We've prepared a disclosure statement for each fund in the ANZ Default KiwiSaver Scheme under the KiwiSaver (Periodic Disclosure) Regulations 2013. The regulations are intended to provide access to information and promote transparency and comparability of KiwiSaver schemes.

They provide information about the relevant fund, how it has performed and what fees it charged. They also list the types of assets the fund invested in, information about asset and portfolio holdings and key personnel who were involved in making investment decisions for the funds.

For more information please see Periodic disclosure explained on the ANZ FutureWise website.

For our policy practices, see Trade Allocation, Trade Execution, and Proxy Voting Practices (PDF 176 kB).

Periodic disclosure statements

Below you will find current and historical periodic disclosure statements for the ANZ Default KiwiSaver Scheme. If you have any questions, please call us on 0800 736 034.

Quarterly disclosure statements (for the 12 months to December 2015)
Quarterly disclosure statements (for the 12 months to September 2015)
Quarterly disclosure statements (for the 12 months to June 2015)
Annual disclosure statements for the 12 months ended 31 March 2015
Quarterly disclosure statements (for the 12 months to March 2015)

 

Quarterly disclosure statements (for the 12 months to December 2014)
Quarterly disclosure statements (for the 12 months to September 2014)
Quarterly disclosure statements (for the 12 months to June 2014)
Annual disclosure statements for the 12 months ended 31 March 2014
Quarterly disclosure statements (for the 12 months to March 2014)

For a summary of how investment markets - and the funds you're invested in - have performed, see Market review.

See periodic disclosure statements for the ANZ KiwiSaver Scheme.

Important information is available under terms & conditions. Download a copy of the ANZ Default KiwiSaver Scheme investment statement (PDF 0.99MB), or request a copy by calling 0800 736 034.

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