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Latest quarterly fund updates for ANZ’s KiwiSaver Schemes

Compare funds over time to help inform your choice. Explore the latest quarterly updates on fund information and performance, fees and top 10 investments across the ANZ KiwiSaver Scheme, ANZ Default KiwiSaver Scheme and OneAnswer KiwiSaver Scheme.

2026 quarterly fund updates

Quarter ended 30 June 2026

High Growth Fund update, quarter ended 30 June 2026 (PDF 167.3KB)
Growth Fund update, quarter ended 30 June 2026 (PDF 183.3KB)
Balanced Growth Fund update, quarter ended 30 June 2026 (PDF 183.3KB)
Balanced Fund update, quarter ended 30 June 2026 (PDF 181.9KB)
Conservative Balanced update, quarter ended 30 June 2026 (PDF 183KB)
Conservative Fund update, quarter ended 30 June 2026 (PDF 176.2KB)
Cash Fund update, quarter ended 30 June 2026 (PDF 153.2KB)

Quarter ended 31 March 2026

High Growth Fund update, quarter ended 31 March 2026 (PDF 160.2KB)
Growth Fund update, quarter ended 31 March 2026 (PDF 176.2KB)
Balanced Growth Fund update, quarter ended 31 March 2026 (PDF 176.5KB)
Balanced Fund update, quarter ended 31 March 2026 (PDF 176KB)
Conservative Balanced update, quarter ended 31 March 2026 (PDF 176.5KB)
Conservative Fund update, quarter ended 31 March 2026 (PDF 176.1KB)
Cash Fund update, quarter ended 31 March 2026 (PDF 153.7KB)

2025 quarterly fund updates

Quarter ended 31 December 2025

High Growth Fund update, quarter ended 31 December 2025 (PDF 160KB)
Growth Fund update, quarter ended 31 December 2025 (PDF 177.1KB)
Balanced Growth Fund update, quarter ended 31 December 2025 (PDF 177.1KB)
Balanced Fund update, quarter ended 31 December 2025 (PDF 177.9KB)
Conservative Balanced update, quarter ended 31 December 2025 (PDF 182.8KB)
Conservative Fund update, quarter ended 31 December 2025 (PDF 176.6KB)
Cash Fund update, quarter ended 31 December 2025 (PDF 153.4KB)

Quarter ended 30 September 2025

High Growth Fund update, quarter ended 30 September 2025 (PDF 187.6KB)
Growth Fund update, quarter ended 30 September 2025 (PDF 189.8KB)
Balanced Growth Fund update, quarter ended 30 September 2025 (PDF 190.9KB)
Balanced Fund update, quarter ended 30 September 2025 (PDF 193.5KB)
Conservative Balanced update, quarter ended 30 September 2025 (PDF 188KB)
Conservative Fund update, quarter ended 30 September 2025 (PDF 188KB)
Cash Fund update, quarter ended 30 September 2025 (PDF 180.1KB)

Quarter ended 30 June 2025

High Growth Fund update, quarter ended 30 June 2025 (PDF 188.3KB)
Growth Fund update, quarter ended 30 June 2025 (PDF 188.6KB)
Balanced Growth Fund update, quarter ended 30 June 2025 (PDF 189.7KB)
Balanced Fund update, quarter ended 30 June 2025 (PDF 189.4KB)
Conservative Balanced update, quarter ended 30 June 2025 (PDF 187KB)
Conservative Fund update, quarter ended 30 June 2025 (PDF 186.8KB)
Cash Fund update, quarter ended 30 June 2025 (PDF 179.3KB)

Quarter ended 31 March 2025

High Growth Fund update, quarter ended 31 March 2025 (PDF 187.7KB)
Growth Fund update, quarter ended 31 March 2025 (PDF 191.7KB)
Balanced Growth Fund update, quarter ended 31 March 2025 (PDF 193.1KB)
Balanced Fund update, quarter ended 31 March 2025 (PDF 192.1KB)
Conservative Balanced update, quarter ended 31 March 2025 (PDF 190.3KB)
Conservative Fund update, quarter ended 31 March 2025 (PDF 186.9KB)
Cash Fund update, quarter ended 31 March 2025 (PDF 179.2KB)

2024 quarterly fund updates

Quarter ended 31 December 2024

High Growth Fund update, quarter ended 31 December 2024 (PDF 211KB)
Growth Fund update, quarter ended 31 December 2024 (PDF 229.4KB)
Balanced Growth Fund update, quarter ended 31 December 2024 (PDF 229.9KB)
Balanced Fund update, quarter ended 31 December 2024 (PDF 229.2KB)
Conservative Balanced update, quarter ended 31 December 2024 (PDF 227.7KB)
Conservative Fund update, quarter ended 31 December 2024 (PDF 227.2KB)
Cash Fund update, quarter ended 31 December 2024 (PDF 220.5KB)

Quarter ended 30 September 2024

High Growth Fund update, quarter ended 30 September 2024 (PDF 211.5KB)
Growth Fund update, quarter ended 30 September 2024 (PDF 232.7KB)
Balanced Growth Fund update, quarter ended 30 September 2024 (PDF 232.6KB)
Balanced Fund update, quarter ended 30 September 2024 (PDF 229.8KB)
Conservative Balanced update, quarter ended 30 September 2024 (PDF 231.4KB)
Conservative Fund update, quarter ended 30 September 2024 (PDF 229.2KB)
Cash Fund update, quarter ended 30 September 2024 (PDF 221.6KB)

Fund updates for previous periods

Fund updates for previous periods are available on the New Zealand Companies Office Disclose Register (select 'Search for an offer' and enter the relevant scheme name, e.g. ANZ KiwiSaver Scheme).

Search the New Zealand Companies Office Disclose Register

Important information

ANZ New Zealand Investments Limited (‘ANZ Investments’) is the issuer and manager of the ANZ KiwiSaver Scheme, the OneAnswer KiwiSaver Scheme and the ANZ Default KiwiSaver Scheme (no longer a default scheme and closed to new members). For the scheme guides and product disclosure statements see KiwiSaver documents and forms or ask at any ANZ branch.

This material is for information purposes only. Please talk to us if you need financial advice about your situation and goals or about our products and services. See our Financial advice provider disclosure statement (PDF 39.9KB).