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.
You’re being referred to
AMP KiwiSaver Balanced Fund No. 2
The fund has a well-diversified portfolio that has a balance of risk through holding growth assets and an allocation to lower-risk income assets. The fund aims to achieve medium returns, in exchange there will be some movements up and down in the value of your investments.
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.