Are any Smart funds eligible for the Active Investor Plus Visa?

We have a number of Smart and SuperLife funds that qualify for NZ’s Active Investor Plus Visa.

This includes a range of our Exchange Traded Funds (ETFs) and SuperLife Funds that invest in NZX-listed equities, NZ government bonds and NZ resident companies.

Investors must meet Immigration New Zealand’s criteria. To qualify for the visa, applicants must invest at least NZD $10 million in acceptable investments and spend at least 105 days in New Zealand over a 5-year investment term.

A reduced time-in-country requirement applies if a higher investment is made:

• NZD $11 million – minimum of 91 days in New Zealand

• NZD $12 million – minimum of 77 days in New Zealand, or

• NZD $13 million – minimum of 63 days in New Zealand.¹

Our qualifying funds are deemed acceptable as they invest in:

• Equities listed on the New Zealand Stock Exchange or

• Bonds issued by the New Zealand government or a local authority, New Zealand Resident Entities, New Zealand firms and/or New Zealand registered banks.²

Eligible investment options include the following Smart Exchange Traded Funds (ETFs).

Eligible equity funds

• Smart S&P/NZX 50 ETF

• Smart NZ Top 50 ETF

• Smart S&P/NZX 20 ETF

• Smart NZ Top 10 ETF

• Smart NZ Mid Cap ETF

• Smart NZ Dividend ETF

• Smart NZ Property ETF

• NZ Core Equity Trust

Eligible bond funds include:

• Smart S&P/NZX NZ Government Bond ETF

• Smart NZ Bond ETF

Further details about the Active Investor Plus Visa are available on the Immigration NZ website.

^[1] Investor category update provides attractive investment options | Immigration New Zealand

^[2] Active Investor Plus Visa | Immigration New Zealand