Invest in managed funds
These are a bit like ETFs except they don’t trade on an exchange. You either have to buy them directly from the fund provider, or through a company like Sharesies.
Start investing nowManaged funds on Sharesies
Choose from our managed fund providers.
AMP Capital is one of New Zealand’s largest investment managers, managing over $200 billion in funds globally.
- Global Shares Index Fund
- NZ Responsible Fund
Pathfinder offers ‘ESG funds’ or ‘Environmental, Social, and Governance’ funds. These ‘socially responsible’ funds exclude certain stocks or industries based on thier business activities.
- Global Property Fund
- Global Responsibility Fund
- Global Water Fund
PIE Funds is a boutique investment manager that has generated long-term wealth for clients since 2007.
- Australasian Dividend Fund
- Global Climate Friendly Fund
Smartshares lets you invest in a range of managed funds from around the world, including socially responsible investments.
- NZ Core Fund
Why invest in managed funds?
They're managed
There’s a person behind the fund doing calculations, balancing the investments, trying to meet an investment strategy.
Tax
The amount of tax you pay is based on the Prescribed Investor Rate (PIR) that you set in Sharesies, making these suitable for kids.
Diversification
You might have heard the advice ‘don’t put all your eggs in one basket’. When you invest in a managed fund you own a piece of a range of assets, instead of just one company.
How to invest in managed funds
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Choose a managed fund
Build the investment Portfolio that’s right for you. Take your pick from our range of managed fund investments available.
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Place your order
Choose the dollar amount you want to invest.
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Check your Portfolio
Once your order is filled, the new purchase will appear in your Portfolio.
Fees when investing in managed funds
Sharesies doesn’t charge you fees on managed funds.
There are annual management fees charged by the provider, and sometimes fees when you buy or sell investments. These are included in the price. Before you invest, check the fund info.
