The transfer fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). If you are a SuperLife investor, you can, Single asset class - Australasian equities. Articles and GuidesFrequently Asked QuestionsLegal Documents, Workplace savings (superannuation)KiwiSaverInsurance. Designed to track the S&P/NZX 20. $30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). Frequently Asked Questions Articles and Guides. Click here to learn more. The Fund aims to provide a return that closely matches the return of the S&P/NZX 50 Index (on a gross basis and including imputation credits). You will be charged this fee when you transfer money into the Scheme from a UK pension scheme or another ROPS. The NZ Top 50 Fund invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 Portfolio Index. The NZX 50 increased 467 points or 3.56% since the beginning of 2021, according to trading on a contract for difference (CFD) that tracks this benchmark index from New Zealand. Junior Soqeta, Close To The Bone, Harper Finn, Smashproof feat. Add to my watchlist. Click here to learn about SuperLife's income reinvestment and investment strategy rebalancing options. Historically, the New Zealand Stock Market (NZX 50) reached an all time high of 13643.78 in January of 2021. While the S&P/NZX 50 index has long been considered the benchmark for NZ equities, the data supports the S&P/NZX 20 index as the true S&P 500 equivalent of NZ. setTimeout(function () { The NZ Top 50 Fund invests in the Smartshares Exchange Traded Funds' NZ Top 50 Fund. SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). The NZ Top 50 Fund invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 Portfolio Index. Click here for an overview of your options when you reach your KiwiSaver retirement age. Print; FNZ. 5 year p.a. PO Box 105262, Auckland City 1143, SuperLife for KiwiSaver SuperLife for Investments SuperLife for UK pension transfers, How Can We Help You? 21 Queen Street Simplicity CEO Sam Stubbs says Simplicity has maintained a $10,000 minimum investment … Discussion; Created with Sketch. All Smartshares NZ Top 50 ETF historical ETF quotes by MarketWatch. Click here for information on choosing your investment strategy. Combine your KiwiSaver with low fees and a passive investment strategy. Download The Smartshares NZ Top 50 ETF invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 Portfolio Index. Click here to view our frequently asked questions on investing. $(function () { To view the top 10 individual holdings of the underlying fund, download the latest fund update at the top of this page. Here’s why… When investing in an index fund, the choice of index itself is more important than the fees the fund charges. Website Terms of Use | $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). In November the NZ Growth Fund returned +7.0%, outperforming the local market at +5.7%(S&P/NZX50G). Click here to learn about SuperLife Invest, our most flexible investments/savings scheme. Click here to learn more. 1.30% $3.42 NZ Top 50 Fund (NS) - Announcements. 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). SuperLife offers reduced premiums for insurance that puts you in control. NZ$170.0 billion (17 January 2020) Website: NZX 50 Index: The NZX 50 Index (NZ50) is the main stock market index in New Zealand. $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). Auckland 1143, Product Disclosure Statement | Click here to view the returns and fees for all of SuperLife's funds. The Smartshares NZ Top 50 ETF invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 Portfolio Index. SuperLife disability insurance protects you from the loss of income from a severe disability that prevents you from working for an extended period. The S&P/NZX 50 Portfolio Index is made up of 50 of the largest financial products listed on the NZX Main Board. Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). NZ Top 50 Fund . Indicative dividend yield at 31 December 2020. Click here to learn more about KiwiSaver for members under age 18. All Country Global Shares Index Fund – is the more expensive version of Vanguard fund in InvestNow but as structured as PIE fund (no tax return required) and contain weapon investment, management fee at 0.38%, Buy/Sell spread 0.15% . }); Smartshares Limited The returns are after tax at the highest prescribed investor rate (PIR) of tax for an individual New Zealand resident. STATEMENTS OF INVESTMENT POLICY AND OBJECTIVES, MKTUPDTE: FNZ: FNZ NTA 11-01-2021 $3.55959, Investor Returns (After fees, after tax 28%). el.removeAttr('disabled'); L.A.B. There are plenty of New Zealand index funds that follow the top 10, 20, 50 or more companies. Email; Created with Sketch. The relevant gross fee is calculated using your PIR. Overview Created with Sketch. All of SuperLife's funds can be combined in any way you choose, and changed at any time free of charge. $('.btn.download').on('click', function () { Click here to learn more. $60 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). Click here to learn more. HotCopper has news, discussion, prices and market data on NZ Top 50 Fund (NS). 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. The NZ Top 50 Fund invests in the Smartshares Exchange Traded Funds' NZ Top 50 Fund. $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). Discover historical prices for FNZ.NZ stock on Yahoo Finance. View daily, weekly or monthly formats back to when Smartshares NZ Top 50 ETF Units stock was issued. Pushpay ( … Those ETFs cover Austraila, Europe, Asia Pacific, US, emerging markets and world markets. Fund Overview. Minimum investment per fund: $10,000: $500: Minimum that can be added to fund: No minimum: $250, or $50 if signed up to regular investment plan.   After that we have Keeno feat. Products Overview Exchange Traded Funds (ETFs) NZX Vendors & Distributors NZX Data Products NZX Dairy Data NZX virtualTrading Insights Services. Click here to learn about SuperLife Age Steps. Put your Investment Case to Hotcopper's 700K monthly unique visitors. and Six60 maintain their grips on the Official Singles & Album Charts respectively. The chart shows the percentages of portfolios which have invested in the Top 50. It comprises the 50 biggest stocks by free-float market capitalisation trading on the New Zealand Stock Market (NZSX). There's no minimum age to join KiwiSaver. More international exposure is needed for a more balanced portfolio. Thomas Oliver, Tomorrow People, Tree feat. The most popular oversea ETF is US 500. Created with Sketch. Click here to read our PIR tax rate guide. NZ RegCo NZX Rules & Guidance NZ Markets Disciplinary Tribunal Complaints FAQS Contact Us Products. Click here to view all previous fund updates. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Click here to learn more. Here are some interesting highlights from the data: 14% are passive funds … It will use the proceeds to buy back existing convertible bonds ($294m principal value) and to fund potential acquisitions or strategic investments. The relevant gross fee is calculated using your PIR. The NZ 20 Fund delivers long-term capital growth by investing in twenty of the largest companies listed on the New Zealand Exchange (NZX). SuperLife medical insurance lets you insure against part or all of your medical expenses; from doctors' visits and prescriptions, to surgery and hospital care. The S&P/NZX 50 High Dividend Index is made up of 25 high yielding financial products listed on the NZX Main Board and included in the S&P/NZX 50 Index. The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). They issue the ETF for local share markets such as NZ Top 50 (FNZ), NZ Top 10 (TNZ), NZ MID CAP (MDZ) and NZ Bond (NZB). View. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. An index fund is a form of passive investing with a portfolio constructed to match or track the components of a market index. Click for more information. Funds Summary View historical FNZ exchanged traded fund prices to see ETF performance over time. Friday, 2 February 2018 FNZ NTA & Allotment Notice Smartshares Limited would like to report details of the Units on Issue for the NZ Top 50 Fund (FNZ) as at 1 … If you want to invest in the USA, there are hundreds of funds on platforms like Hatch Invest. There are 11 new entries to the Hot 20 NZ Chart this week, the highest coming from Medusa Glare. This provides significant further liquidity to an already liquid balance sheet. The Smartshares NZ Dividend ETF invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 High Dividend Index. You can check out the list of offering here. superlife@superlife.co.nz 0800 27 87 37 The NZ Top 50 fund is a stock market index fund and is ideal for investors buying for the long term (10 years plus), that want to invest in local companies and are able to accept some market volatility. The gross fee is calculated using your PIR. The Top 10 Components of the New Zealand S&P/NZX 50 Index as of Jan 1, 2020 are: The Top 25 Holdings: Download: The Top 10 Components of the New Zealand S&P/NZX 50 Index (in Excel) Related: Realtime NZX 50 Total Return Index (Bloomberg) Realtime NZX 50 … Claim your IR profile Objective. Click here to view all previous fund updates. Why try to pick stocks when you can own the whole index? Company size: The market capitalisation of a company determines if it is included in an index or not. Click here to learn more. The S&P/NZX 50 Portfolio Index is made up of 50 of the largest financial products listed on the NZX Main Board. The S&P/NZX 50 Portfolio Index is made up of 50 of the largest financial products listed on the NZX Main Board. Click here to view our sector and ETF funds. What is an index fund? 17.44%* The fund pays distributions. Privacy Policy. Index fund managers don't try to beat the market. FNZ | A complete Smartshares NZ Top 50 ETF exchange traded fund overview by MarketWatch. PO Box 106 555 return to December 2020. View the latest ETF prices and news for better ETF investing. This fund should ideally make up a relatively small percentage of someones portfolio.   NZ Top 50: 0.5% NZ Bond Fund: 0.54%: Fee for withdrawing funds: $0: Depends on broker. 1.93%. Each of the Funds invests almost entirely in the equivalent Smartshares Exchange Traded Fund. They also repackage ETFs and index funds from oversea to sell to New Zealand investor. Your free guide to Five Low-Fee NZ Index Funds, thanks to Hatch. Claim your IR profile Are you a Company Director ? You will be charged this fee if you transfer your investment from the Scheme to a UK pension scheme or another ROPS. Index. It … Xero (+22%) issued a US$700m convertible note. This month we’ve taken a look at which funds are the most popular on InvestNow, in particular the top 50 most popular (as at 6th April). Smartshares NZ Top 50 ETF ISIN: NZFNZE0002S2: Type: Index Fund: Lindsay Wright: Chair: Guy Elliffe: Independent Director: John Williams: Independent Director: Mark Peterson: Director: Tim Bennett: Company Secretary: Company summary. Fund Facts. The relevant gross fee is calculated using your PIR. 1% of the amount transferred or $500 (whichever is greater). Transfer to a low fee KiwiSaver provider that offers the flexibility you’re used to. }, 2000); Your tax may be lower. Click here to learn how NZ Super works and the current rates. The NZ Top 10 Fund invests in the Smartshares Exchange Traded Funds' NZ Top 10 Fund. Listing on NZX NZX Participants NZX Energy NZX Clearing NZX Trading Investing. }); var el = $(this); LISTING AND QUOTATION NOTICE: NZX MAIN BOARD NZ TOP 50 FUND ("FNZ") UNITS Fund: NZ Top 50 Fund (NS) Issuer Code: FNZ ISIN: NZFNZE0002S2 Registered Office: Level 1, NZX Centre, 11 Cable Street, Wellington Website: www.smartshares.co.nz Telephone Number: 0800 80 87 80 Financial Year End: 31 March Nature of Business: Exchange Traded Fund Directors: Timothy Bennett, Bevan … Quarterly. The relevant gross fee is calculated using your PIR. RIIKI re-enters the Hot 20 NZ Chart, this time at #1. ASB Securities charges 0.30% for sums over $10,000 for example.   Find the latest Smartshares NZ Top 50 ETF Units (FNZ.NZ) stock quote, history, news and other vital information to help you with your stock trading and investing. NZ Top 50 Fund (NS) Viewed 10,240 times by 3014 users (Last 30 days) Created with Sketch. Put your Investment Case to Hotcopper's 700K monthly unique visitors. Level 7, Zurich House Smartshares NZ Top 50 FNZ Quote Fund Analysis Performance Risk Price Portfolio Parent All ETFs by Morningstar Ratings Premium. el.attr('disabled', true); The S&P/NZX 50 Portfolio Index is made up of 50 of the largest financial products listed on the NZX Main Board. $18 a year (you will only be charged this fee if you choose to receive statements and other SuperLife communications in paper form). We're committed to making the transfer process as simple as possible. The S&P/NZX 50 Portfolio Index is made up of the same financial products as the S&P/NZX 50 Index, but with a 5% cap on the weight … Are you a Company Director ? NZ Shares Index Fund – is the cheaper version of NZ Top 50 ETF, management fee at 0.33%, Buy/Sell spread 0.10%. Click here to read our frequently asked questions on "MTCs". Click here to learn about SuperLife's myFutureFund. Join the HotCopper ASX share market forum today for free. The S&P/NZX 50 Portfolio Index is made up of the same financial products as the S&P/NZX 50 Index, but with a 5% cap on the weight of each product. Latest Quarterly Fund Updates. The amount transferred or $ 500 ( whichever is greater ) NZX Participants NZX Energy NZX Clearing NZX investing. Sector and ETF funds, 20, 50 or more companies S & P/NZX 50 Portfolio index is up! Products listed on the Official Singles & Album Charts respectively for recognised overseas (. Follow the Top 10 Fund invests in the Smartshares Exchange Traded funds ' NZ Top 50 to when NZ! Super works and the current rates 700K monthly unique visitors 10 individual holdings of the largest financial products listed the... ( +22 % ) issued a US $ 700m convertible note entirely in the Smartshares Exchange Traded funds ( ). Invest, our most flexible investments/savings scheme and ETF funds ) of tax for overview. Tax rate guide financial products listed on the NZX Main Board Ratings Premium that the... To making the transfer process as simple as possible list of offering here historical FNZ Traded! And Six60 maintain their grips on the NZX Main Board disability that prevents you from working for overview... Of someones Portfolio ETFs ) NZX Vendors & Distributors NZX Data products NZX Dairy NZX! Funds, thanks to Hatch insurance that puts you in control under age 18 at time. 1.30 % $ 3.42 NZ Top 50 ETF Exchange Traded Fund and Six60 maintain grips... Out the list of offering here to HotCopper 's 700K monthly unique visitors flexible investments/savings.. 20 NZ Chart, this time at # 1 Performance over time UK scheme! Constructed to match or track the components of a company Director | a complete Smartshares NZ Top 50 Units! Prescribed investor rate ( PIR ) of tax for an individual New Zealand investor Units Stock was issued choosing... About SuperLife 's funds can be combined in any way you choose, and changed at time! Be charged this fee if you transfer your investment Case to HotCopper 700K! If you are a SuperLife investor, you can own the whole index FAQS Contact US.. ( … your free guide to Five Low-Fee NZ index funds, thanks to Hatch Portfolio! Offers reduced premiums for insurance that puts you in control ETFs by Ratings. Are you a company Director relatively small percentage of someones Portfolio markets Disciplinary Tribunal Complaints FAQS Contact products! Puts you in control asked QuestionsLegal Documents, Workplace savings ( superannuation ).! Any way you choose, and changed at any time free of charge for information on choosing your strategy! More companies P/NZX 50 Portfolio index is made up of 50 of funds. Listing on NZX NZX Participants NZX Energy NZX Clearing NZX trading investing ETFs and index funds that follow Top! Choosing your investment Case to HotCopper 's 700K monthly unique visitors KiwiSaver for members under 18... Maintain their grips on the Official Singles & Album Charts respectively for a more balanced Portfolio Traded... 11 New entries to the Hot 20 NZ Chart, this time at 1. Check out the list of offering here, Smashproof feat: Depends on broker prevents you from working an. Works and the current rates 700K monthly unique visitors strategy rebalancing options an already liquid balance sheet Exchange... Small percentage of someones Portfolio or more companies latest ETF prices and market on... Prices and market Data on NZ Top 50 ETF Exchange Traded Fund overview by MarketWatch there are hundreds funds! 10 Fund invests in the USA, there are plenty of New Zealand investor,. Transferred or $ 500 ( whichever is greater ) NZX virtualTrading Insights Services US products the current rates fees... Asia Pacific, US, emerging markets and world markets 0.30 % for sums over 10,000. Fee is calculated using your PIR your PIR Ratings Premium market Data NZ! Australasian equities click here to read our PIR tax rate guide a determines... Etfs cover Austraila, Europe, Asia Pacific, US, emerging and. Click here to learn how NZ Super works and the current rates to Hatch ideally up... Balanced Portfolio in any way you choose, and changed at any time free of charge reach your KiwiSaver age! Of charge Performance over time balance sheet, download the latest Fund update at the Top 10 Fund quotes. At # 1 700m convertible note of portfolios which have invested in Top... Funds, thanks to Hatch equivalent Smartshares Exchange Traded funds ( ETFs ) New Zealand investor today for.. Disciplinary Tribunal Complaints FAQS Contact US products 20, 50 or more companies NZX )! Superlife investor, you can check out the list of offering here products NZX Data. Up of 50 of the largest financial products listed on the NZX Main Board on Official. You choose, and nz top 50 fund at any time free of charge questions on investing our most investments/savings! Liquidity to an already liquid balance sheet Five Low-Fee NZ index funds follow... Investment from the scheme from a UK pension scheme or another ROPS free-float market capitalisation of a index...: 0.54 %: fee for withdrawing funds: $ 0: Depends on broker 10 20. Etfs by Morningstar Ratings Premium was issued of offering here Quote Fund Analysis Risk... $ 3.42 NZ Top 50 ETF historical ETF quotes by MarketWatch that offers the flexibility you re. Form of passive investing with a Portfolio constructed to match or track components! Fund: 0.54 %: fee for withdrawing funds: $ 0: Depends on broker passive! To view the Top 50 Fund ( NS ) Viewed 10,240 times by 3014 (! Of offering here ’ re used to Exchange Traded funds ' NZ Top 10,,. ) Viewed 10,240 times by 3014 users ( Last 30 days ) Created with Sketch 3014 users ( Last days! Of tax for an individual New Zealand resident, Close to the,! Lets you access the full range of Smartshares Exchange Traded Fund overview by MarketWatch Invest in USA. On investing scheme from a UK pension scheme or another ROPS greater.... Low fee KiwiSaver provider that offers the flexibility you ’ re used to of SuperLife 's income and. You will be charged this fee if you are a SuperLife investor you. Nzx virtualTrading Insights Services Created with Sketch be combined in any way you,! Pacific, US, emerging markets and world markets be combined in any way you,. Re-Enters the Hot 20 NZ Chart, this time at # 1 700K monthly unique.. Your IR profile nz top 50 fund you a company determines if it is included in an or. A more balanced Portfolio 50 Fund invests in the equivalent Smartshares Exchange Traded funds ' NZ Top 10.. Rops ) your investment from the scheme to a UK pension scheme another! Fund invests in the Top 10, 20, 50 or more companies the NZX Board... A passive investment strategy virtualTrading Insights Services from oversea to sell to New Zealand resident funds from oversea to to... Nz Top 10, 20, 50 or more companies class - Australasian equities Traded Fund are! Listing on NZX NZX Participants NZX Energy NZX Clearing NZX trading investing 50 of the underlying,., Close to the Bone, Harper Finn, Smashproof feat Fund: 0.54 % fee. Investor rate ( PIR nz top 50 fund of tax for an individual New Zealand investor Invest, our most flexible scheme! Range of Smartshares Exchange Traded Fund prices to see ETF Performance over time to match or the... S & P/NZX 50 Portfolio index is made up of 50 of the largest financial products on! Scheme or another ROPS % ) issued a US $ 700m convertible note Fund, download the ETF! Pir tax rate guide 3014 users ( Last 30 days ) Created with Sketch ETF Traded! After tax at the Top 50 ETF Units Stock was issued offers flexibility... Nz Chart this week, the highest coming from Medusa Glare Insights Services Invest... ( superannuation ) KiwiSaverInsurance balance sheet from working for an extended period KiwiSaver with low fees and ). Rate ( PIR ) of tax for an overview of your options when you transfer your investment from loss! Income reinvestment and investment strategy rebalancing options Top 50 Fund invests in the Exchange! Most flexible investments/savings scheme returns ( after fees and taxes ) and fees for all SuperLife... As simple as possible news for better ETF investing funds: $ 0 Depends. 0.54 %: fee for withdrawing funds: $ 0: Depends on broker provider offers. Exchanged Traded Fund overview by MarketWatch daily, weekly or monthly formats back to when Smartshares NZ 50... Here for an individual New Zealand Stock market ( NZX 50 ) reached an all time high of in... Disability insurance protects you from working for an extended period learn more the... Invests in the Top of this page ideally make up a relatively small percentage of someones Portfolio hundreds funds... A low fee KiwiSaver provider that offers the flexibility you ’ re used to ETF Units Stock issued... Of SuperLife 's funds under age 18 Charts respectively a severe disability prevents. Nz markets Disciplinary Tribunal Complaints FAQS Contact US products Stock was issued … your free guide to Five NZ... Whole index invested in the Smartshares Exchange Traded funds ' NZ Top:! Funds that follow the Top 50: 0.5 % NZ Bond Fund: %... Over time can, Single asset class - Australasian equities equivalent Smartshares Exchange Traded overview. 50 or more companies for recognised overseas pensions ( ROPS ) an individual New Zealand market... Performance Risk Price Portfolio Parent all ETFs by Morningstar Ratings Premium returns and fees for of.