Auto-invest—Sharesies New Zealand
Skip to main content

Auto-invest

Sometimes, the easiest way to invest is by doing nothing at all. Pick your order, the amount you want to regularly invest, and let auto-invest do the rest.

Invest regularly, without the guesswork

We worked with external experts to pick the managed funds and exchange-traded funds (ETFs) in our three pre-made orders.

Investing regularly with auto-invest allows you to average out the ups and downs of the market over time—all without lifting a finger. Nice.

Responsible order

The funds in this order invest in growth-focused companies that score high on environmental, social, and governance (ESG) impact, and exclude companies involved with gambling, weapons, and tobacco. You’ll grow a diverse portfolio that focuses on more than just returns.

What’s in this order?

  • 44% Pathfinder Global Responsibility Fund

  • 22% Pathfinder Global Property Fund

  • 17% Pathfinder Global Water Fund

  • 17% AMP Capital Ethical Leaders NZ

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. You’ll build a global portfolio with less exposure to the ups and downs of individual countries and sectors.

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

Kids order

This order looks to maximise investment growth over a long timeframe. Tax is based on the kid’s prescribed investor rate (PIR) rather than a standard tax rate, and the order focuses on funds with a responsible investing approach—helping you build the future you want for a kid in your life.

What’s in this order?

  • 35% Pathfinder Global Responsibility Fund

  • 35% AMP Capital All Country Global Shares Index Fund

  • 15% Pathfinder Global Water Fund

  • 15% Smartshares NZ Core Equity Trust

Want to build your own? Try a 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.

How auto-invest works

  1. Choose an order

    Choose an order, or make your own DIY 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 do the rest!