SHARESIES KIWISAVER SCHEME
SIPO change history
Each Statement of Investment Policy and Objectives (SIPO) issued for the SHARESIES KIWISAVER SCHEME is archived here. SIPO changes describe the scheme's investment strategy — asset-allocation ranges, hedging policy, derivatives use, ESG framework, external managers — so all funds in the scheme share this history.
Per-SIPO readings
| SIPO as at | Investment objective | Asset allocation ranges | Currency hedging policy | ESG / responsible investment policy | External investment manager | Derivatives policy | Performance fee structure |
|---|---|---|---|---|---|---|---|
| 20 April 2026 | Investment Objective 4 Investment Philosophy & Strategy 4 Investment Policies 5 Rebalancing 5 Liquidity Risk Manageme… | {"cash":"4%0%","nz_equities":"19%0%","intl_equities":"53%0%","listed_property":"4%0%","nz_fixed_interest":"8%0%","int… | — | {"mentions":19,"verbatim":"ference, equity options and futures • Any other investment not excluded by the underlying … | — | derivatives) or by investing in other funds. Selected underlying manager Smartshares Limited Selected Fund and Scheme… | — |
Diff appears next SIPO
We have one SIPO on file. The first comparison appears once the next SIPO is ingested — typically when the issuer publishes a revised SIPO (cadence varies; usually annual or on material change).
Data sources
- FMA Disclose register — Statements of Investment Policy and Objectives
- Provider websites — issuer-published SIPO PDFs
SIPO field extraction uses FMA-mandated section anchors. Long fields (objective, ESG verbatim, derivatives policy) are truncated in the table — verify against the source PDF for the full text. General information only — not financial advice.
FundCompare
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.