Below you will find fund information and fund performance reports for the ANZ KiwiSaver Scheme.
If you have any questions, please call us on 0800 736 034.
Please refer to the following reports for our current and historical unit prices and investment performance.
- Unit prices
Unit prices of our funds.
- Historical unit prices
Historical unit prices of our funds.
- Investment performance
Past performance of our funds.
Please refer to the following for details of our current ANZ KiwiSaver Scheme benchmarks and ranges, actual asset class mix, underlying managers, and fees and charges.
- Benchmarks and ranges (PDF 80kB)
The asset class mix that is used as a starting point for deciding how much a fund invests in each asset class. We have 'ranges' that state how far from the benchmark the actual asset class mix can be.
- Asset class mix
Current asset class mix of our funds.
- Underlying managers (PDF 64kB)
ANZ Investments has an experienced investment team that is primarily focused on investing in Australasia. Where assets are invested overseas, we carefully select third-party investment managers to manage those assets.
- Fees and charges
The charges that apply to the ANZ KiwiSaver Scheme.
- Our investment team
Read about the team managing your investment.
Our market review is available after the end of each quarter in July, October, January and April.
- Market review - a summary of how investment markets - and the funds you're invested in - have performed.
See fund information and performance reports for the ANZ Default KiwiSaver Scheme.
Important information is available under terms & conditions. Download a copy of the ANZ KiwiSaver Scheme investment statement (PDF 1.40MB), or ask for a copy in any ANZ branch.
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