smartshares nz cash fund

... Smartshares NZ Cash ETF NZC-NZ Add to Portfolio. The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Download Funds Summary Best for investing in managed funds If you’re doing a Sharesies vs InvestNow comparison, you’ll be interested to learn that both providers provide access to managed funds. $('.btn.download').on('click', function () { Click here to view all previous fund updates. $(function () { The transfer fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Updated quarterly. Vanguard through Simplicity. The funds enable you to build a global portfolio in NZD, without having to worry about the complexity of managing foreign currencies or overseas tax. Access a wide selection of domestic and global Exchange Traded Funds (ETF) with Smartshares! Click here to learn more. The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Click here to learn about SuperLife Age Steps. Build a portfolio of funds that invests across New Zealand, Australia and a broad range of global stock exchanges. Click here to view the returns and fees for all of SuperLife's funds. The relevant gross fee is calculated using your PIR. You will be charged this fee when you transfer money into the Scheme from a UK pension scheme or another ROPS. Privacy Policy. NZX operates New Zealand capital, risk and commodity markets.   For further information regarding Smartshares visit www.smartshares.co.nz STATEMENTS OF INVESTMENT POLICY AND OBJECTIVES, MKTUPDTE: NZC: NZC NTA 11-01-2021 $2.95369, Fonterra Cooperative Group Ltd 08/10/21 FRN, NZ Local Govt. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. Bonds and Cash NZ BOND ETF (NZB) The Smartshares NZ Bond ETF invests in New Zealand fixed interest assets, with the objective of outperforming the S&P/NZX A-Grade Corporate Bond Index over rolling 3-year periods. The relevant gross fee is calculated using your PIR. Smartshares Limited There's no minimum age to join KiwiSaver. Institutional investors can make basket withdrawals (or, in the case of the NZ Cash Fund, NZ Bond Fund and Global Bond Fund, institutional investor withdrawals). Click here to learn about SuperLife's income reinvestment and investment strategy rebalancing options. Lots of people don’t know that. el.attr('disabled', true); To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. There is one provider of exchange-traded funds in New Zealand, the New Zealand Exchange, under the SmartShares brand. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Articles and GuidesFrequently Asked QuestionsLegal Documents, Workplace savings (superannuation)KiwiSaverInsurance. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. The All Country Global Share Index fund is a similar class of fund as the Vanguard fund but structured as a PIE fund- … Smartshares - A member of the NZX Group. Other existing ETFs that will fall into the core bucket include the Global Aggregate Bond fund (that feeds into a BlackRock iShares product), the US S&P 500 tracker and the NZ Cash fund. Smartshares Limited has provided a copy of the Fund Update for the quarter ended 30 June 2019. 21 Queen Street Fee Amount; Fund Charges: 0.49% per annum of fund's net value. $18 a year (you will only be charged this fee if you choose to receive statements and other SuperLife communications in paper form). The paper statements fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). 1% of the amount transferred or $500 (whichever is greater). “Many New Zealand shareholders own shares in just one or a few companies. Administration fee: $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). You can build up a portfolio of securities that: Smartshare is not an investment fund, they will not cash out the ETF for you. Get detailed information about the Smartshares NZ Cash ETF including Price, Charts, Technical Analysis, Historical data, Smartshares NZ Cash Reports and more. Smartshares Exchange Traded Funds – read our Investment Statement and learn more about our products. Click here to learn more. 0.002 |-0.07 % As of 07/01/2021 03:36 … It created New Zealand’s first ETF (the NZ Top 10 Fund) in 1996. SuperLife disability insurance protects you from the loss of income from a severe disability that prevents you from working for an extended period. Day Change. Furthermore, in January Smartshares in-housed investment duties for its $180 million cash ETF, previously managed by Nikko. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. }); Top 10 issuer exposure as at 30 September 2020. If you are a SuperLife investor, you can, Single asset class - Cash and cash equivalents. You will be charged this fee if you transfer your investment from the Scheme to a UK pension scheme or another ROPS. We're committed to making the transfer process as simple as possible. SmartShares is a member of the NZX Group (the New Zealand stock exchange). Administration fee: $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Portfolio Index. Click here to learn how NZ Super works and the current rates. SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). Click here to learn more. Smartshares charges a $30 setup fee when you first apply, while annual management fees vary depending on the fund you choose and range from 0.20% to 0.75%. The gross fee is calculated using your PIR. Please copy or share the link for your saved form so you can access it later. The AMP NZ Share index funds is a similar fund as the Smartshares NZ Top 50 ETF, but at a cheaper rate- there is some difference between the two. Copy Link Share Link You won't be able to access your changes if you close this page without copying or sharing the link The NZ Cash Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand cash market. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. Funding Agency 15/05/21 GB, Hong Kong and Shanghai Banking Corp. Ltd. FRN, Investor Returns (After fees, after tax 28%). Smartshares Exchange Traded Funds 5 Fund Description and investment objective Risk indicator Fund charges (% per annum of the fund’s net asset value) SmartINCOME The SmartINCOME funds are actively managed and made up of interest bearing assets, bonds and other xed interest assets across New Zealand and a range of global markets. The relevant gross fee is calculated using your PIR. pdf, 573 KB. SuperLife medical insurance lets you insure against part or all of your medical expenses; from doctors' visits and prescriptions, to surgery and hospital care. Your tax may be lower. The investment manager for the fund is PIMCO Australia Pty Ltd. Cash: Cash and equivalents: NZ: 0.41%: Full list of investments this fund holds. Level 7, Zurich House Why try to pick stocks when you can own the whole index? Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). var el = $(this); Smartshares is supervised by the New Zealand Public Trust government organisation, the assets in its ETFs are custodied by BNP Paribas Australasia. Say I want to get my money out of smart shares for whatever reason, it says the product isn't redeemable for cash but I can sell them (at the current market rate). The average mix for aggressive managed funds is in grey. Click here to learn about SuperLife's myFutureFund. During the FMA debate, Rebecca Thomas, Mint Asset Management chief – arguing in the active camp – pointed out that some Smartshares NZ equities ETFs still cost 50 basis points, high by global standards. For Australian funds, the fee estimate has been taken from the latest Product Disclosure Statement for each fund. Click here to read our frequently asked questions on "MTCs". To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. PO Box 106 555 Fee Amount; Fund Charges: 0.49% per annum of fund's net value. }, 2000); Click here to view our frequently asked questions on investing. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. The objective of the fund is to outperform the NZX 90-Day Bank Bill Index over a rolling one-year period. Eleven ETFs track both New Zealand and Australian stocks, nine invest directly into US listed Vanguard ETFs, and three have outsourced active management covering fixed income and cash. If you've been a member of KiwiSaver for 3 years you may be able to withdraw some of your KiwiSaver savings to put towards purchasing your first home. $50 for each transfer (you will only be charged this fee if the PDS Supplement for your employer allows you to transfer money from your accounts to a KiwiSaver scheme and the transfer is to a KiwiSaver scheme other than the SuperLife KiwiSaver scheme). $30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). You can google “Stock Broker NZ” to contact any broker firm and set up an account. Auckland 1143, Product Disclosure Statement | Smartshares is a member of the New Zealand Stock Exchange (NZX), creating the first ETF back in 1996. $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). }); The ETFs charge fees between 0.33% and 0.75% offer a choice as to where to invest - Kiwi companies, global companies, emerging markets, mining, property and bonds and government debt. Bonds and Cash GLOBAL BOND ETF (GBF) The Smartshares Global Bond ETF invests in international fixed interest assets, with the objective of outperforming the Barclays Global Aggregate Index by 1% per annum over rolling 3-year periods, hedged against the New Zealand dollar. The relevant gross fee is calculated using your PIR. Distributions are paid in NZD and automatically reinvested for you, unless you choose to receive them in cash. Smartshares Exchange Traded Funds 5 Fund Description and investment objective Risk indicator Fund charges (% per annum of the fund’s net asset value) SmartINCOME The SmartINCOME funds are actively managed and made up of interest bearing assets, bonds and other xed interest assets across New Zealand and a range of global markets. The investment manager for the fund is Nikko Asset Management New Zealand Limited. PO Box 105262, Auckland City 1143, SuperLife for KiwiSaver SuperLife for Investments SuperLife for UK pension transfers, How Can We Help You? Click here to view our sector and ETF funds. The NZ Core Equity Trust aims to provide investors with the benefits of long-term capital growth by investing in a diversified portfolio of financial products listed in New Zealand, with increased exposure to small companies and value companies relative to a market weighted portfolio. Smartshares New Zealand Cash Trust is an exchange-traded fund incorporated in New Zealand. SMARTSHARES US 500 ETF (FND1106) Full portfolio holdings 30 Sep 2020.csv ... Smartshares Exchange Traded Funds - Smartshares ETFs built with iShares Series - Product Disclosure Statement.pdf. Transfer to a low fee KiwiSaver provider that offers the flexibility you’re used to. setTimeout(function () {   Bonds and Cash S&P/NZX NZ Government Bond ETF (NGB) The Smartshares S&P/NZX NZ Government Bond ETF is designed to track the return on the S&P/NZX NZ Government Bond Index. Click here for information on choosing your investment strategy. Website Terms of Use | Smartshares are 35 exchange traded funds (ETFs) offered by a company owned by the NZX. $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). The S&P/NZX NZ Government Bond Index is made up of sovereign bonds issued by the New Zealand Government. Click here to learn more. Smartshares allows you to invest across the main classes of cash, bonds, shares, and property with ease. The Smartshares NZ Cash ETF invests in cash and cash equivalents, with the objective of outperforming the S&P/NZX Bank Bill 90-Day Index over rolling 1-year periods.   The latest fund information for Smartshares NZ Cash, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. In order to sell your Smartshare ETF, you will need a broker to put your holding on the stock market. The Smartshares NZ Cash ETF invests in cash and cash equivalents, with the objective of outperforming the S&P/NZX Bank Bill 90-Day Index over rolling 1-year periods. el.removeAttr('disabled'); superlife@superlife.co.nz 0800 27 87 37 Combine your KiwiSaver with low fees and a passive investment strategy. The NZ Cash Fund is designed to provide a return (after tax, fees and other expenses) that reflects the after-tax return on the New Zealand cash market. We provide high quality market information, featuring real time stock quotes, market data, market news and tools to support business decision making ... Smartshares NZ Cash ETF Units Issued By: Smartshares NZ Cash ETF: ISIN: NZNZCE0001S1: Type: Index Fund: Activity. Frequently Asked Questions Articles and Guides. Last price $ 2.953. Click here to learn more. Click here to read our PIR tax rate guide. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Smartshares is New Zealand’s leading passive investment manager and the pioneer of Exchange Traded Funds (ETFs) in New Zealand, launching the first ETF in 1996. Click here to learn more. 1% of the amount transferred or $500 (whichever is greater). Simplicity is a nonprofit ethical fund manager, aimed to help Kiwis get … Currently they have 23 ETFs. BackSmartshares NZ Cash ETF - Fund Update - 30 June 2019 14/8/2019, 4:31 pm FNDUPDTE. Administration fee: $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). The sector funds invest in the Smartshares Exchange Traded Funds, managed investment products managed by third parties or directly held financial products (such as shares). Fee Amount; Fund Charges: 0.49% per annum of fund's net value. Click here to learn more about KiwiSaver for members under age 18. Fee estimates for PIE funds reflect the total expense ratio in the Fund Updates provided to the Disclose Register (note that this figure includes GST and any performance-based fees), unless we have been advised of a more recent change. Click here for an overview of your options when you reach your KiwiSaver retirement age. 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