Back to KiwiSaver

KiwiSaver fund updates

Important notes about the BNZ KiwiSaver Scheme quarterly fund updates.

We have prepared this information in accordance with the Financial Markets Conduct Act 2013 (FMCA). This information is not audited and may be updated.

The FMCA requires these quarterly fund updates to contain fee information for the 12 month period ending 31 March and return information depending on the date which each fund update is prepared.

Fund updates for the period to 31 March 2021

Cash Fund PDF 715KB
First Home Buyer Fund PDF 770KB
Conservative Fund PDF 787KB
Moderate Fund PDF 757KB
Balanced Fund PDF 741KB
Growth Fund PDF 751KB

Fund updates for the period to 31 December 2020

Cash Fund PDF 719KB
First Home Buyer Fund PDF 136KB
Conservative Fund PDF 155KB
Moderate Fund PDF 155KB
Balanced Fund PDF 155KB
Growth Fund PDF 153KB

Fund updates for the period to 30 September 2020

Cash Fund PDF 707KB
First Home Buyer Fund PDF 767KB
Conservative Fund PDF 779KB
Moderate Fund PDF 775KB
Balanced Fund PDF 777KB
Growth Fund PDF 786KB

Fund updates for the period to 30 June 2020

Cash Fund PDF 684KB
First Home Buyer Fund PDF 767KB
Conservative Fund PDF 752KB
Moderate Fund PDF 720KB
Balanced Fund PDF 739KB
Growth Fund PDF 717KB

Fund updates for the period to 31 March 2020

Cash Fund PDF 702KB
First Home Buyer Fund PDF 776KB
Conservative Fund PDF 787KB
Moderate Fund PDF 778KB
Balanced Fund PDF 777KB
Growth Fund PDF 770KB

Fund updates for the period to 31 December 2019

Cash Fund PDF 684KB
First Home Buyer Fund PDF 691KB
Conservative Fund PDF 778KB
Moderate Fund PDF 774KB
Balanced Fund PDF 750KB
Growth Fund PDF 780KB

Fund updates for the period to 30 September 2019

Cash Fund PDF 709KB
First Home Buyer Fund PDF 771KB
Conservative Fund PDF 778KB
Moderate Fund PDF 756KB
Balanced Fund PDF 777KB
Growth Fund PDF 754KB

Fund updates for the period to 30 June 2019

Cash Fund PDF 641KB
First Home Buyer Fund PDF 785KB
Conservative Fund PDF 801KB
Moderate Fund PDF 779KB
Balanced Fund PDF 777KB
Growth Fund PDF 774KB

Fund updates for the period to 31 March 2019

Cash Fund PDF 619KB
First Home Buyer Fund PDF 736KB
Conservative Fund PDF 733KB
Moderate Fund PDF 724KB
Balanced Fund PDF 731KB
Growth Fund PDF 747KB

Fund updates for the period to 31 December 2018

Cash Fund PDF 836KB
First Home Buyer Fund PDF 935KB
Conservative Fund PDF 941KB
Moderate Fund PDF 924KB
Balanced Fund PDF 942KB
Growth Fund PDF 926KB

Fund updates for the period to 30 September 2018

Cash Fund PDF 741KB
First Home Buyer Fund PDF 889KB
Conservative Fund PDF 855KB
Moderate Fund PDF 861KB
Balanced Fund PDF 866KB
Growth Fund PDF 867KB

Fund updates for the period to 30 June 2018

Cash Fund PDF 738KB
First Home Buyer Fund PDF 873KB
Conservative Fund PDF 847KB
Moderate Fund PDF 849KB
Balanced Fund PDF 860KB
Growth Fund PDF 851KB

Fund updates for the period to 31 March 2018

Cash Fund PDF 612KB
First Home Buyer Fund PDF 735KB
Conservative Fund PDF 744KB
Moderate Fund PDF 727KB
Balanced Fund PDF 7433KB
Growth Fund PDF 739KB

Fund updates for the period to 31 December 2017

Cash Fund PDF 771KB
First Home Buyer Fund PDF 895KB
Conservative Fund PDF 881KB
Moderate Fund PDF 877KB
Balanced Fund PDF 893KB
Growth Fund PDF 881KB

Fund updates for the period to 30 September 2017

Cash Fund PDF 767KB
First Home Buyer Fund PDF 861KB
Conservative Fund PDF 870KB
Moderate Fund PDF 849KB
Balanced Fund PDF 863KB
Growth Fund PDF 863KB

Fund updates for the period to 30 June 2017

Cash Fund PDF 230KB
First Home Buyer Fund PDF 235KB
Conservative Fund PDF 240KB
Moderate Fund PDF 240KB
Balanced Fund PDF 240KB
Growth Fund PDF 240KB

Fund updates for the period to 31 March 2017

Cash Fund PDF 226KB
First Home Buyer Fund PDF 238KB
Conservative Fund PDF 238KB
Moderate Fund PDF 238KB
Balanced Fund PDF 238KB
Growth Fund PDF 238KB

Fund updates for the period to 31 December 2016

Cash Fund PDF 224KB
First Home Buyer Fund PDF 301KB
Conservative Fund PDF 226KB
Moderate Fund PDF 225KB
Balanced Fund PDF 225KB
Growth Fund PDF 225KB

Fund updates for the period to 30 September 2016

Cash Fund PDF 224KB
First Home Buyer Fund  PDF 311KB
Conservative Fund PDF 231KB
Moderate Fund PDF 230KB
Balanced Fund PDF 230KB
Growth Fund PDF 230KB

Periodic disclosure statements prior to 5 September 2016

Annual Reports and Financial Statements

2020 

2019 

2018

2017

2016

2015

2014

The first BNZ KiwiSaver Scheme Annual Report and Audited Financial Statements relate to the period 8 January 2013 to 31 March 2014.

Changes to the BNZ KiwiSaver Scheme — September 2016

The BNZ KiwiSaver Scheme transitioned into the Financial Markets Conduct Act 2013 (FMCA) regime on 5 September 2016 and the requirements of the FMCA apply to the Scheme from this date. Find out more about these changes.