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Fund Updates

Find out all the info you need to know about each of our investment funds with our quarterly fund updates.

These regular reports outline the fees, returns and investment mix for each of our investment funds, as well as the fund’s key people and biggest investments.

 

Click on the links below for more information about each fund

Cash investment fund
Topic: What is KiwiSaver?

CashPlus investment fund
Topic: What is KiwiSaver?

Conservative investment fund
Topic: What is KiwiSaver?

Default investment fund
Topic: What is KiwiSaver?

Balanced investment fund
Topic: What is KiwiSaver?

Growth investment fund
Topic: What is KiwiSaver?

Quarterly Disclosure Statements

Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 July 2015 – 30 June 2016 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

 Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 April 2015 – 31 March 2016 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 January 2015 – 31 December 2015 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 October 2014 – 30 September 2015 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio 

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 July 2014 – 30 June 2015 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 April 2014 – 31 March 2015 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 January 2014 – 31 December 2014 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 October 2013 – 30 September 2014 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Quarterly disclosure statement

 Quarterly disclosure statement (PDF, 564KB)

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 July 2013 – 30 June 2014 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 April 2013 – 31 March 2014 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Balanced investment portfolio 

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 January 2013 – 31 December 2013 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Balanced investment portfolio

Growth investment portfolio


Quarterly Disclosure Statements for the Kiwi Wealth KiwiSaver Scheme for the period 1 October 2012 – 30 September 2013 are now available for download.

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Balanced investment portfolio

Growth investment portfolio


Annual Disclosure Statements

Annual Disclosure Statements for the period 1 April 2015 – 31 March 2016

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

Growth investment portfolio


Annual Disclosure Statements for the period 1 April 2014 – 31 March 2015

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Default investment portfolio

Balanced investment portfolio

Growth investment portfolio


Annual Disclosure Statements for the period 1 April 2013 – 31 March 2014

Cash investment portfolio

CashPlus investment portfolio

Conservative investment portfolio

Balanced investment portfolio

Growth investment portfolio