InvestNow
InvestNow funds available through InvestNow
There are 10 investment options from the Foundation Series Funds (Foundation Series) available on the InvestNow platform – including a range of Diversified and International Equities Funds.
The Foundation Series Funds are InvestNow’s house-brand range of funds designed to provide simple, diversified exposure to key investment markets. The Foundation Series Funds are structured with choice, transparency, and value top of mind, to offer long-term investors access to some of the most cost-effective investment funds in New Zealand.
About InvestNow
These funds may not be suitable for all investors. Investors should consider their own investment objectives, risk tolerance and time horizon and read the relevant Product Disclosure Statement.
The Foundation Series Funds are designed to provide greater value for Kiwi investors, by offering long-term investors access to some of the most cost-efficient investment funds in the market.
The Foundation Series Funds offer different pathways to long-term value, all built on the core principles of asset diversification and efficient portfolio construction.
- For investors seeking simple, broad-based exposure to a range of asset classes, our Diversified Funds carry an all-in 0.37% p.a. management fee.
- For investors seeking targeted access to international equities, our Core Equity Funds offer exposure to world-class ETFs and feature some of the lowest management fees in NZ, paired with 0.50% buy/sell transaction fees.
By providing a range of fund offerings and multiple pathways for cost-efficiency, our family of funds are structured to serve as the robust ‘Foundation’ for a long-term investment portfolio.
InvestNow funds available through InvestNow
Explore the InvestNow funds currently available through InvestNow.
Foundation Series Balanced Fund
The Fund aims for mid-range long-run returns by investing in a diversified portfolio with a balance of income and growth assets.
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 0.37% p.a.
Foundation Series Global ESG Fund
The Fund aims for high long-run returns by investing in Exchange-Traded Funds (‘ETFs’) that invests in shares of large, mid-sized and small companies listed on international stock markets.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 0.1% p.a.
Foundation Series Growth Fund
The Fund aims for high long-run returns by investing in a diversified portfolio weighted towards growth assets but with some income asset exposure.
Risk indicator: 4/7
Management style: Active
Estimated fund charge: 0.37% p.a.
Foundation Series Hedged Total World Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of large, mid-sized and small companies listed on international stock markets.
Risk indicator: 6/7
Management style: Active
Estimated fund charge: 0.06% p.a.
Foundation Series Hedged US 500 Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of the largest companies listed on stock markets in the United States.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.03% p.a.
Foundation Series High Growth Fund
The Fund aims for high long-run returns by investing in a diversified portfolio of predominantly growth assets but with a small amount of income asset exposure.
Risk indicator: 5/7
Management style: Active
Estimated fund charge: 0.37% p.a.
Foundation Series Nasdaq-100 Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of the largest non-financial companies listed on the Nasdaq stock exchange.
Risk indicator: 6/7
Management style: Active
Estimated fund charge: 0.15% p.a.
Foundation Series Total World Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of large, mid-sized and small companies listed on international stock markets.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.06% p.a.
Foundation Series US 500 Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of the largest companies listed on stock markets in the United States.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.03% p.a.
Foundation Series US Dividend Equity Fund
The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in high dividend yielding shares issued by companies in the United States that have a record of consistently paying dividends.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.06% p.a.
Frequently asked questions
Who is InvestNow?
There are 10 investment options from the Foundation Series Funds (Foundation Series) available on the InvestNow platform – including a range of Diversified and International Equities Funds.
The Foundation Series Funds are InvestNow’s house-brand range of funds designed to provide simple, diversified exposure to key investment markets. The Foundation Series Funds are structured with choice, transparency, and value top of mind, to offer long-term investors access to some of the most cost-effective investment funds in New Zealand.
What InvestNow funds are available through InvestNow?
You can see every InvestNow fund available through InvestNow in the list above. Select a fund to see its details, performance, fees and documents.
What is the minimum investment?
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What fees apply to InvestNow funds?
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Can I include InvestNow funds in a Regular Investment Plan?
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Explore InvestNow funds
Compare the InvestNow funds available through InvestNow, including their investment approach, risk, fees and historical performance.