Stewart Group

We believe everyone should have access to smart investment opportunities, no matter how much you start with. ACI Funds was created to empower those who were priced out of individually tailored wealth management services. Our goal is to make high-quality investments accessible to all.

With ACI Funds, you can invest with as little as $50* and the tax rate is capped at just 28% – the same as a KiwiSaver fund. You can access your money whenever you need it, for any reason. Plus, your investments will be professionally managed by our experienced fund managers.

Your financial growth is our priority.

ACI Funds is a managed investment scheme where your money will be combined with other investors’ and allocated to various assets. Two investment options are on offer: Conservative and Growth, with the possibility of a Balanced Strategy that blends both.

Balanced Strategy with ACI Funds

This strategy focuses on steady growth while managing risk by diversifying across two funds:

• ACI Growth Fund
• ACI Conservative Fund

The typical allocation is around 50/50, providing a balance between growth and stability. However, investors have full flexibility to choose their own mix.

An example below:

• 80/20 split – an investor could allocate 80% to Growth and 20% to Conservative.

For more information, please visit ACI Funds   

* From your online account, you can make one-off investments starting at just $250 per order, or you can set up a Regular Investment Plan to schedule recurring orders from just $50 per order. 

Through our relationship with Dimensional Fund Advisors, we can leverage their patented investment methodology to not only start with a robust investment framework but also incorporate sustainability considerations for most of the underlying investments.

More information about Dimensional Fund Advisors is available on their website Individual/Retail Investor here or Financial Professionals here.