Click here to learn more. Yet it can be hard to know where to start. The same NZG fund with Sharesies is not as good due to their high administration fees. It is also a widely accepted fact that, in the long-term, no individual fund can outperform an index … $18 a year (you will only be charged this fee if you choose to receive statements and other SuperLife communications in paper form). On 7 November 2016, the NZX 50 Portfolio Index Fund was resettled as the Smartshares NZ Top 50 ETF. 1% of the amount transferred or $500 (whichever is greater). 10 Top Investments for Young New Zealanders, Investing in the US Stock Market from New Zealand, Barefoot Investor-Friendly Financial Products in New Zealand. There's no minimum age to join KiwiSaver. We link to other websites throughout this website, but take no responsibility for the content they publish. The information on this website does not constitute financial advice in any form. To view the top 10 individual holdings of the underlying funds, download the latest fund … ​We cannot accept liability for any decision made based on our information. Bank deposits will give you low returns, but are low risk, making them ideal for saving money for the short-term or for s… The SmartDIVIDEND funds are made up of some of the highest dividend paying companies listed in New Zealand and Australia. Funds here have been grouped by how much of the more risky investments they hold, like shares and property ("growth assets"). 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). Best index funds for December 2020. To make sure you invest in an appropriate fund, we suggest making a few additional considerations: Our values statement is simple: MoneyHub exists to give every New Zealander the information they need to make better financial decisions. Bond (fixed interest) funds are generally less expensive than share funds, while stock exchange listed and index funds are most often cheaper than their unlisted cousins. Simplicity offers four index-based funds, with fees fixed at $30/year + 0.10% (NZ Bond Fund, NZ Share Fund) or 0.31% (Conservative Fund, Balanced Fund, Growth Fund) of the funds invested. Historic information for the period prior to 7 November 2016 relates to the NZX 10 Fund. On 7 November 2016, the NZX 10 Fund was resettled as the Smartshares NZ Top 10 ETF. Click here to learn how NZ Super works and the current rates. We can't guarantee everything contained on this website will be perfect - you use the information contained on our website and all social channels at your own risk.​. Invest in NZ's 20 largest listed companies through the Kernel NZ 20 Index Fund - Find out more about the Fund holdings, performance, dividends & risk. The S&P/NZX 50 Portfolio Index is made up of the same financial products as the S&P/NZX 50 Index, but with a 5% cap on the weight of each product. Click here for an overview of your options when you reach your KiwiSaver retirement age. They issue the ETF for local share markets such as NZ Top 50 (FNZ), NZ Top 10 (TNZ), NZ MID CAP (MDZ) and NZ Bond (NZB). In New Zealand, index funds have another advantage, too. Invest in environmentally and socially responsible global equities, megatrends and passive global bonds for the first time with Smartshares. The Morningstar five-star-rated iShares Select Dividend ETF (DVY, $99.71) is a great index fund for investors seeking higher-than-average yield and a portfolio of stocks that have met … One example is the Simplicity NZ Fund, which tracks the NZX 50 and charges 0.10% p.a. For Australian funds, the fee estimate has been taken from the latest Product Disclosure Statement for each fund. Click here to learn about SuperLife Invest, our most flexible investments/savings scheme. ​Our priority is accurate information. Many of the lowest-fee index funds follow the S&P 500 in part, and some index funds follow niche sectors. Click here to view our sector and ETF funds. If you are a SuperLife investor, you can, Single asset class - Australasian equities. If you're looking to invest in the world's most recognisable index funds, this guide helpfully takes you through the entire process of what you need to know. Index funds have become one of the most popular ways for New Zealanders to use due to their low-cost, diversity and returns that typically beat active funds. Combine your KiwiSaver with low fees and a passive investment strategy. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. The best index funds for 2021 are those that are inexpensive and widely diversified. The Fisher Funds New Zealand Growth Fund is our flagship fund and was launched in August 1998. We welcome your stories, tips and any feedback via. Given you should have a more diverse portfolio than that, it makes more sense to use global/US numbers for returns, inflation, and so on, and then just tweak anything specific to your situation. Many of the lowest-fee index funds follow the S&P 500 in part, and some index funds follow niche sectors. Put your money in a bank account or term depositand get paid interest according to the interest rate being offered. Fee Amount; Fund Charges: 0.49% per annum of fund's net value. Click here to view the returns and fees for all of SuperLife's funds. About the Fund. Strongest S&P 500-based Index Funds … $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). SuperLife offers reduced premiums for insurance that puts you in control. $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). These 50 companies make up over 90 per cent of the value in the New Zealand stock market. Click here to view all previous fund updates. An index fund is a mutual fund which tracks the … By popularity, these were: Kiwisaver (67 per cent) Life insurance (37 per cent) Alternative superannuation (14 per cent) Managed funds or unit trusts … superlife@superlife.co.nz 0800 27 87 37 Note: some fund … Choosing the right type of fund for you is a way to dial your risk up or down. In rare instances, a provider will change a price or product before we've had a chance to update our information; double check prices first before making any decision. 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