Fund updates 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.

The first fund updates for the ANZ KiwiSaver Scheme will be published on this page in February 2017.

Periodic disclosure statements

Below you will find historical periodic disclosure statements for the ANZ KiwiSaver Scheme. Periodic disclosure statements for the September 2016 quarter-end were the last to be produced and have now been replaced by quarterly fund updates (see above). If you have any questions, please call us on 0800 736 034.

Quarterly disclosure statements (for the 12 months to September 2016)
Quarterly disclosure statements (for the 12 months to June 2016)
Annual disclosure statements for the 12 months ended 31 March 2016
Quarterly disclosure statements (for the 12 months to March 2016)

 

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 fund updates and historical periodic disclosure statements for the ANZ Default KiwiSaver Scheme.

Important information is available under terms & conditions. Download a copy of the ANZ KiwiSaver Scheme guide and product disclosure statement, or ask for a copy in any ANZ branch.

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