Skip to main content

Documents

Product disclosure statement (PDS), fund updates, reports, statements, and policies for the Sharesies KiwiSaver Scheme.

Offer documents

DownloadProduct Disclosure Statement (PDS) — Sharesies KiwiSaver Scheme (14 May 2024) [PDF, 583.8 KB]

DownloadStatement of Investment Policy and Objectives (SIPO) — Sharesies KiwiSaver Scheme (14 May 2024) [PDF, 460.75 KB]

DownloadOther material information (OMI) — Sharesies KiwiSaver Scheme (29 February 2024) [PDF, 308.84 KB]

DownloadInvestment options supplement (IOS) — Sharesies KiwiSaver Scheme (29 February 2024) [PDF, 739.43 KB]

Fund 
updates

Sharesies Milford Aggressive Fund (June 2024) [PDF, 83.57 KB]

Sharesies Pathfinder Ethical Growth Fund (June 2024) [PDF, 94.1 KB]

Sharesies Pie Global Growth 2 Fund (June 2024) [PDF, 76.62 KB]

Sharesies Smartshares Growth Fund (June 2024) [PDF, 93.97 KB]

Sharesies Smartshares Balanced Fund (June 2024) [PDF, 80.11 KB]

Sharesies Smartshares Conservative Fund (June 2024) [PDF, 80.17 KB]

Sharesies Milford Aggressive Fund (March 2024) [PDF, 109.89 KB]

Sharesies Pathfinder Ethical Growth Fund (March 2024) [PDF, 113.37 KB]

Sharesies Pie Global Growth 2 Fund (March 2024) [PDF, 94.95 KB]

Sharesies Smartshares Growth Fund (March 2024) [PDF, 113.08 KB]

Sharesies Smartshares Balanced Fund (March 2024) [PDF, 99.2 KB]

Sharesies Smartshares Conservative Fund (March 2024) [PDF, 99.3 KB]

Sharesies Pathfinder Ethical Growth Fund (December 2023) [PDF, 113.41 KB]

Sharesies Pie Global Growth 2 Fund (December 2023) [PDF, 95.6 KB]

Sharesies Smartshares Growth Fund (December 2023) [PDF, 113.19 KB]

Sharesies Smartshares Balanced Fund (December 2023) [PDF, 99.35 KB]

Sharesies Smartshares Conservative Fund (December 2023) [PDF, 99.49 KB]

Sharesies Pathfinder Ethical Growth Fund (September 2023) [PDF, 113.43 KB]

Sharesies Pie Global Growth 2 Fund (September 2023) [PDF, 96.35 KB]

Sharesies Smartshares Growth Fund (September 2023) [PDF, 113.21 KB]

Sharesies Smartshares Balanced Fund (September 2023) [PDF, 99.28 KB]

Sharesies Smartshares Conservative Fund (September 2023) [PDF, 99.31 KB]

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

DownloadSharesies KiwiSaver Scheme Annual Report 2024 [PDF, 2.34 MB]

DownloadSharesies KiwiSaver Scheme Annual Report 2023 [PDF, 328.8 KB]

Financial statements

DownloadSharesies KiwiSaver Scheme Financial Statements 2024 [PDF, 1.26 MB]

DownloadSharesies KiwiSaver Scheme Financial Statements 2023 [PDF, 361.88 KB]

Investment policies

DownloadGuardrail Policy [PDF, 79.13 KB]

DownloadInvestment Options Policy [PDF, 77.07 KB]

DownloadSide Pocketing Policy [PDF, 105.18 KB]

Now for the legal bit

Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the Disclose Register or on our documents page.