Self Managed
Self Managed is great for more experienced investors. It allows you to design your own investment portfolio by allocating a percentage of your contributions to one or more of six single-sector funds.
The funds available through Self Managed are:
Cash Fund (PDF 164 KB)- NZ Fixed Interest Fund (PDF 182 KB)
- Global Fixed Interest Fund (PDF 180 KB)
- Australasian Share Fund (PDF 186 KB)
- Global Share Fund (PDF 185 KB)
- Listed Property Fund (PDF 194 KB)
Making changes
You should review your Kiwibank KiwiSaver Scheme investment choices on a regular basis. You can change from Self Managed to Classic, or you can change your investment mix within Self Managed, via internet banking, by calling us on 0800 11 33 55, or at your local Kiwibank. A switch fee may apply.
Rebalancing your investments
Over time the percentages you allocate to each fund will naturally change as a result of returns on your investment. Rebalancing means bringing the percentages allocated to each fund back into line with your original investment mix.
We won’t rebalance your investments so you’ll have to keep an eye on them yourself. You can do this via internet banking, by calling us on 0800 11 33 55 or at your local Kiwibank.
It’s all up to you
Self Managed is for more experienced investors. None of our staff, nor any Kiwibank Wealth Adviser, can provide advice in relation to Self Managed. You are responsible for making investment choices to suit your own risk profile and neither Kiwibank Investment Management Limited nor Trustees Executors Superannuation Limited can be responsible for the choices you make.
Conditions
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. The issuer of the Kiwibank KiwiSaver Scheme is Trustees Executors Superannuation Limited and the promoters are Kiwibank Investment Management Limited, Kiwibank Limited and their directors. Units in the Kiwibank KiwiSaver Scheme do not represent deposits or other liabilities of Kiwibank Limited. Download the Investment Statement (PDF 2.3 MB) for the Kiwibank KiwiSaver Scheme or pick up a copy from your local Kiwibank.