Fidelity KiwiSaver Scheme

If you are going to join KiwiSaver, here are seven great reasons why you should consider the Fidelity KiwiSaver Scheme:

1. Kiwi owned and managed

The Fidelity KiwiSaver Scheme is managed by Grosvenor Investment Management Limited, a proudly New Zealand owned company which has been administering Kiwis' savings for over 15 years.

2. A wide range of investment funds

The Fidelity KiwiSaver Scheme has nine different investment funds to choose between, from conservative funds focused on capital preservation through to high risk funds with the potential for higher returns. Members can choose between one and four investment funds to invest in. Members may also change their fund allocation once a month free of charge.

investment funds

For a copy of the Fidelity KiwiSaver Scheme Investment Statement, click here.

For the most recent disclosure statements, click here.

3. Convenience

View and manage almost every aspect of your Fidelity KiwiSaver Scheme account online through our easy to use website.

4. Life Phases Investment Strategy

If selected, Life Phases automatically allocates your contributions and accumulated balances to a Fidelity KiwiSaver Scheme Investment Fund (or Funds) based on your age. A reallocation process then takes place every five years, starting at 40 years of age and ending at 60 years of age. Click here to find out more about Life Phases.

5. Free Accidental Death Cover

Under certain conditions, if the unexpected happens and you die as a result of an accident while you are a contributing member of the Fidelity KiwiSaver Scheme, your KiwiSaver balance will be topped up to $10,000 and paid out to your estate. Click here to find out more about accidental death cover.

6. Customer Service

Like Fidelity Life, Grosvenor believes in good, old-fashioned, service. When you invest in the Fidelity KiwiSaver Scheme, you will always talk to a real person in New Zealand and not an automated voice system or overseas call centre. The Fidelity KiwiSaver Scheme client services team is friendly and always willing to help.

7. Investment Fund Performance

The best test of all is performance. Click here for the latest Fidelity KiwiSaver Scheme investment returns.

This website is operated by Fidelity Life and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. Fidelity Life is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.

The Prospectus for the Fidelity KiwiSaver Scheme (Scheme) dated 16 September 2013 is registered with the Registrar of Financial Service Providers. Grosvenor Investment Management Limited is the issuer and manager of the Scheme. The New Zealand Guardian Trust Company Limited is the trustee of the Scheme. The Prospectus and Investment Statement for the Scheme are available, on request and free of charge, from your adviser or by calling us on 0800 336 338.

None of Grosvenor Investment Management Limited (as issuer and manager), The New Zealand Guardian Trust Company Limited (as trustee), or any director or nominee of any of those entities guarantees the Scheme's performance, returns or repayment of capital. Fidelity Life Assurance Company Limited has provided an unsecured guarantee to The New Zealand Guardian Trust Company Limited for the benefit of each unit holder in the Capital Guaranteed Kiwi Fund that the unit price of units in the Capital Guaranteed Kiwi Fund as at 31 March 2014 will not be less than the unit price as at 31 March 2013. For more detail in respect of the guarantee (and Grosvenor Investment Management Limited's intentions with regard to a replacement guarantee as at 31 March in each subsequent year), see the Investment Statement for the Scheme.