Sharesies KiwiSaver Scheme
Invest in the S&P 500 and US shares
Add low-cost global diversification to your KiwiSaver portfolio with the Sharesies US500 Fund and US self-select.
US market access is here
With the Sharesies US500 Fund, the Sharesies KiwiSaver Scheme now offers you access to the S&P 500 index fund via the popular Vanguard S&P 500 ETF. And with the option to self-select your own US shares, you can add diversification while investing in what matters to you most.
To see what US self-select options are available, and to get an idea of fees and risk, check out the investment plan builder.
Available now
Sharesies US500 Fund
The Sharesies US500 Fund gives you simplified access to 500 of the largest publicly traded companies in the United States—all at a low 0.09% annual fund charge*.
Directly invests in the popular Vanguard S&P 500 ETF (VOO)
Adds further diversification to your base fund and self-select mix
Designed for NZ KiwiSaver investors, with the potential tax benefits of a PIE fund structure
Available now
US self-select
Invest your KiwiSaver contributions in the biggest companies and funds the US markets have to offer, beyond the Sharesies US500 fund.
Build an investment plan suited to your goals
Self-select from over 50 US companies and ETFs
Complement your base fund mix with individual US companies and ETFs
Tax is taken care of on your behalf.
Frequently asked questions
The Sharesies US500 Fund and US self-select is now available for all Sharesies KiwiSaver Scheme members.
The Sharesies US500 Fund is specifically designed to give NZ-based KiwiSaver investors low-cost exposure to the 500 largest companies in the US.
Our US500 Fund tracks the S&P 500 index through the Vanguard S&P 500 ETF (VOO), and has an annual fund charge of just 0.09% plus a 0.50% currency exchange fee when buying and selling units in the fund.
It’s also structured as a PIE fund for tax efficiency and allows you to combine it with NZ and US self-select options for greater personalisation.
Yes, you can access the Sharesies US500 Fund and US self select options by transferring to the Sharesies KiwiSaver Scheme in a few simple steps.
The transfer process typically takes around 10 business days, and there’s no fee to transfer.
Dividends from the Sharesies US500 Fund are automatically issued directly to the fund, increasing the unit price of the fund and increasing your KiwiSaver balance.
Sharesies KiwiSaver funds are portfolio investment entity (PIE) funds—this includes US self-select. Members pay tax based on their prescribed investor rate (PIR).
Members holdings in US self-select options are not foreign investments and do not contribute to the foreign investment fund (FIF) threshold.
Sharesies processes tax on your behalf, and you’ll receive an annual tax certificate in June each year.
When buying or selling units in the Sharesies US500 Fund or US self-select picks, you’ll be charged a 0.50% currency exchange fee.
Your future in one place
Experience a new level of connection with your investments, savings, and KiwiSaver account. Developing your wealth has never felt so personal.