Keep it regular with auto-invest

We’ve launched auto-invest to help you choose and stick to an investment strategy that works for you. Just choose an auto-invest order, the amount you want to invest, and how often you want to invest—and then auto-invest will do the rest!

To help you decide what to invest in, we’ve created three pre-made orders:

If none of these suit your style of investing, you can build your own with the DIY order.

Each pre-made order includes a different allocation of some of the 18 funds on Sharesies. You can only have one order in play at any one time—but there’s no reason you can’t set up an auto-invest order, AND have other money earmarked to invest manually.


How do I auto-invest?

Choose one of the three pre-made orders, or make your own DIY order.


Set the amount you want to pay, the frequency, and the start date, and you’re good to go.


Once you’re set up, keep your Wallet topped up, and auto-invest will do everything for you!


Learn more in the Help Centre

Why auto-invest?

Auto-invest is a really simple way to put dollar-cost averaging into practice.

Instead of you having to remember to invest regularly, auto-invest does the remembering for you!

Auto-invest is a great option if you don’t have a big lump sum of money to invest, as it helps you stick to your investments and build your Portfolio over time.


Responsible order

Responsible order

If you care about the Environmental, Social, and Governance (ESG) impact of a company then the Responsible order will suit you. It’s a diversified portfolio with international exposure, and excludes companies involved with gambling, weapons, and tobacco.

Who’s it for?

This order will suit an investor who is ESG-focused, looking for high growth, has an investment time frame of 5-10 years or longer, and who accepts their Portfolio will move up and down regularly.

What's in the Responsible order?

Pathfinder Global Responsibility Fund

Higher risk

44%

Pathfinder Global Property Fund

Higher risk

22%

Pathfinder Global Water Fund

Medium risk

17%

AMP Capital Responsible NZ Fund

Medium risk

17%

Global order

Global order

This order has an emphasis on the US 500, but Europe and Asia are well represented too, as well as some of the emerging economies. Because NZ pulls its weight internationally, we’ve left some of the NZ Top 50 in this fund. All of the funds are provided by Smartshares, an NZX company.

Who’s it for?

The Global order is designed for investors keen on exposure to a wide range of international companies, looking for high growth, with an investment time frame of 5-10 years or longer, and who accept their Portfolio will move up and down regularly.

What's in the Global order?

US 500 Fund

Higher risk

35%

Europe Fund

Higher risk

20%

Asia Pacific Fund

Higher risk

20%

Emerging Markets Fund

Higher risk

15%

Australian Top 20 Fund

Higher risk

6%

NZ Top 50 Fund

Medium risk

4%

Kids order

Kids order

Kids have a lot of time to let the money in their Portfolio grow. Because of this, the Kids order is focused on maximising growth. This order takes a responsible investing approach, excluding companies involved in gambling, weapons, and tobacco.

Who's this order for?

Designed for kids—you can only start a Kids order via a Kids Account—it’s made up of managed funds so tax can be based on the kid’s Prescribed Investor Rate (PIR). It has a Medium to High risk rating and is good if you’re looking at a 5-10 year investment timeframe.

What’s in the Kids order?

Pathfinder Global Responsibility Fund

Higher risk

35%

AMP Capital Global Shares Fund

Higher risk

35%

Pathfinder Global Water Fund

Medium risk

15%

NZ Core Fund

Medium risk

15%

DIY order

DIY order

The DIY order is perfect for investors who already have their own investment strategy in place. You might be regularly investing in multiple funds, or just in one—whatever your strategy, the DIY order gives you ultimate flexibility.

You can invest all your money into a DIY order, or keep some back to invest manually. It’s totally up to you how you structure your investment.

DIY order

Start investing with auto-invest!

Having an investment portfolio is easy—and now we’ve made it easier!