Can I switch funds?

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• Can I have multiple funds with my KiwiSaver?

  No - with Simplicity, your KiwiSaver account can only be invested in one fund at a time. For most people, KiwiSaver has a single long-term purpose, so one investment strategy is usually enough. If your goals or risk appetite change over time, you can ...

• How to transfer my KiwiSaver funds to Australian super funds?

  If you’ve permanently moved to Australia, you may be able to transfer your KiwiSaver to an Australian-compliant super fund under the Trans-Tasman portability scheme. You cannot withdraw the money directly to your bank account. Before applying, please ...

• Are your funds ethically invested?

  Our business is ultimately a social enterprise, so responsible investing is an important issue for us and our members. We specifically exclude investments in companies with significant involvement in activities such as fossil fuel extraction, weapons ...

• What is your expected rate of return?

  Our Conservative, Balanced, Growth and High Growth funds are broadly diversified and are invested in up to 4000 investments in 20 countries that fluctuate in value everyday. You can see how our funds have performed over various timeframes here.

• Should I choose KiwiSaver or an investment fund for my kids?

  We offer both KiwiSaver and Investment Fund accounts for children. Diversified funds in both schemes currently have the same management fee. You can view the KiwiSaver performance table here and the Investment Fund performance table here. KiwiSaver: ...