Funds

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:

AE KiwiSaver Plan

AE KiwiSaver Plan may only hold investments which comply with the Ethical Mandate of AE KiwiSaver Plan. The fund’s investment objective is to increase the rate of average annual return to investors over the long-term while strictly complying with the restrictions of AE KiwiSaver Plan’s Ethical Mandate.

Always-Ethical is a boutique fund management group based in Auckland, New Zealand. We specialise in providing ethical investment solutions to New Zealand and international investors. Always-Ethical currently offers two ethical investment products: AE Investor and AE KiwiSaver Plan.

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

How did you hear about us?

Please note: 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.