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The NZ Funds KiwiSaver Scheme Balanced Fund uses a passive investment approach to manage your retirement savings. For more information on fees and charges please see the NZ Funds KiwiSaver Scheme Product Disclosure Statement.

The NZ Funds KiwiSaver Scheme Balanced Fund uses a passive investment approach to manage your retirement savings. For more information on fees and charges please see the NZ Funds KiwiSaver Scheme Product Disclosure Statement.

Interested in joining?
Transferring from Australia?
A Balanced Fund with
zero management fees
We want to give all New Zealanders solutions to grow their retirement savings. For fee-conscious Kiwis and people at the start of their KiwiSaver journey, the NZ Funds KiwiSaver Scheme Balanced Fund with zero management fees could be a great option. For more details on how we do this, see the NZ Funds KiwiSaver Scheme Product Disclosure Statement.
A locally managed approach
to passive investing
The NZ Funds KiwiSaver Scheme Balanced Fund is passively invested in a mix of global stock market and bond indices. Rather than outsourcing this approach to an overseas fund manager, your money is 100% managed by our New Zealand-based investment team.
The ability to upgrade
or add other retirement
savings solutions
Upgrade to one of the NZ Funds KiwiSaver Scheme actively managed options for more chance of growing your KiwiSaver balance. Or add Wealth Builder and/or Income Generator as flexible ways to build your savings.
Responsible investing
for a better future
We do our best to make sure that your money is responsibly invested. We take this approach because it’s the right thing to do. We also believe it will deliver strong long-term returns.
Find out more about the NZ Funds KiwiSaver Scheme
NZ Funds KiwiSaver Scheme Balanced Fund is just one of the options in the NZ Funds KiwiSaver Scheme. Find out how our actively managed investment strategies could grow your balance. And learn about how our Life Cycle option automatically adjusts your investment based on your age and life stage.
Ready to join?
Call us on 0800 377 2277 or email us on [email protected]

Downloads


Product Disclosure Statement


Other Material Information Document


Statement of Investment Policy and Objectives