Fund referral
Switch your fund in 3 easy steps
Referral process
Name and email address
1 min
Complete application
Fill in the fund provider's application form
5 mins
Enjoy Mindful investing
Watch your money do good after your funds are moved for you
Done
We’ve worked closely with Mindful Fund providers to help you choose a fund that fits. In case you’re wondering why this referral form is needed, we use your details to attribute your switch with fund providers.
If you’d prefer to skip this referral process, you may proceed to the AE KiwiSaver Plan application directly.
You’re being referred to
AE KiwiSaver Plan
AE Growth Fund 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.
Your details
Seeking further advice
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 in NZ that focus on providing ethical investment advice and meet Mindful Money’s standards for systems and capability.
You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.