Before you invest...
Sharesies is an online investment platform. It's important to consider your investment objectives and read the fund’s product disclosure statement ( PDS) carefully. It contains the fund’s investment objectives, risks, charges and other information which should be considered carefully before investing.
A PDS for each of the funds available on the platform is on the Sharesies website and platform. The issuer of each of the funds is named in the PDS and the Sharesies website.
What investments are available?
We'll continue to grow the range of investments available on the platform. At the moment we have 11 funds available:
Socially responsible investments issued by Pathfinder Asset Management Ltd:
Pathfinder Global Responsibility Fund
Invest in socially responsible companies around the world. Each company goes through a screening process to make sure they’re socially responsible. This means excluding companies involved in restricted industries such as gambling, tobacco, controversial weapons and thermal coal. And selecting the companies that have the highest Environmental, Social and Governance (ESG) score.
Pathfinder Global Water Fund
Invest in socially responsible companies around the world involved in the water industry. The water companies cover a wide range of activities including water treatment, pipe and pump manufacturing and specialist engineering. Each company goes through a screening process to make sure they’re socially responsible—there are no bottled water companies in the water fund.
Exchange-traded funds ETFS issued by Smartshares Ltd:
Most of these are Index Funds (excluding the NZ Bond Fund) - which mean you don't own shares in one company but units in a fund that's made up in a range of them.
NZ Top 50 - Medium risk
Own a piece of the 50 largest companies listed on the New Zealand Stock Exchange (NZX). At 28 April 2017 this included companies like, Spark NZ Ltd, Fisher & Paykel Healthcare Ltd, and Auckland International Airport Ltd.
Australian Top 20 (OZY) - Higher risk
The top 20 companies listed on the Australian Stock Exchange (ASX). This includes companies like: ANZ bank, Woolworths, and Commonwealth Bank of Australia.
US 500 (USF) - Higher risk
Invest in the top 500 companies in the United States. This includes companies like Apple, Alphabet, amazon.com, and Facebook. This index is managed by Vanguard (one of the world's largest investment firms).
NZ Bond (NZB) - Lower risk
Invest in a fund with a broad range of deposits or bonds, including some which are issued or guaranteed by the New Zealand Government. A bond is a loan typically made by investors to corporations or governments. The NZ Bond Fund is actively managed.
NZ Property (NPF) - Medium risk
Get on the property ladder… but in a bit of a different way. The NZ Property Fund invests in property listed on NZX. Examples include Kiwi Properties Group Limited, and Argosy Property.
Australian Resources (ASR) - Higher risk
Your investment will be spread across the top 200 companies in the resources sector that are listed on the Australian Stock Exchange (ASX). This includes companies in Energy, Metals and Mining sectors.
Europe Fund (EUF) - Higher risk
Invest in companies based in Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, the Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and the UK. This index is managed by Vanguard (one of the world’s largest investment firms).
NZ Mid Cap (MDZ) - Medium risk
This award-winning ETF contains some of New Zealand top growth companies like A2 Milk Company, Air New Zealand and Comvita. It includes companies in the NZ Top 50 but with the top 10, and dual-listed Australian banks removed.
Emerging Markets Fund (EMF) - Higher risk
Invest in companies based in emerging markets around the world this includes China, Brazil, Taiwan, and South Africa. This index is managed by Vanguard (one of the world’s largest investment firms).
What companies are included?
To see a full list of companies involved in each fund, click on the links below. If you scroll to 'Recent Announcements' you will be able to access regularly updated lists of those companies:
NZ Top 50 - https://www.nzx.com/markets/NZSX/securities/FNZ
Australian Top 20 - https://www.nzx.com/markets/NZSX/securities/OZY
US 500 - https://www.nzx.com/companies/USF
NZ Bond - https://www.nzx.com/markets/NZSX/securities/NZB
NZ Property - https://www.nzx.com/companies/NPF
Australian Resources - https://www.nzx.com/markets/NZSX/securities/ASR
NZ Mid Cap - https://www.nzx.com/instruments/MDZ
Europe Fund - https://www.nzx.com/instruments/EUF
Emerging Markets Fund - https://www.nzx.com/instruments/EMF
The info on here, the Sharesies website and platform is just a snapshot. It is not a recommendation to buy, sell or hold any investments available on the platform or an opinion on any of those things. We try hard to fairly and accurately display the info from the fund’s relevant PDS. We don’t, however, take responsibility for any product information provided by issuers. We also don’t make any promises as to the accuracy or completeness of the info so for full disclosure read the relevant PDS before investing!
There is also other useful info about each fund on ww.business.govt.nz/disclose. If you’re unsure how suitable an investment is for you, you should get financial advice tailored to you before you invest.