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KiwiSaver 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 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

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.