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Fund information, fees and performance

for the ANZ Default KiwiSaver Scheme.

Your fees

When it comes to fees, we have a straightforward approach. You pay fees in two ways – and these cover everything that’s involved in the management of your investment.

Membership fee

This is a flat fee of $1.50 a month (or $18 a year) for members aged 18 and over. It helps to pay for the day-to-day administration of your KiwiSaver account. It’s deducted from your KiwiSaver account every month. There is no membership fee for members under 18.

Annual fund charge

This is a percentage amount based on the fund (or funds) you’ve chosen to invest in. Importantly it pays for the investment management of that fund – that is the skills and expertise of our investment team who carefully manage the money you have invested in it. It also pays for the supervision of our scheme by an independent third-party, and our regular communications to you. 

You can see both your annual fund charge and your membership fee on your account statement.

For more information see how we calculate the annual fund charge on your statement.  

For more information on your account statement see our online guide.

For more information on how fees and performance affect you.  

Or contact us - we’re here to help.

See fund information and performance reports for the ANZ KiwiSaver Scheme.

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ Default KiwiSaver Scheme. Important information is available under terms & conditions. Download the ANZ Default KiwiSaver Scheme guide and product disclosure statement, or enquire by calling 0800 736 034.

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