Sharesies KiwiSaver Scheme Review
Independent analysis of Sharesies Investment Management Limited's KiwiSaver scheme based on FMA data, performance metrics, and fee structures. Last updated: May 2026.
Quick Summary
✅ Key Highlights
- • Competitive fees: 0.00% average fees
- • Good choice: 7 fund options available
- • Low-cost and accessible investing
- • User-friendly platform
📊 At a Glance
- • Average fees: 0.00% per year
- • 5-year returns: N/A
- • Fund options: 7 funds
- • Total members: 37k+
- • Assets under management: $0.8B
Sharesies makes investing accessible to all Kiwis with low-cost KiwiSaver and investment fund options.
Performance Analysis
All Sharesies KiwiSaver Scheme Funds
| Fund Name | Type | 5-Year Return | Fees | Risk | Members |
|---|---|---|---|---|---|
| Sharesies Smartshares Conservative Fund | Conservative | N/A | 0.47% | 3/7 | 1,753 |
| Sharesies Smartshares Growth Fund | Growth | N/A | 1.35% | 4/7 | 2,305 |
| Sharesies Smartshares Balanced Fund | Balanced | N/A | 0.50% | 4/7 | 3,034 |
| Sharesies Milford Aggressive Fund | Aggressive | N/A | 1.15% | 5/7 | 9,870 |
| Sharesies Pathfinder Ethical Growth Fund | Growth | N/A | 1.32% | 4/7 | 2,038 |
| Sharesies Pie Global Growth 2 Fund | Aggressive | N/A | 1.52% | 5/7 | 3,692 |
| Sharesies US500 Fund | Aggressive | N/A | 0.09% | 6/7 | 14,769 |
Considerations for Sharesies
What the data shows
- •Average fees below the market average
- •A choice between multiple fund types
Points some investors compare
- •Historical returns at other providers (for example Milford, Fisher Funds)
- •Ethical and responsible-investment options
- •Fund risk levels for a planned first-home withdrawal
A licensed financial adviser can help with a personal assessment.
Compare Alternatives
Other providers with comparable data:
AE KiwiSaver Limited
Always Ethical provides ethical KiwiSaver and investment funds that focus on responsible investing.
AMP Wealth Management New Zealand Limited
AMP offers KiwiSaver and investment solutions with a strong track record and flexible options.
ANZ New Zealand Investments Limited
ANZ provides a wide range of KiwiSaver and investment funds tailored for diverse financial goals.
Arotahi Trust Limited
Arotahi delivers KiwiSaver and investment solutions with a focus on secure and sustainable growth.
Ready to Compare All Providers?
See how Sharesies stacks up against all 30+ KiwiSaver providers side-by-side.
Disclaimer: This analysis is based on publicly available data from the FMA and provider disclosures as of October 2025. Past performance does not guarantee future results. This is not financial advice. Please consult a licensed financial adviser before making investment decisions.
Data sources: FMA KiwiSaver Quarterly Reports, Sharesies Investment Management Limited Product Disclosure Statements, provider websites.
