Funds

Fund Referral

  • Fill in the form below and you'll be linked to the application form of your chosen fund provider.
  • When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.
  • Joining a fund is easy and quick.

You're being referred to:

Kiwi Wealth Conservative Fund

The Conservative Fund is invested up to 20% in shares and other growth assets, with the remainder invested in cash and fixed interest assets. Its objective is to exceed over the relevant timeframe the returns you would receive from investing 85% of your funds in New Zealand fixed interest and cash assets and 15% in global shares, through active asset allocation and active selection of shares, fixed interest and cash assets.

Please use the same name and email address as you will use on the fund application form.

How did you hear about us?

Please note: Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund's investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.