Smart
Smart funds available through InvestNow
Smart has 35 managed funds on the InvestNow platform, the Growth Fund and 34 ETFs – including a wide range of local and international exposures, tapping into core asset building blocks, global markets, high-growth sectors and unique investment themes.
Each ETF is a listed Portfolio Investment Entity (PIE) traded in New Zealand dollars.
Learn more on this page about Smart, their investment options available to InvestNow customers, plus access their latest news & updates below.
About Smart
Established in 1996, Smartshares Limited (trading as “Smart”) is a leading investment manager and New Zealand’s first and largest issuer of Exchange Traded Funds (ETFs), providing easy access to both local and global opportunities at low fees.
Through Smart ETFs, Kiwis can diversify their portfolios across a wide range of funds, tapping into core asset building blocks, global markets, high-growth sectors and unique investment themes.
Smart ETFs are listed portfolio investment entities (PIEs) that trade in New Zealand dollars – providing Kiwis with a simple and convenient way to access local and international markets.
With over $13 billion (as at June 2025) in funds under management across ETFs, KiwiSaver, managed funds and corporate superannuation — Smart serves over 150,000 investors including individuals, financial advisers and wealth managers, institutions, businesses, Iwi and Pacific nation groups.
Smart Exchange Traded Funds are issued and managed by Smartshares Limited (Smart), a wholly owned subsidiary of NZX Limited. The Product Disclosure Statements for the Smart Exchange Traded Funds are available and can be downloaded from www.smartinvest.co.nz.
Smart funds available through InvestNow
Explore the Smart funds currently available through InvestNow.
Smart Asia Pacific ETF
Invests in international shares and is designed to track the return on the FTSE Developed Asia Pacific All Cap Index.
Risk indicator: 4/7
Management style: Passive
Estimated fund charge: 0.55% p.a.
Smart Australian Dividend ETF
Invests in Australian shares and is designed to track the return on the S&P/ASX Dividend Opportunities Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.54% p.a.
Smart Australian Financials ETF
Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Financials Ex-A-REIT Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.54% p.a.
Smart Australian Mid Cap ETF
Invests in Australian shares and is designed to track the return on the S&P/ASX Mid Cap 50 Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.75% p.a.
Smart Australian Property ETF
Invests in Australian property and is designed to track the return on the S&P/ASX 200 A-REIT Equal Weight Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.54% p.a.
Smart Australian Resources ETF
Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Resources Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.54% p.a.
Smart Australian Top 20 ETF
Invests in Australian shares and is designed to track the return on the S&P/ASX 20 Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.6% p.a.
Smart Australian Top 200 ETF
Invests in Australian shares and is designed to track the return on the S&P/ASX 200 Total Return Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.3% p.a.
Smart Automation and Robotics ETF
Invests in international shares and is designed to track the return on the iSTOXX® Global Automation & Robotics Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.75% p.a.
Smart Emerging Markets ESG ETF
Invests in emerging markets shares and is designed to track the return on the MSCI EM IMI Screened Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.59% p.a.
Smart Emerging Markets ETF
Invests in international shares and is designed to track the return on the FTSE Emerging Markets All Cap China A Inclusion Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.59% p.a.
Smart Europe ESG ETF
Invests in European shares and is designed to track the return on the MSCI Europe Screened Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.55% p.a.
Smart Europe ETF
Invests in international shares and is designed to track the return on the FTSE Developed Europe All Cap Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.55% p.a.
Smart Global Aggregate Bond ETF
Invests in international bonds and is designed to track the return on the Bloomberg Global Aggregate Bond Total Return Index Hedged NZD.
Risk indicator: 3/7
Management style: Passive
Estimated fund charge: 0.3% p.a.
Smart Global Bond ETF
Invests in international bonds, with the objective of outperforming the Bloomberg Global Aggregate Total Return Bond Index Hedged NZD by 1% per annum over rolling 3-year periods.
Risk indicator: 3/7
Management style: Active
Estimated fund charge: 0.54% p.a.
Smart Global ESG ETF
Invests in international shares and is designed to track the return on the MSCI World Ex Australia Custom ESG Leaders Net Total Return Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.54% p.a.
Smart Gold ETF
Seeks to reflect generally the performance of the price of gold.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.55% p.a.
Smart Growth Fund
Provides exposure to a diversified fund that invests mostly in growth assets. It is designed for investors that want a growth investment option.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.51% p.a.
Smart Healthcare Innovation ETF
Invests in international shares and is designed to track the return on the iSTOXX® Global Breakthrough Healthcare Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.75% p.a.
Smart Japan ESG ETF
Invests in Japanese shares and is designed to track the return on the MSCI Japan Screened Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.55% p.a.
Smart NZ Bond ETF
Invests in New Zealand bonds, with the objective of outperforming the S&P/NZX A-Grade Corporate Bond Total Return Index over rolling 3-year periods.
Risk indicator: 3/7
Management style: Active
Estimated fund charge: 0.54% p.a.
Smart NZ Cash ETF
Invests in New Zealand cash, with the objective of outperforming the S&P/NZX Bank Bills 90-Day Total Return Index over rolling 1-year periods.
Risk indicator: 2/7
Management style: Active
Estimated fund charge: 0.2% p.a.
Smart NZ Dividend ETF
Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 High Dividend Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.54% p.a.
Smart NZ Mid Cap ETF
Invests in New Zealand shares and is designed to track the return on the S&P/NZX Mid Cap Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.6% p.a.
Smart NZ Property ETF
Invests in New Zealand property and is designed to track the return on the S&P/NZX Real Estate Select Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.54% p.a.
Smart NZ Top 10 ETF
Invests in New Zealand shares and is designed to track the return on the S&P/NZX 10 Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.6% p.a.
Smart NZ Top 50 ETF
Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Portfolio Index, which ha a 5% cap on the weight of each company.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.5% p.a.
Smart S&P/NZX 50 ETF
Invests in New Zealand shares and is designed to track the return on the S&P/NZX 50 Gross with Imputation Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.2% p.a.
Smart Total World ETF
Invests in international shares and is designed to track the return on the FTSE Global All Cap Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.4% p.a.
Smart US 500 ETF
Invests in US shares and is designed to track the return on the S&P 500 Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.34% p.a.
Smart US ESG ETF
Invests in US shares and is designed to track the return on the MSCI USA Screened Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.34% p.a.
Smart US Large Growth ETF
Invests in US shares and is designed to track the return on the CRSP US Large Cap Growth Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.51% p.a.
Smart US Large Value ETF
Invests in US shares and is designed to track the return on the CRSP US Large Cap Value Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.51% p.a.
Smart US Mid Cap ETF
Invests in US shares and is designed to track the return on the CRSP US Mid Cap Index.
Risk indicator: 5/7
Management style: Passive
Estimated fund charge: 0.51% p.a.
Smart US Small Cap ETF
Invests in US shares and is designed to track the return on the CRSP US Small Cap Index.
Risk indicator: 6/7
Management style: Passive
Estimated fund charge: 0.51% p.a.
Frequently asked questions
Who is Smart?
Smart has 35 managed funds on the InvestNow platform, the Growth Fund and 34 ETFs – including a wide range of local and international exposures, tapping into core asset building blocks, global markets, high-growth sectors and unique investment themes.
Each ETF is a listed Portfolio Investment Entity (PIE) traded in New Zealand dollars.
Learn more on this page about Smart, their investment options available to InvestNow customers, plus access their latest news & updates below.
What Smart funds are available through InvestNow?
You can see every Smart 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 Smart funds?
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Can I include Smart funds in a Regular Investment Plan?
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Explore Smart funds
Compare the Smart funds available through InvestNow, including their investment approach, risk, fees and historical performance.