Lots of people donât know that. }); Furthermore, in January Smartshares in-housed investment duties for its $180 million cash ETF, previously managed by Nikko. 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). Click here to learn about SuperLife Age Steps. You will be charged this fee when you transfer money into the Scheme from a UK pension scheme or another ROPS. 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. Your tax may be lower. Click here to view all previous fund updates. 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). SuperLife disability insurance protects you from the loss of income from a severe disability that prevents you from working for an extended period. The relevant gross fee is calculated using your PIR. For Australian funds, the fee estimate has been taken from the latest Product Disclosure Statement for each fund. Smartshares is a member of the New Zealand Stock Exchange (NZX), creating the first ETF back in 1996. setTimeout(function () { 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%. SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). 0.002 |-0.07 % As of 07/01/2021 03:36 ⦠Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Portfolio Index. $18 a year (you will only be charged this fee if you choose to receive statements and other SuperLife communications in paper form). PO Box 105262, Auckland City 1143, SuperLife for KiwiSaver SuperLife for Investments SuperLife for UK pension transfers, How Can We Help You? Download Click here to view our sector and ETF funds. ... Smartshares NZ Cash ETF NZC-NZ Add to Portfolio. The S&P/NZX NZ Government Bond Index is made up of sovereign bonds issued by the New Zealand Government. $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). Updated quarterly. It created New Zealandâs first ETF (the NZ Top 10 Fund) in 1996. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. 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. Click here to learn how NZ Super works and the current rates. Privacy Policy. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Smartshare is not an investment fund, they will not cash out the ETF for you. BackSmartshares NZ Cash ETF - Fund Update - 30 June 2019 14/8/2019, 4:31 pm FNDUPDTE. 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 learn more. Get detailed information about the Smartshares NZ Cash ETF including Price, Charts, Technical Analysis, Historical data, Smartshares NZ Cash Reports and more. 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 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. 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 youâre used to. Cash: Cash and equivalents: NZ: 0.41%: Full list of investments this fund holds. Click here to learn more. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. Fee Amount; Fund Charges: 0.49% per annum of fund's net value. 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. Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). You will be charged this fee if you transfer your investment from the Scheme to a UK pension scheme or another ROPS. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. 21 Queen Street Copy Link Share Link You won't be able to access your changes if you close this page without copying or sharing the link 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. Smartshares Limited has provided a copy of the Fund Update for the quarter ended 30 June 2019. The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. Smartshares are 35 exchange traded funds (ETFs) offered by a company owned by the NZX. Funds Summary superlife@superlife.co.nz 0800 27 87 37 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. pdf, 573 KB. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. Click here to learn more about KiwiSaver for members under age 18. $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). 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