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Self-select investments

Add your choice of nearly 100 companies and exchange-traded funds (ETFs) listed on the New Zealand Stock Exchange (NZX) to your KiwiSaver investment plan.

3 tiles arranged in a square, with two half-height tiles on the left and one full-height on the right. The top left tile shows a plus sign, the bottom left tile shows a hand strumming an electric guitar, and the right-side tile shows a young woman looking off to the side with her hands clasped behind her head.

The choice you’ve been waiting for

On top of your base fund, you can add your own choice of nearly 100 NZX-listed companies and ETFs to your investment plan—aka your picks!

  • Express your values

    Add the companies and funds you believe in, and have more transparency of what you’re invested in.

  • 4 soundboard sliders at different levels.

    Fine tune to your goals

    Adapt your plan to where you’re at—whether you’re just starting out, preparing to buy your first home, or getting ready for retirement.

  • The Pathfinder logo sits to the left of a 3-tile stack with the Air New Zealand logo on top, representing what can make up an investment plan.

    Get hands-on

    Play an active role in managing your KiwiSaver portfolio, with the flexibility to change your picks whenever you’d like to.

What you can pick

You’ve got the choice of nearly 100 NZX-listed companies and exchange-traded funds (ETFs)—pick as many or as few as you like.

For more info about each investment, check out the Investment Options Supplement (IOS) on our documents page.

If you’re not sure what to pick, read our article on choosing investments or seek financial advice.

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Self-select with confidence

We’ll guide you through adding your own picks to your investment plan, and help you keep on top of your KiwiSaver portfolio as the value of your investments change over time.

Diversification made easy

You can allocate up to half of your investment plan to your own picks, to a max of 5% in each pick. These limits help to keep your investment plan diversified.

The top half of an iPhone screen showing a screen in the Sharesies app. Displayed is an investment plan made up of the Pathfinder Ethical Growth Fund and 10 other investments.

Manage your risk

Get a sense of how risky your investment plan is, and adjust it to a level you’re comfortable with, using the built-in risk indicator.

Check in, change up

As your contributions roll in, they’ll be invested according to your investment plan. You can change how much goes into any of your picks at any time.

Have a go at making a plan

See what an investment plan that’s as unique as you are could look like. Then, if you’re keen, use it to join straight away—or save it for later.

Make a plan
    • Agriculture and fisheries
    • Banking and finance
    • Bonds and fixed income
    • Energy and utilities
    • Food and drink
    • Healthcare
    • Index funds
    • Infrastructure
    • Manufacturing
    • Media
    • Mining, oil and gas
    • Property
    • Responsible
    • Retail
    • Strategic funds
    • Technology
    • Tourism
    • Transport

Fees

Your fees will flex based on what you pick, and how much you personalise your portfolio.

Documents

Product disclosure statement (PDS), fund updates, reports, statements, and policies.

Tax

We’ll report and pay tax at your prescribed investor rate (PIR) for you. You don’t need to lift a finger!

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.