Documents
Offer documents and fund updates for the Sharesies KiwiSaver Scheme.
Offer documents
Product disclosure statement (PDS) — Sharesies KiwiSaver Scheme (August 2023) [PDF, 508.03 KB]
Statement of investment policy and objectives (SIPO) — Sharesies KiwiSaver Scheme (August 2023) [PDF, 410.09 KB]
Other material information (OMI) — Sharesies KiwiSaver Scheme (January 2023) [PDF, 300.42 KB]
Fund updates
Sharesies Pathfinder Ethical Growth Fund (June 2023) [PDF, 113.6 KB]
Sharesies Pie Global Growth 2 Fund (June 2023) [PDF, 95.87 KB]
Sharesies Smartshares Growth Fund (June 2023) [PDF, 113.52 KB]
Sharesies Smartshares Balanced Fund (June 2023) [PDF, 99.46 KB]
Sharesies Smartshares Conservative Fund (June 2023) [PDF, 99.55 KB]
Sharesies Pathfinder Ethical Growth Fund (March 2023) [PDF, 113.36 KB]
Sharesies Pie Global Growth 2 Fund (March 2023) [PDF, 95.67 KB]
Sharesies Smartshares Growth Fund (March 2023) [PDF, 113.16 KB]
Sharesies Smartshares Balanced Fund (March 2023) [PDF, 99.13 KB]
Sharesies Smartshares Conservative Fund (March 2023) [PDF, 99.23 KB]
Reports
Sharesies KiwiSaver Scheme Annual Report 2023 [PDF, 328.8 KB]
Financial statements
Sharesies KiwiSaver Scheme Financial Statements 2023 [PDF, 361.88 KB]