Skip Site navigation


Skip Section navigation

Experienced Investor Strategies

Portfolio core investment

Smartshares are also a versatile tool for experienced investors in a variety of investment strategies. Some investors use Smartshares to form the core of a portfolio, and then look to make riskier individual share picks to potentially boost their portfolio performance.

Portfolio balancing

Other investors use Smartshares as a vehicle for rebalancing their portfolio by gaining rapid exposure to a sharemarket or sector. Using Smartshares, one trade can significantly alter the balance of the portfolio of companies you invest in.

Strategy management

Investing in the sharemarket is all about being in it for the long term. But sometimes you might want to change strategy. With Smartshares you can leave your money in the market while considering your options and still reap the rewards.

Whatever stage you are at with investing you should ask your NZX Advisor or financial advisor to tell you more about Smartshares - the easy way into the sharemarket.



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.