Fund Referral

Switching your KiwiSaver fund or joining a fund is easy and quick.
Fill in the form below and you'll be linked to the application form of your new fund provider.
Once you’ve completed the application, everything is handled for you: it’s that easy.
It's free to switch (apart from two providers, Aon and Booster, who charge a small exit fee).
When you refer to an ethical fund from this website, your new fund provider gives us a small fee, which contributes to our costs.

You're being referred to:

Mercer Sustainable Conservative Fund

Invests mostly in cash and fixed interest with only limited investment in growth assets such as shares. May be suitable for investors who want to achieve slightly higher returns than those expected from investing solely in cash. Investors need to be comfortable with the possibility of some fluctuations in returns.

Please use the same name and email address as you will use on the fund application form.

How did you hear about us?

If 'other' please say below

I confirm that by ticking this box I consent to my personal information being collected and used, and specifically the sharing of personal information between Mindful Money and my chosen Provider in accordance with Mindful Money's Website Terms of Use and Privacy Policy.

Latest news

Are ethics a luxury in a downturn?

Judging of the Mindful Money Awards

Finalists Announced for Mindful Money Ethical and Impact Investment Awards

This website is operated by Sustainable Initiatives Aotearoa T/A Mindful Money and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. Sustainable Initiatives Aotearoa T/A Mindful Money 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.

You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital invested. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Markets Conduct Act 2013 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.