We’re invested in your success
Our listed funds offer a more reliable way to grow your wealth over time, compared to individual stocks. Why look for the needle in the haystack, when you can buy the whole haystack?
Our ETFs
We offer a wide range of Exchange Traded Funds (ETFs), making it easy for you to access both local and global markets.
Each ETF allows you to access a variety of shares or bonds through a single investment, offering you a simple approach to grow your portfolio over the long term.
As most of our ETFs follow market indices, we can keep fees low and transparent. You’ll have confidence knowing exactly what your investment costs are upfront.
Effortless start with our Core Series
Build a solid portfolio foundation with our Core Series. It’s a range of ETFs that you can use as building blocks to create your Smart investment portfolio.
This selection of 10 ETFs covers a diverse mix of markets, industries and asset classes, making it easy to achieve diversification from day one.
Why Smart?
Owned by NZX, the market operator of New Zealand’s Stock Exchange, we have a strong track record of serving investors in New Zealand.
We don’t chase fads or fast returns. Our market-tracking products work as building blocks to lay a solid foundation for long-term growth. It means you can rest easy, enjoy your life today, and avoid the stresses that come with the highs and lows of picking individual stocks.
We offer a simple, transparent, and cost-effective investment experience. We are here to help investors make wise investments to reach their financial and life goals.
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Different funds with easy access to a range of markets, assets and industries
0.20%
Competitive fees with fund charges starting at 0.20% and capped at 0.75%
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Ways to invest making it easy to match your preferred way
Become a Smart investor
Easy to access, the choice is yours whether you prefer to invest directly with us, through a platform, or via a NZX market participant such as your financial adviser or broker.
Understand what suits you best and get started using the link below, or contact us if you have questions.
Tax and ETFs
Our ETFs are listed portfolio investment entities (PIEs), offering you easy access to international markets without the complexities of offshore investing.
As a listed PIE, each fund will pay tax on taxable income at 28%, potentially lower than your personal tax rate, and taxes are automatically managed within the fund, simplifying your investment process.
Discover Smart solutions
Our range of investment solutions extends beyond ETFs. Under the SuperLife brand (soon to become Smart as well), we also offer KiwiSaver, Superannuation, Workplace Savings and UK Pension Transfers.
Take advantage of a broad range of unlisted fund options with low fees.
We work with some of New Zealand’s largest employers to provide flexible and cost-effective investment and insurance options as part of their employee benefits.
We can help you to transfer your UK pension to SuperLife, giving you the flexibility to choose and change the funds your pension is invested in at any time.
Our approach to responsible investing
We recognise the importance many customers place on aligning their investments with personal values. That’s why our range of ESG ETFs incorporate socially responsible investment (SRI) exclusions to align with environmental, social, and governance (ESG) principles.
Our diverse range of funds enables you to select an investment approach that aligns with your goals and values.
Whether you’re looking to avoid companies involved in controversial businesses such as weapons manufacturing or coal extraction, prioritise reducing your portfolio’s carbon footprint, or simply track a market index - we offer an investment option for you.
Responsible Investment Policy
