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Performance

History shows that consistently beating an index is hard, doing it all the time is extremely difficult.

With Smartshares, you buy the index that everyone else wants to beat.

In sharemarket investment, everyone wants to beat the index. Although many investors and fund managers can outperform the index sometimes, research has proven that very few can do it consistently over the long term.

With Smartshares your investment is tracking the index, the consistent benchmark for solid sharemarket performance. Smartshares funds don't try to pick "winning" stocks in an attempt to outperform the market. Instead, Smartshares funds construct a portfolio which includes all the securities within a market index. So, if the market changes, the value of the return of an index fund typically changes in the same proportion.

It's not surprising that Smartshares are also able to consistently outperform many actively managed funds - they have a head start in the performance race that comes from their ability to provide market returns and lower fees. This means most actively managed funds start the performance race well behind Smartshares.

See the Smartshares fact sheets for the latest performance details on each of the smartshares funds.

Why pay someone significant fees to attempt to outperform an index? With Smartshares, you can take comfort in knowing your investment will always track the performance of an index.

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Smartshares Limited is a wholly owned subsidiary of New Zealand Exchange Limited (NZX) and is the manager of SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY and SmartOZZY Funds. NZX does not guarantee the performance of SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY, and SmartOZZY Funds. Units in SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY, and SmartOZZY Funds have been accepted for quotation by NZX and will be quoted upon completion of allotment procedures. However the Special Division which regulates NZX takes no responsibility for this offer. Copies of relevant Investment Statements can be obtained by contacting a Primary Market Participant or Smartshares Ltd directly at www.smartshares.nzx.com or by phoning 0800 80 87 80. All currency in New Zealand dollars unless otherwise stated.