With the AXA KiwiSaver Scheme you’re in control, and that also means you get to choose how your money is invested. It’s always best to talk to one of our advisers to get help with picking the right investment portfolio for you.
Remember, we use top fund managers backed by thorough investment research to look after your savings once they’re invested.
The AXA KiwiSaver Scheme is the easy way to invest
When you join KiwiSaver your contributions are invested with the aim of giving you a return that is designed to help you achieve your retirement goals. For many, investment is about using money to make more money, and AXA is one of New Zealand’s leading investment companies.
It’s your choice
The AXA KiwiSaver Scheme offers five investment portfolios – each portfolio invests in a mixture of different types of investments, from shares to fixed interest investments. Simply put, your savings are put in with other members savings and ‘allocated’ across a range of investment sectors, with the aim of achieving a return on your investment that will meet your personal requirements.
You can choose which AXA KiwiSaver Scheme portfolio you’d like to invest in. The thing to know is that the AXA KiwiSaver Scheme investment portfolios are ready-made, with well diversified asset mixes – diversification is a key investment principle – so all the hard work has already been done to give you a simple, straightforward approach with the aim of getting the right return on your AXA KiwiSaver Scheme account.
If you've been automatically enrolled into the AXA KiwiSaver Scheme and you don't make an investment choice, your contributions will be invested in the KiwiSaver Income Plus Portfolio. If you have chosen the AXA KiwiSaver Scheme and don't make an investment choice, your contributions will be invested in the KiwiSaver Conservative Portfolio.
If you’d like to take a closer look at our AXA KiwiSaver Scheme portfolios, see the latest Fund Fact Sheet here.
Switches
You can change your investment portfolio choice with two free switches each Scheme year.
How to join the AXA KiwiSaver Scheme
Joining the AXA KiwiSaver Scheme is easy. If you’re a new employee and your employer already has an AXA KiwiSaver Scheme as their KiwiSaver Employer Choice, you’ll be automatically enrolled into the AXA KiwiSaver Scheme. Or complete the AXA KiwiSaver Scheme enrolment form, send to us, then tell your employer.
Alternatively get in touch with us about the AXA KiwiSaver Scheme right now, just call us on 0800 29 27 28.
For more information please see the AXA KiwiSaver Scheme Investment Statement, including Enrolment Form, or visit www.kiwisaver.org.nz.