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 (14 May 2024) [PDF, 583.8 KB]
Statement of Investment Policy and Objectives (SIPO) — Sharesies KiwiSaver Scheme (14 May 2024) [PDF, 460.75 KB]
Other material information (OMI) — Sharesies KiwiSaver Scheme (29 February 2024) [PDF, 308.84 KB]
Investment options supplement (IOS) — Sharesies KiwiSaver Scheme (30 October 2024) [PDF, 733.8 KB]
Fund updates
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 2024 [PDF, 2.34 MB]
Sharesies KiwiSaver Scheme Annual Report 2023 [PDF, 328.8 KB]
Financial statements
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, 79.13 KB]
Investment Options Policy [PDF, 77.07 KB]
Side Pocketing Policy [PDF, 105.18 KB]