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Auto-invest

Sit back and put your investing on repeat. Pick an order, the amount you want to regularly invest, and auto-invest will place the orders for you.

Set up auto-invest

Easy investing, on repeat

Investing regularly with auto-invest helps you work towards your investing goals without lifting a finger.

You can create up to three separate DIY orders from a range of New Zealand, Australian, and US investments, as well as choosing a pre-made order made up of managed funds and NZX-listed exchange-traded funds (ETFs).

DIY order

You can create up to three separate auto-invest orders, from a range of over 8,000 investments on New Zealand, Australian, and US exchanges. Whether you want to regularly invest in multiple companies or funds, or just one—a DIY order can do the legwork.

Set up auto-invest
The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.

Responsible order

The funds in this order invest with an environmental, social, and governance (ESG) approach, and exclude companies involved with gambling, weapons, and tobacco.

What’s in this order?

  • 44% Pathfinder Global Responsibility Fund

  • 22% Pathfinder Global Property Fund

  • 17% Pathfinder Global Water Fund

  • 17% Mercer Ethical Leaders NZ Shares Fund

Set up auto-invest
The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.

Global order

The funds in this order invest in developed markets like the US, Japan, Europe, Australia, and New Zealand—and emerging markets like Brazil, India, and China.

What’s in this order?

  • 35% Smart US 500 Fund

  • 20% Smart Europe Fund

  • 20% Smart Asia Pacific Fund

  • 15% Smart Emerging Markets Fund

  • 6% Smart Australian Top 20 Fund

  • 4% Smart NZ Top 50 Fund

Set up auto-invest
The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.

Kids order

The funds in this order invest in medium and high-risk investments, and tax is based on the kid’s prescribed investor rate (PIR) rather than a standard tax rate.

What’s in this order?

  • 35% Pathfinder Global Responsibility Fund

  • 35% Mercer All Country Global Shares Index Fund

  • 15% Pathfinder Global Water Fund

  • 15% Smart NZ Core Equity Trust

Set up auto-invest
The information above is general and factual. We don’t give financial advice or recommendations. If you’re unsure, you should speak to a licensed financial advice provider.
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide financial advice or recommendations on your investment choices, including pre-made and DIY auto-invest orders. Any information we provide is general only, and current at the time written. You should consider seeking independent financial advice when considering whether an investment is appropriate for your objectives, financial situation, or needs.

How auto-invest works

  1. Choose your investments

    You’ve got over 8,000 companies and funds across US, Aussie, and NZ exchanges to choose from.

  2. Set how much and when

    Set the amount you want to regularly invest, how often you’d like to invest it, and the date you’d like to start.

  3. Keep your Wallet topped up

    Top up your Wallet regularly (an automatic payment from your bank account makes it easy), and auto-invest will place the orders for you!

Set up auto-invest

Form a long-term investing habit