If you've been a member of KiwiSaver for 3 years you may be able to withdraw some of your KiwiSaver savings to put towards purchasing your first home. The gross fee is calculated using your PIR. el.removeAttr('disabled'); 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). Bonds and Cash S&P/NZX NZ Government Bond ETF (NGB) The Smartshares S&P/NZX NZ Government Bond ETF is designed to track the return on the S&P/NZX NZ Government Bond Index. Smartshares is a member of the New Zealand Stock Exchange (NZX), creating the first ETF back in 1996. Fee Amount; Fund Charges: 0.49% per annum of fund's net value. The transfer fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Administration fee: $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). We provide high quality market information, featuring real time stock quotes, market data, market news and tools to support business decision making ... Smartshares NZ Cash ETF Units Issued By: Smartshares NZ Cash ETF: ISIN: NZNZCE0001S1: Type: Index Fund: Activity. }, 2000); SmartShares is a member of the NZX Group (the New Zealand stock exchange). Smartshares is supervised by the New Zealand Public Trust government organisation, the assets in its ETFs are custodied by BNP Paribas Australasia. ... Smartshares NZ Cash ETF NZC-NZ Add to Portfolio. Click here to learn more about KiwiSaver for members under age 18. Click here to view the returns and fees for all of SuperLife's funds. Click here to view our sector and ETF funds. Last price $ 2.953. Click here to learn more. Click here for an overview of your options when you reach your KiwiSaver retirement age. }); For Australian funds, the fee estimate has been taken from the latest Product Disclosure Statement for each fund. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). }); Top 10 issuer exposure as at 30 September 2020. Smartshare is not an investment fund, they will not cash out the ETF for you. Download Why try to pick stocks when you can own the whole index? We're committed to making the transfer process as simple as possible. During the FMA debate, Rebecca Thomas, Mint Asset Management chief – arguing in the active camp – pointed out that some Smartshares NZ equities ETFs still cost 50 basis points, high by global standards. The ETFs charge fees between 0.33% and 0.75% offer a choice as to where to invest - Kiwi companies, global companies, emerging markets, mining, property and bonds and government debt. Eleven ETFs track both New Zealand and Australian stocks, nine invest directly into US listed Vanguard ETFs, and three have outsourced active management covering fixed income and cash. It created New Zealand’s first ETF (the NZ Top 10 Fund) in 1996. pdf, 573 KB. 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). SMARTSHARES US 500 ETF (FND1106) Full portfolio holdings 30 Sep 2020.csv ... Smartshares Exchange Traded Funds - Smartshares ETFs built with iShares Series - Product Disclosure Statement.pdf. Build a portfolio of funds that invests across New Zealand, Australia and a broad range of global stock exchanges. The NZ Core Equity Trust aims to provide investors with the benefits of long-term capital growth by investing in a diversified portfolio of financial products listed in New Zealand, with increased exposure to small companies and value companies relative to a market weighted portfolio. Click here to view all previous fund updates. Articles and GuidesFrequently Asked QuestionsLegal Documents, Workplace savings (superannuation)KiwiSaverInsurance. You can google “Stock Broker NZ” to contact any broker firm and set up an account. Click here to learn more. BackSmartshares NZ Cash ETF - Fund Update - 30 June 2019 14/8/2019, 4:31 pm FNDUPDTE. Transfer to a low fee KiwiSaver provider that offers the flexibility you’re used to. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. Click here to learn how NZ Super works and the current rates. You will be charged this fee if you transfer your investment from the Scheme to a UK pension scheme or another ROPS. $30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). 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). The Smartshares NZ Cash ETF invests in cash and cash equivalents, with the objective of outperforming the S&P/NZX Bank Bill 90-Day Index over rolling 1-year periods. Smartshares - A member of the NZX Group. The NZ Cash Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand cash market. Furthermore, in January Smartshares in-housed investment duties for its $180 million cash ETF, previously managed by Nikko. Administration fee: $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). 21 Queen Street   Click here to learn about SuperLife's income reinvestment and investment strategy rebalancing options. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. SuperLife offers reduced premiums for insurance that puts you in control. Click here to learn more. Smartshares New Zealand Cash Trust is an exchange-traded fund incorporated in New Zealand. The All Country Global Share Index fund is a similar class of fund as the Vanguard fund but structured as a PIE fund- … $50 for each transfer (you will only be charged this fee if the PDS Supplement for your employer allows you to transfer money from your accounts to a KiwiSaver scheme and the transfer is to a KiwiSaver scheme other than the SuperLife KiwiSaver scheme). Smartshares charges a $30 setup fee when you first apply, while annual management fees vary depending on the fund you choose and range from 0.20% to 0.75%. Smartshares Exchange Traded Funds – read our Investment Statement and learn more about our products. Auckland 1143, Product Disclosure Statement | The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Institutional investors can make basket withdrawals (or, in the case of the NZ Cash Fund, NZ Bond Fund and Global Bond Fund, institutional investor withdrawals). Fee estimates for PIE funds reflect the total expense ratio in the Fund Updates provided to the Disclose Register (note that this figure includes GST and any performance-based fees), unless we have been advised of a more recent change. Updated quarterly. Currently they have 23 ETFs. Click here for information on choosing your investment strategy. Funding Agency 15/05/21 GB, Hong Kong and Shanghai Banking Corp. Ltd. FRN, Investor Returns (After fees, after tax 28%). Your tax may be lower.   SuperLife medical insurance lets you insure against part or all of your medical expenses; from doctors' visits and prescriptions, to surgery and hospital care. The objective of the fund is to outperform the NZX 90-Day Bank Bill Index over a rolling one-year period. There is one provider of exchange-traded funds in New Zealand, the New Zealand Exchange, under the SmartShares brand. Smartshares Exchange Traded Funds 5 Fund Description and investment objective Risk indicator Fund charges (% per annum of the fund’s net asset value) SmartINCOME The SmartINCOME funds are actively managed and made up of interest bearing assets, bonds and other xed interest assets across New Zealand and a range of global markets. Fee Amount; Fund Charges: 0.49% per annum of fund's net value. Smartshares allows you to invest across the main classes of cash, bonds, shares, and property with ease. 1% of the amount transferred or $500 (whichever is greater). Other existing ETFs that will fall into the core bucket include the Global Aggregate Bond fund (that feeds into a BlackRock iShares product), the US S&P 500 tracker and the NZ Cash fund. You will be charged this fee when you transfer money into the Scheme from a UK pension scheme or another ROPS. 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