Documents
Product disclosure statement (PDS), fund updates, reports, statements, and policies for the Sharesies KiwiSaver Scheme.
Offer documents
Product Disclosure Statement (PDS) — Sharesies KiwiSaver Scheme (15 December 2025) [PDF, 522.32 KB]
Statement of Investment Policy and Objectives (SIPO) — Sharesies KiwiSaver Scheme (15 December 2025) [PDF, 447.58 KB]
Other material information (OMI) — Sharesies KiwiSaver Scheme (29 February 2024) [PDF, 308.84 KB]
Investment options supplement (IOS) — Sharesies KiwiSaver Scheme (15 December 2025) [PDF, 770.22 KB]
Fund updates
Sharesies Milford Aggressive Fund (September 2025) [PDF, 90.58 KB]
Sharesies Pathfinder Ethical Growth Fund (September 2025) [PDF, 94.77 KB]
Sharesies Pie Global Growth 2 Fund (September 2025) [PDF, 77.75 KB]
Sharesies Smartshares Growth Fund (September 2025) [PDF, 94.81 KB]
Sharesies Smartshares Balanced Fund (September 2025) [PDF, 81.11 KB]
Sharesies Smartshares Conservative Fund (September 2025) [PDF, 81.21 KB]
Sharesies Milford Aggressive Fund (June 2025) [PDF, 91.55 KB]
Sharesies Pathfinder Ethical Growth Fund (June 2025) [PDF, 94.79 KB]
Sharesies Pie Global Growth 2 Fund (June 2025) [PDF, 77.82 KB]
Sharesies Smartshares Growth Fund (June 2025) [PDF, 94.84 KB]
Sharesies Smartshares Balanced Fund (June 2025) [PDF, 80.94 KB]
Sharesies Smartshares Conservative Fund (June 2025) [PDF, 81.15 KB]
Sharesies Milford Aggressive Fund (March 2025) [PDF, 91.13 KB]
Sharesies Pathfinder Ethical Growth Fund (March 2025) [PDF, 94.82 KB]
Sharesies Pie Global Growth 2 Fund (March 2025) [PDF, 77.93 KB]
Sharesies Smartshares Growth Fund (March 2025) [PDF, 94.82 KB]
Sharesies Smartshares Balanced Fund (March 2025) [PDF, 81.07 KB]
Sharesies Smartshares Conservative Fund (March 2025) [PDF, 80.98 KB]
Sharesies Milford Aggressive Fund (December 2024) [PDF, 83.7 KB]
Sharesies Pathfinder Ethical Growth Fund (December 2024) [PDF, 93.86 KB]
Sharesies Pie Global Growth 2 Fund (December 2024) [PDF, 76.76 KB]
Sharesies Smartshares Growth Fund (December 2024) [PDF, 94.16 KB]
Sharesies Smartshares Balanced Fund (December 2024) [PDF, 80.26 KB]
Sharesies Smartshares Conservative Fund (December 2024) [PDF, 80.2 KB]
Sharesies Milford Aggressive Fund (September 2024) [PDF, 83.96 KB]
Sharesies Pathfinder Ethical Growth Fund (September 2024) [PDF, 93.95 KB]
Sharesies Pie Global Growth 2 Fund (September 2024) [PDF, 76.55 KB]
Sharesies Smartshares Growth Fund (September 2024) [PDF, 93.76 KB]
Sharesies Smartshares Balanced Fund (September 2024) [PDF, 79.82 KB]
Sharesies Smartshares Conservative Fund (September 2024) [PDF, 79.82 KB]
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
Sharesies KiwiSaver Scheme Annual Report 2025 [PDF, 2.35 MB]
Sharesies KiwiSaver Scheme Annual Report 2024 [PDF, 2.34 MB]
Sharesies KiwiSaver Scheme Annual Report 2023 [PDF, 328.8 KB]
Financial statements
Sharesies KiwiSaver Scheme Financial Statements 2025 [PDF, 959 KB]
Sharesies KiwiSaver Scheme Financial Statements 2024 [PDF, 1.26 MB]
Sharesies KiwiSaver Scheme Financial Statements 2023 [PDF, 361.88 KB]
Investment policies
Guardrail Policy [PDF, 138.26 KB]
Investment Options Policy [PDF, 110 KB]
Side Pocketing Policy [PDF, 181.29 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.