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The GoalsGetter KiwiSaver scheme offers a selection of high quality, hand-picked funds from New Zealand’s leading fund managers.

Invest now with  

Money is held by the supervisor (the Scheme’s Trustee) and pooled with the money of other investors in the fund(s). We invest this money on behalf of all investors in the fund.

The money you invest buys units in the fund(s) you select. Each unit has a price which is usually calculated on each business day by dividing the total net value of the fund’s assets by the number of units on issue in the fund. The fund’s assets are valued independently of us by BNP Paribas Fund Services Australasia Pty Limited. The value of your investment will be affected by any change in the value of the fund’s assets which is reflected in the fund’s unit price.

The Statement of Investment Policy and Objectives was lodged with the registrar on 6 May 2024 and Other Material Information (OMI) was lodged with the registrar 6 May 2024. The OMI document supplements the Product Disclosure Statements (PDS) for each of the Funds.

The Annual Report is available for GoalsGetter KiwiSaver Scheme for year ending 31 March 2023. The previous year to 31 March 2022 is available here.

Fund Name Entry Exit Download
Diversified
Growth
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{{funds.ZTW760.title}} {{#if pricing.ZTW760.purchase_price}}{{M:round pricing.ZTW760.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW760.redemption_price}}{{M:round pricing.ZTW760.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW737.title}} {{#if pricing.ZTW737.purchase_price}}{{M:round pricing.ZTW737.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW737.redemption_price}}{{M:round pricing.ZTW737.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW765.title}} {{#if pricing.ZTW765.purchase_price}}{{M:round pricing.ZTW765.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW765.redemption_price}}{{M:round pricing.ZTW765.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW766.title}} {{#if pricing.ZTW766.purchase_price}}{{M:round pricing.ZTW766.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW766.redemption_price}}{{M:round pricing.ZTW766.redemption_price 4}}{{else}}—{{/if}}
Balanced
{{funds.ZTW767.title}} {{#if pricing.ZTW767.purchase_price}}{{M:round pricing.ZTW767.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW767.redemption_price}}{{M:round pricing.ZTW767.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW764.title}} {{#if pricing.ZTW764.purchase_price}}{{M:round pricing.ZTW764.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW764.redemption_price}}{{M:round pricing.ZTW764.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW761.title}} {{#if pricing.ZTW761.purchase_price}}{{M:round pricing.ZTW761.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW761.redemption_price}}{{M:round pricing.ZTW761.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW735.title}} {{#if pricing.ZTW735.purchase_price}}{{M:round pricing.ZTW735.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW735.redemption_price}}{{M:round pricing.ZTW735.redemption_price 4}}{{else}}—{{/if}}
Other Funds
{{funds.ZTW769.title}} {{#if pricing.ZTW769.purchase_price}}{{M:round pricing.ZTW769.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW769.redemption_price}}{{M:round pricing.ZTW769.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW742.title}} {{#if pricing.ZTW742.purchase_price}}{{M:round pricing.ZTW742.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW742.redemption_price}}{{M:round pricing.ZTW742.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW733.title}} {{#if pricing.ZTW733.purchase_price}}{{M:round pricing.ZTW733.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW733.redemption_price}}{{M:round pricing.ZTW733.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW721.title}} {{#if pricing.ZTW721.purchase_price}}{{M:round pricing.ZTW721.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW721.redemption_price}}{{M:round pricing.ZTW721.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW704.title}} {{#if pricing.ZTW704.purchase_price}}{{M:round pricing.ZTW704.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW704.redemption_price}}{{M:round pricing.ZTW704.redemption_price 4}}{{else}}—{{/if}}
{{funds.ZTW720.title}} {{#if pricing.ZTW720.purchase_price}}{{M:round pricing.ZTW720.purchase_price 4}}{{else}}—{{/if}} {{#if pricing.ZTW720.redemption_price}}{{M:round pricing.ZTW720.redemption_price 4}}{{else}}—{{/if}}
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