Sharesies Expands KiwiSaver Options with Multi-Fund Portfolios

Highlights:

• Expanded KiwiSaver Options: Sharesies now allows KiwiSaver members to create diversified portfolios by combining multiple base funds, offering flexibility with investments ranging from conservative to high-growth options.
• Increased Customization: Members can now blend various funds, such as Milford Aggressive Fund and Pathfinder, to tailor their risk and return profiles according to individual preferences.
• Enhanced Investment Tools: Sharesies has upgraded its investment plan builder and app, providing features like draft plans and detailed performance tracking to help members better manage and monitor their investments.

KiwiSaver Members Gain Greater Control Over Investments

Sharesies, a prominent digital investment platform, is offering more flexibility to its KiwiSaver members. Previously, members could choose only one base fund for their KiwiSaver scheme, but now they can combine multiple base funds to create a diversified portfolio. Sharesies KiwiSaver members can allocate their portfolio across various funds, including conservative and high-growth options, with at least 50% invested in base funds.

More Customization, More Control

Matt Macpherson, Sharesies' Head of KiwiSaver, emphasized the importance of customization, allowing members to blend options like Milford Aggressive Fund and Pathfinder. This increased personalisation lets investors tailor their risk and return profiles.

Upgraded Investment Tools

To support these changes, Sharesies has also upgraded its investment plan builder, enabling members to create and save draft plans. The Sharesies app provides performance tracking, including price history, returns, and fees.

With more than 650,000 investors and $3 billion in funds under management, Sharesies continues to expand its offerings, helping members take control of their financial futures.

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