Everyone can invest in Smart ETFs
We offer easy access through three different pathways, all leading to a diversified portfolio of market-tracking funds, designed to help you build wealth over time.
Use our guide below to work out which investment channel works best for you.
Three ways to invest
Directly with Smart
Trading platform
NZX Participant
Invest directly with us
You can apply to invest in our ETFs directly, and manage your portfolio through our investor portal.
As a new investor, you can start with a minimum of $500 per ETF. If you prefer to invest regularly, you can build your ETF portfolio with as little as $50 per month.
Once registered, you have the option to make additional contributions with a minimum lump-sum investment of $250.
You can also decide to reinvest your distributions.
The set-up fee is $30 for a new investor. You don’t pay fees for subsequent contributions. This represents a potential saving compared to buying units in Smart ETFs through an NZX Participant or via a platform, as you may be charged a fee for their services.
Investing directly with Smart gives easy access to our ETFs listed on NZX, without brokerage fees and extra charges.
Your purchase is part of a monthly process where new units in our ETFs are created. The payment is taken from your bank account once a month, usually on the 20th, or the next business day.
Your investment in the ETF will be applied on or around the 3rd business day of the following month.
To sell your ETFs, you need to trade the existing units on the market via a broker which may incur brokerage or administration fees.
Why invest directly with Smart?
This is an affordable way to build wealth over time by making regular contributions scheduled in time for the 20th of each month.
If you prefer to have the ability to transact online daily and be able to buy or sell your ETFs without involving a broker or financial adviser, you might prefer to invest through one of our platform partners, as explained below.
Trading platforms
You can invest in all our ETFs through Sharesies and InvestNow, as well as via any trading platform offering stocks on the NZX.
These platforms offer the ability to buy and sell shares daily during market trading hours. You can invest as a one-off, pay as you go, or keep it regular. Contributions can be low. Charges and fees vary and are set by the providers.
NZX Participants
You can access all our ETFs via NZX Participants, such as your financial adviser or broker.
You can find a list of all NZX Participants on the NZX website.
Financial advisers
Financial advisers help individuals and businesses manage their money, providing guidance on investments to align with your life situation and financial goals.
Three steps to owning ETFs
Explore our ETFs and pick your favourites
Understand the details from our Product Disclosure Statements
Choose your preferred investment channel – all explained below