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Investing in US markets via KiwiSaver

Shared Lunch

The Sharesies US500 Fund—what it is, how does it work, and what role it might play as a part of your KiwiSaver?

In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund. We also cover why global diversification matters, the recent US market wobbles, your risk appetite, and how to think about US investing as part of your long-term financial plan.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. 

Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your circumstances, objectives, or needs. We do not provide recommendations and you should always read the disclosure documents available from the product's issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. 

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor.

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