.

Growth Fund

A fund designed to provide investors with the potential for higher returns over time but with higher risk. To do this, it invests across asset types with a distinct bias to growth assets (e.g. shares).

How to open a managed fund
  1. Download the pdfInvestment Statement for the Kiwibank Investment Portfolio (PDF 350 KB) and application form
  2. Carefully read the Investment Statement for the Kiwibank Investment Portfolio

  3. Complete the application form and post it to:

    Kiwibank Investment Management Limited,
    Freepost 161688, Private Bag 39888, Wellington 5045.

We recommend you read the investment statement thoroughly before investing. For help with your investment decisions, make an appointment with one of our Wealth Advisers by calling 0800 529 325.

A disclosure statement required under the Financial Advisers Act 2008 is available, free of charge, from your Kiwibank Wealth Adviser or on request by calling 0800 529 325.

Eligibility

  • Minimum age 18 or over
  • Minimum initial investment $5,000

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Conditions

The Balanced Fund, Conservative Fund, Growth Fund and the Responsible Investment Leaders Balanced Fund offered through the Kiwibank Investment Portfolio are distributed by Kiwibank Investment Management Limited and are issued by AMP Investment Management (N.Z.) Limited. Download the pdfInvestment Statement for the Kiwibank Investment Portfolio (PDF 350 KB) or call 0800 529 325. Investments in the Balanced Fund, Conservative Fund, Growth Fund or Responsible Investment Leaders Balanced Fund offered through the Kiwibank Investment Portfolio do not represent deposits or other liabilities of Kiwibank Limited. They are subject to investment and other risks, including possible delays in payment of withdrawal amounts in some circumstances, and loss of investment value. No person, including Kiwibank Limited, guarantees the performance of the Kiwibank Investment Portfolio, including the redemption of capital invested by any investor.