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The Smartshares Savings Plan – available for new and existing Smartshares investors. If you wish to join the Smartshares Regular Savings Plan, fill in the form at the front of the Investment Statement.

Download an investment statement for the Smartshares fund you currently own. If you don't already own any Smartshares please contact Smartshares or any NZX Advisor who will be able to assist.

You can also order an Investment Statement by mail.

Downloads

Smartshares Performance Summaries:



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.