Smartshares Limited: SmartFONZ

By: Smartshares  05-Apr-2012
Keywords: Financial Planning, Equities, Stock Market

SmartFONZ – Fifty of New Zealand’s top companies

SmartFONZ is the easy way to ‘buy the market’ for as little as $1,500.

Because of its unique nature, SmartFONZ offers benefits to investors starting out in the sharemarket for the first time, or to those seeking to improve the performance of their investments.

The information in this article was current at 27 Mar 2012

Keywords: Equities, Exchange Traded Funds, Financial Planning, Investment Fund, Managed Fund, Passive Funds, Share Market, Stock Market

Other products and services from Smartshares


Smartshares Limited: SmartTENZ

Smartshares Limited is a wholly owned subsidiary of New Zealand Exchange Limited and is the manager of SmartFONZ, SmartTENZ, SmartMIDZ, SmartMOZY and SmartOZZY Funds. They also charge much lower management fees than most actively managed funds because they track an index and therefore require relatively little management. This makes them a relatively low risk sharemarket investment compared to investing in individual shares.


Smartshares Limited: SmartMIDZ

When you invest in SmartMIDZ, you buy shares in each company in the NZX MidCap Index (all the companies in the NZX 50 Index, excluding those in the NZX 10 Index). SmartMIDZ companies are a diverse group, covering almost every sector of the New Zealand economy and comprising around 20% of the total value of the NZSX Market. The easy way to invest in a portfolio of medium sized New Zealand companies.


Smartshares Limited: SmartMOZY

Until now, most New Zealanders investing in the Australian sharemarket have tended to limit their investment to the largest "blue chip" Australian stocks, and have often neglected the next tier of companies. SmartMOZY has a head start in the performance race against actively managed funds because they charge much lower management fees than most actively managed funds.


Smartshares Limited: SmartOZZY

SmartOZZY companies include some of Australia's most recognised - including Westpac, ANZ, CBA, Macquarie from the banking sector, and Coles Myer, Fosters, and Woolworths from the consumer sector. The companies you gain exposure to with SmartOZZY give you a portfolio that broadly represents the Australian Sharemarket. When you invest in SmartOZZY, you buy exposure to all the constituent companies in the S&P/ASX 20 Index.