Why should I invest in Smart ETFs?

Smart ETFs offer a simple way to invest across a wide range of companies, sectors or markets in one transaction and in NZ dollars.

Rather than trying to pick individual winners, most Smart ETFs track a market index - giving you exposure to the broader market in a straightforward way.

Here are the main reason why people invest in ETFs:

Diversification – Not putting all your eggs in one basket

• With a single purchase investors gain exposure to a range of companies, markets or assets – which spreads your risk.

• Different assets and markets can respond differently to market fluctuations - holding a mix of investments can cushion the impact of market ups and downs.

Lower costs

• Most ETFs are designed to follow an index, costs are typically lower than actively managed funds.

Simplicity

• With Smart ETFs you can invest globally from New Zealand, priced in NZD so no currency juggling.

• You know your tax rate up front, Smart ETFs are listed as PIE funds and taxed at 28%.

• Smart ETFs provide an easy way to build balanced portfolio without needing to pick individual companies.

Accessibility

• Smart ETFs are listed on the New Zealand stock exchange and can be bought directly through Smart; via an investment platform such as Sharesies and InvestNow, or through an NZX participant such as your Investment adviser or broker.

You can choose from a broad range of funds and invest either as a lump sum or through a regular savings plan (RSP) - making it easier to build your investment over time.

Disclaimer

This webpage is for general information only and does not constitute personalised financial advice. Smart has not considered your individual circumstances. Before making any investment decision, you should seek advice from a licensed Financial Advice Provider. Smart, NZX Limited and their respective directors and employees accept no liability for any loss arising from reliance on this information.