AE KiwiSaver

AE KiwiSaver is a boutique fund management group based in Auckland. It specialises in providing ethical investment solutions.

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If you’re considering opening a KiwiSaver fund with AE, check out Canstar’s latest Star Ratings for its products.

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Types of AE KiwiSaver

Always-Ethical KiwiSaver Plan has just one KiwiSaver fund: AE KiwiSaver Plan, which invests in accordance with its ethical investment mandate.

The fund is described as aggressive, as it may at any time have 90%-100% of its assets invested in equities. However, AE’s investment committee has wide discretion to set the target investment mix, which may vary from 100% equities to 100% cash. This unique aspect of the AE KiwiSaver Plan allows it to change its risk type between:

  • Defensive
  • Conservative
  • Balanced
  • Growth
  • Aggressive

The AE KiwiSaver Plan mandate provides for socially responsible/ethical investment policies. It requires all investments to comply with the rules on permitted business activities and financial requirements defined by the AAOIFI Shari’ah standards.

All of AE’s investments are prohibited from the following activities:

  • Money lending
  • Gambling and speculative investments (this excludes high-risk investment products)
  • Derivatives
  • Alcohol and tobacco
  • Gold and silver hedging
  • Weapons of war
  • Adult entertainment
  • Pork
  • Leverage (i.e. borrowing against investors’ money, not assets)
  • Fossil fuel exploration

Eligibility to open an AE KiwiSaver account

Most New Zealanders can join KiwiSaver. Find out if you’re eligible on the government’s KiwiSaver website.

Join or transfer to an AE KiwiSaver account

More details of the application process can be found on the AE website.

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Written by: Bruce Pitchers | Last updated: September 22, 2023