Auto-invest

Sit back and put your investing on repeat. Pick an order, the amount you want to regularly invest, and auto-invest will place the orders for you.

Easy investing, on repeat

You can choose between a DIY or pre-made order—they’re made up of managed funds and exchange-traded funds (ETFs).

Investing regularly with auto-invest helps you work towards your investing goals without lifting a finger. Nice.

DIY order

You can create your own auto-invest order from a range of NZ funds available on Sharesies. Whether you want to regularly invest in multiple funds, or just one—a DIY order can do the legwork.

The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.

Responsible order

The funds in this order invest with an environmental, social, and governance (ESG) approach, and exclude companies involved with gambling, weapons, and tobacco.

What’s in this order?

  • 44% Pathfinder Global Responsibility Fund

  • 22% Pathfinder Global Property Fund

  • 17% Pathfinder Global Water Fund

  • 17% Macquarie Ethical Leaders NZ Shares Fund

The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.

Global order

The funds in this order invest in developed markets like the US, Japan, Europe, Australia, and New Zealand—and emerging markets like Brazil, India, and China.

What’s in this order?

  • 35% Smartshares US 500 Fund

  • 20% Smartshares Europe Fund

  • 20% Smartshares Asia Pacific Fund

  • 15% Smartshares Emerging Markets Fund

  • 6% Smartshares Australian Top 20 Fund

  • 4% Smartshares NZ Top 50 Fund

The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.

Kids order

The funds in this order invest in medium and high-risk investments, and tax is based on the kid’s prescribed investor rate (PIR) rather than a standard tax rate.

What’s in this order?

  • 35% Pathfinder Global Responsibility Fund

  • 35% Macquarie All Country Global Shares Index Fund

  • 15% Pathfinder Global Water Fund

  • 15% Smartshares NZ Core Equity Trust

The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide financial advice or recommendations on your investment choices, including pre-made and DIY auto-invest orders. Any information we provide is general only, and current at the time written. You should consider seeking independent financial advice when considering whether an investment is appropriate for your objectives, financial situation, or needs.

How auto-invest works

  1. Choose an order

    Make your own DIY order, or choose a pre-made order.

  2. Set how much and when

    Set the amount you want to regularly invest, how often you’d like to invest it, and the date you’d like to start.

  3. Keep your Wallet topped up

    Top up your Wallet regularly (an automatic payment from your bank account makes it easy), and auto-invest will place the orders for you!