Kiwi Wealth KiwiSaver Scheme documents

The Product Disclosure Statement for the Kiwi Wealth KiwiSaver Scheme was registered on 17 August 2017. For a copy of the Product Disclosure Statement please click on the link below. It may also be viewed on the Disclose Register at www.companiesoffice.govt.nz/disclose under ‘Kiwi Wealth KiwiSaver Scheme’.

Product Disclosure Statement

Other Material Information - Who is Involved

Other Material Information - Membership

Other Material Information - Contributions and Transfers

Other Material Information - Withdrawals

Other Material Information - Fees

Other Material Information - Risks

Other Material Information - Tax

Other Material Information - Powers in Trust Deed

Trust Deed

Statement of Investment Policy and Objectives (SIPO)

Responsible Investing Policy

Investment management guidelines

Fund Updates and periodic disclosure statements

 

Annual Reports for the Kiwi Wealth KiwiSaver Scheme

Annual Report - 1 April 2016 to 31 March 2017

Annual Report - 1 April 2015 to 31 March 2016

Annual Report - 1 April 2014 to 31 March 2015

Annual Report - 1 April 2013 to 31 March 2014

Annual Report - 1 April 2012 to 31 March 2013

Annual Report - 1 April 2011 to 31 March 2012

Annual Report - 1 April 2010 to 31 March 2011

Annual Report - 1 April 2009 to 31 March 2010

Annual Report - 1 April 2008 to 31 March 2009

Annual Report - 1 April 2007 to 31 March 2008 

 

Kiwi Wealth KiwiSaver Scheme Full Financial Statements

Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report. 

Full Financial Statements - 31 March 2017

Full Financial Statements - 31 March 2016

Full Financial Statements - 31 March 2015

Full Financial Statements - 31 March 2014

Full Financial Statements - 31 March 2013

Full Financial Statements - 31 March 2012

 

Adviser Disclosure Statements

Kiwi Wealth Master Trust

The Kiwi Wealth Master Trust was established on 27 June 2014. Currently, the funds under the Kiwi Wealth Master Trust are available to investors in the Private Portfolio Service, but are not available to the public for direct investment.

 

Fund Updates

Kiwi Wealth Fixed Interest Fund

Fund Update - 30 June 2017

Fund Update - 31 March 2017

Fund Update - 31 December 2016

 

Kiwi Wealth Growth Fund

Fund Update - 30 June 2017

Fund Update - 31 March 2017

Fund Update - 31 December 2016

 

Annual Report for the Kiwi Wealth Master Trust

Annual Report - 1 April 2016 to 31 March 2017 

 

Full Financial Statements

Kiwi Wealth Fixed Interest Fund 

Full Financial Statements - 31 March 2017

Full Financial Statements - 31 March 2016

Full Financial Statements - 31 March 2015

 

Kiwi Wealth Growth Fund 

Full Financial Statements - 31 March 2017

Full Financial Statements - 31 March 2016

 

Kiwi Wealth Super Scheme documents

The Product Disclosure Statement for the Kiwi Wealth Super Scheme was registered on 7 September 2017. For a copy of the Product Disclosure Statement please click on the link below. It may also be viewed on the Disclose Register at www.companiesoffice.govt.nz/disclose under ‘Kiwi Wealth Superannuation Scheme'.

Product Disclosure Statement

Other Material Information - Who is involved

Other Material Information - Membership

Other Material Information - Contributions and transfers

Other Material Information - Withdrawals

Other Material Information - Fees

Other Material Information - Risks

Other Material Information - Tax

Other Material Information - Powers in Trust Deed

Material contracts

Trust Deed

Statement of Investment Policy and Objectives (SIPO)

Fund Updates

Responsible Investment Policy