Kiwi Wealth's Managed Funds make investing simple and affordable. Kiwi Wealth has the same owners as Kiwibank, so you know you’re in good hands.

Key features and benefits

  • Open your account and start investing with as little as $500. Further contributions can be made from just $50, whenever you choose – or set up regular contributions to get into a good habit

  • Flexibility to invest when you want to and withdraw when you need to without penalties

  • Three funds to choose from: Conservative, Balanced and Growth. You can choose a fund to suit your investment timeframe, savings goals and attitude to risk. Depending on which fund you choose, your money will be invested in assets like cash, shares and bonds

  • DIY digital platform enables you to set up your new managed funds account in minutes

  • Peace of mind investing – your money will be actively managed by Kiwi Wealth’s New Zealand based team of investment experts

How the Kiwi Wealth Managed Funds work

Types of funds

Kiwi Wealth offers three managed funds: Conservative, Balanced and Growth. You can choose one (or a combination) that suits your goals, investment timeframe and attitude to risk.

Conservative Fund

Up to 20% in shares and other growth assets, with the remainder invested in cash and fixed interest assets.

The Conservative Fund is generally suitable for investors with a short-term investment timeframe of one to five years or for those who are risk averse and can tolerate the occasional decline in the value of their investment.

Balanced Fund

Up to 70% in shares and other growth assets, with the remainder in cash and fixed interest assets.

The Balanced Fund is generally suitable for investors with a medium-term investment timeframe of five to 10 years or those who have a moderate appetite for risk and tolerance for declines in the value of their investment.

Growth Fund

Up to 100% in shares and other growth assets, with the remainder invested in cash and fixed interest assets.

The Growth Fund is generally suitable for investors with a long-term investment timeframe of more than 10 years and who has a greater tolerance for declines in the value of their investment.

Open a new account

You need to be a New Zealand tax resident to be eligible to invest.

Individuals

You can open an account online in just a few minutes.

Open an account

All other investors

Please complete the application form at the back of the Product Disclosure Statement and an identity verification form.

Download application form

Got questions?

Visit kiwiwealth.co.nz or contact Kiwi Wealth.

Contact Kiwi Wealth

Kiwi Wealth Managed Funds is also available for investment by most types of New Zealand based entities such as trusts, companies, estates, and partnerships.