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Fund performance and fees

The latest fund and fee information about the ANZ-managed KiwiSaver schemes.

How did the markets perform last quarter?

A brief update on what’s happening in investment markets – and what this means for your investments.

It was a prosperous quarter for investors as market sentiment around the COVID-19 situation improved. We summarise how financial markets performed in the second quarter of 2020.

Read more

How are our funds performing?

Fund performance in detail

Fees

We have a simple fee structure. You pay two fees, which cover everything that’s involved in managing your KiwiSaver account.

Membership fee

How much do you pay?

If you’re aged between 18 and 65, a membership fee of $1.50 each month ($18 each year) applies.

If you’re under 18 or over 65, you pay no membership fee.

What does this pay for?

This pays for the day-to-day administration of your account, including setting up and maintaining your account.

How is it paid?

It’s deducted from your KiwiSaver account each month. If you have more than one fund, your membership fee is deducted from the fund with the highest balance.



Annual fund charge

How much do you pay?

A percentage of your balance, which varies depending on the fund or funds you’re invested in (see below).

What does this pay for?

This pays for the work and expenses involved in managing the fund your money is invested in.

Your annual fund charge also pays for the supervision of our scheme by an independent third party, and our regular communications to keep you up to date.

How is it calculated?

It’s calculated daily based on the unit price of the fund or funds you’re invested in.

Annual fund charge

You’ll never pay more than the maximum annual fund charge percentage listed below (however expenses can be carried forward and recovered in future years).

ANZ KiwiSaver Scheme

ANZ Default KiwiSaver Scheme

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What's next?

Call us

0800 736 034

Weekdays, 8am - 6pm

   

Talk to an ANZ financial adviser

0800 269 238

(0800 ANZ ADVICE)

Weekdays, 8:30am - 5pm

   

Visit a branch

Call 0800 269 296 to make an appointment
Weekdays, 8am - 6pm

Find a branch

   

Past performance does not indicate future performance. The actual performance any given investor realises will depend on the above factors and assumptions, is not guaranteed and may be negative as well as positive.

ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the ANZ KiwiSaver Scheme and the ANZ Default KiwiSaver Scheme (together, the 'schemes'). Important information is available under terms & conditions. Download the guide and product disclosure statement.