SHARESIES INVESTMENT MANAGEMENT LIMITED
The Sharesies KiwiSaver Scheme is operated by Sharesies Investment Management Limited. As of the latest reporting period, the scheme has 30,981 members and $0.61 billion in assets under management. Members can choose from seven funds within a KiwiSaver scheme, spanning a range of investment approaches to suit different time horizons and risk tolerances.
The scheme charges an average annual fee of 0.91% across its funds. The fund line-up includes Growth, Balanced, Conservative, and Aggressive options, allowing members to select an investment strategy aligned with their circumstances. This type of scheme structure appeals to members seeking accessible, diversified investment options within the KiwiSaver framework. This information is general in nature only and should not be construed as financial advice.
Assets
$606M
Total value
Average Return
N/A
Five year
Average Fee 💰
0.91%
One Year
Total Investors
31K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Sharesies Smartshares Conservative Fund | Conservative | N/A | 0.47% | $21M | 30.38% | 25-01-2023 |
| Sharesies Smartshares Growth Fund | Growth | N/A | 1.35% | $6M | 79.29% | 25-01-2023 |
| Sharesies Smartshares Balanced Fund | Balanced | N/A | 0.5% | $47M | 60.89% | 25-01-2023 |
| Sharesies Milford Aggressive Fund | Aggressive | N/A | 1.15% | $188M | 99.87% | 29-02-2024 |
| Sharesies Pathfinder Ethical Growth Fund | Growth | N/A | 1.32% | $38M | 71.86% | 25-01-2023 |
| Sharesies Pie Global Growth 2 Fund | Aggressive | N/A | 1.52% | $75M | 90.21% | 25-01-2023 |
| Sharesies Us500 Fund | Aggressive | N/A | 0.09% | $230M | 99.98% | 20-03-2025 |
Governance & relationships
- Manager
- SHARESIES INVESTMENT MANAGEMENT LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP100146verify on FSPR ↗
- NZBN
- 9429049537208verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (4)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2026-04-20 | SIPO | 1 PDF | Extracted | PDF only |
| 2026-Q1 | QFU | 5 PDFs | Extracted | Open filing → |
| 2026-04-20 | PDS | 1 PDF | Extracted | PDF only |
| 2023-06-30 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- Sharesies
- Funds operated
- 7
- Scheme(s)
- SHARESIES KIWISAVER SCHEME
Endpoints for SHARESIES INVESTMENT MANAGEMENT LIMITED
One-click MCP install
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Full per-client guide + ChatGPT GPT setup at /api/mcp.
Quick examples
cURL
curl -s "https://fundcompare.co.nz/api/provider/sharesies/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/sharesies/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
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