BNZ KiwiSaver Scheme fund updates
Important notes about the BNZ KiwiSaver Scheme quarterly fund updates.
We have prepared this information in accordance with the Financial Markets Conduct Act 2013 (FMCA). This information is not audited and may be updated.
The FMCA requires these quarterly fund updates to contain fee information for the 12 month period ending 31 March and return information depending on the date which each fund update is prepared.
Fund updates for the period to 30 September 2024
| Cash Fund PDF 223KB |
| First Home Buyer Fund PDF 252KB |
| Conservative Fund PDF 251KB |
| Moderate Fund PDF 248KB |
| Balanced Fund PDF 249KB |
| Growth Fund PDF 230KB |
| High Growth Fund PDF 674KB |
| Default Fund PDF 248KB |
Fund updates for the period to 30 June 2024
| Cash Fund PDF 789KB |
| First Home Buyer Fund PDF 740KB |
| Conservative Fund PDF 736KB |
| Moderate Fund PDF 800KB |
| Balanced Fund PDF 804KB |
| Growth Fund PDF 804KB |
| High Growth Fund PDF 789KB |
| Default Fund PDF 800KB |
Fund updates for the period to 31 March 2024
| Cash Fund PDF 647KB |
| First Home Buyer Fund PDF 690KB |
| Conservative Fund PDF 678KB |
| Moderate Fund PDF 686KB |
| Balanced Fund PDF 683KB |
| Growth Fund PDF 680KB |
| High Growth Fund PDF 596KB |
| Default Fund PDF 704KB |
Fund updates for the period to 31 December 2023
| Cash Fund PDF 649KB |
| First Home Buyer Fund PDF 699KB |
| Conservative Fund PDF 678KB |
| Moderate Fund PDF 678KB |
| Balanced Fund PDF 691KB |
| Growth Fund PDF 686KB |
| High Growth Fund PDF 595KB |
| Default Fund PDF 709KB |
Fund updates for the period to 30 September 2023
| Cash Fund pdf 688Kb |
| First Home Buyer Fund pdf 741kb |
| Conservative Fund pdf 741KB |
| Moderate Fund pdf 725KB |
| Balanced Fund pdf 742KB |
| Growth Fund pdf 731KB |
| Default Fund pdf 725KB |
Fund updates for the period to 30 June 2023
| Cash Fund pdf 632Kb |
| First Home Buyer Fund pdf 701kb |
| Conservative Fund pdf 694KB |
| Moderate Fund pdf 691KB |
| Balanced Fund pdf 688KB |
| Growth Fund pdf 687KB |
| Default Fund pdf 715KB |
Fund updates for the period to 31 March 2023
| Cash Fund pdf 641Kb |
| First Home Buyer Fund pdf 721kb |
| Conservative Fund pdf 707KB |
| Moderate Fund pdf 694KB |
| Balanced Fund pdf 681KB |
| Growth Fund pdf 688KB |
| Default Fund pdf 708KB |
Fund updates for the period to 31 December 2022
| Cash Fund pdf 632Kb |
| First Home Buyer Fund pdf 699kb |
| Conservative Fund pdf 722KB |
| Moderate Fund pdf 704KB |
| Balanced Fund pdf 703KB |
| Growth Fund pdf 686KB |
| Default Fund pdf 583KB |
Fund updates for the period to 30 September 2022
| Cash Fund pdf 645Kb |
| First Home Buyer Fund pdf 688kb |
| Conservative Fund pdf 734KB |
| Moderate Fund pdf 700KB |
| Balanced Fund pdf 697KB |
| Growth Fund pdf 689KB |
| Default Fund pdf 596KB |
Fund updates for the period to 30 June 2022
| Cash Fund pdf 654Kb |
| First Home Buyer Fund pdf 707kb |
| Conservative Fund pdf 738KB |
| Moderate Fund pdf 709KB |
| Balanced Fund pdf 704KB |
| Growth Fund pdf 695KB |
| Default Fund pdf 598KB |
Fund updates for the period to 31 March 2022
| Cash Fund PDF 644KB |
| First Home Buyer Fund PDF 700KB |
| Conservative Fund PDF 734KB |
| Moderate Fund PDF 708KB |
| Balanced Fund PDF 692KB |
| Growth Fund PDF 690KB |
| Default fund PDF 599KB |
Fund updates for the period to 31 December 2021
| Cash Fund PDF 623KB |
| First Home Buyer Fund PDF 721KB |
| Conservative Fund PDF 719KB |
| Moderate Fund PDF 699KB |
| Balanced Fund PDF 693KB |
| Growth Fund PDF 695KB |
| Default fund PDF 602KB |
Fund updates for the period to 30 September 2021
| Cash Fund PDF 193KB |
| First Home Buyer Fund PDF 176KB |
| Conservative Fund PDF 202KB |
| Moderate Fund PDF 202KB |
| Balanced Fund PDF 202KB |
| Growth Fund PDF 200KB |
Fund updates for the period to 30 June 2021
| Cash Fund PDF 687KB |
| First Home Buyer Fund PDF 703KB |
| Conservative Fund PDF 725KB |
| Moderate Fund PDF 724KB |
| Balanced Fund PDF 715KB |
| Growth Fund PDF 697KB |
Fund updates for the period to 31 March 2021
| Cash Fund PDF 715KB |
| First Home Buyer Fund PDF 770KB |
| Conservative Fund PDF 787KB |
| Moderate Fund PDF 757KB |
| Balanced Fund PDF 741KB |
| Growth Fund PDF 751KB |
Fund updates for the period to 31 December 2020
| Cash Fund PDF 719KB |
| First Home Buyer Fund PDF 136KB |
| Conservative Fund PDF 155KB |
| Moderate Fund PDF 155KB |
| Balanced Fund PDF 155KB |
| Growth Fund PDF 153KB |
Fund updates for the period to 30 September 2020
| Cash Fund PDF 707KB |
| First Home Buyer Fund PDF 767KB |
| Conservative Fund PDF 779KB |
| Moderate Fund PDF 775KB |
| Balanced Fund PDF 777KB |
| Growth Fund PDF 786KB |
Fund updates for the period to 30 June 2020
| Cash Fund PDF 684KB |
| First Home Buyer Fund PDF 767KB |
| Conservative Fund PDF 752KB |
| Moderate Fund PDF 720KB |
| Balanced Fund PDF 739KB |
| Growth Fund PDF 717KB |
Fund updates for the period to 31 March 2020
| Cash Fund PDF 702KB |
| First Home Buyer Fund PDF 776KB |
| Conservative Fund PDF 787KB |
| Moderate Fund PDF 778KB |
| Balanced Fund PDF 777KB |
| Growth Fund PDF 770KB |
Fund updates for the period to 31 December 2019
| Cash Fund PDF 684KB |
| First Home Buyer Fund PDF 691KB |
| Conservative Fund PDF 778KB |
| Moderate Fund PDF 774KB |
| Balanced Fund PDF 750KB |
| Growth Fund PDF 780KB |
Fund updates for the period to 30 September 2019
| Cash Fund PDF 709KB |
| First Home Buyer Fund PDF 771KB |
| Conservative Fund PDF 778KB |
| Moderate Fund PDF 756KB |
| Balanced Fund PDF 777KB |
| Growth Fund PDF 754KB |
Fund updates for the period to 30 June 2019
| Cash Fund PDF 641KB |
| First Home Buyer Fund PDF 785KB |
| Conservative Fund PDF 801KB |
| Moderate Fund PDF 779KB |
| Balanced Fund PDF 777KB |
| Growth Fund PDF 774KB |
Fund updates for the period to 31 March 2019
| Cash Fund PDF 619KB |
| First Home Buyer Fund PDF 736KB |
| Conservative Fund PDF 733KB |
| Moderate Fund PDF 724KB |
| Balanced Fund PDF 731KB |
| Growth Fund PDF 747KB |
Fund updates for the period to 31 December 2018
| Cash Fund PDF 836KB |
| First Home Buyer Fund PDF 935KB |
| Conservative Fund PDF 941KB |
| Moderate Fund PDF 924KB |
| Balanced Fund PDF 942KB |
| Growth Fund PDF 926KB |
Fund updates for the period to 30 September 2018
| Cash Fund PDF 741KB |
| First Home Buyer Fund PDF 889KB |
| Conservative Fund PDF 855KB |
| Moderate Fund PDF 861KB |
| Balanced Fund PDF 866KB |
| Growth Fund PDF 867KB |
Fund updates for the period to 30 June 2018
| Cash Fund PDF 738KB |
| First Home Buyer Fund PDF 873KB |
| Conservative Fund PDF 847KB |
| Moderate Fund PDF 849KB |
| Balanced Fund PDF 860KB |
| Growth Fund PDF 851KB |
Fund updates for the period to 31 March 2018
| Cash Fund PDF 612KB |
| First Home Buyer Fund PDF 735KB |
| Conservative Fund PDF 744KB |
| Moderate Fund PDF 727KB |
| Balanced Fund PDF 7433KB |
| Growth Fund PDF 739KB |
Fund updates for the period to 31 December 2017
| Cash Fund PDF 771KB |
| First Home Buyer Fund PDF 895KB |
| Conservative Fund PDF 881KB |
| Moderate Fund PDF 877KB |
| Balanced Fund PDF 893KB |
| Growth Fund PDF 881KB |
Fund updates for the period to 30 September 2017
| Cash Fund PDF 767KB |
| First Home Buyer Fund PDF 861KB |
| Conservative Fund PDF 870KB |
| Moderate Fund PDF 849KB |
| Balanced Fund PDF 863KB |
| Growth Fund PDF 863KB |
Fund updates for the period to 30 June 2017
| Cash Fund PDF 230KB |
| First Home Buyer Fund PDF 235KB |
| Conservative Fund PDF 240KB |
| Moderate Fund PDF 240KB |
| Balanced Fund PDF 240KB |
| Growth Fund PDF 240KB |
Fund updates for the period to 31 March 2017
| Cash Fund PDF 226KB |
| First Home Buyer Fund PDF 238KB |
| Conservative Fund PDF 238KB |
| Moderate Fund PDF 238KB |
| Balanced Fund PDF 238KB |
| Growth Fund PDF 238KB |
Fund updates for the period to 31 December 2016
| Cash Fund PDF 224KB |
| First Home Buyer Fund PDF 301KB |
| Conservative Fund PDF 226KB |
| Moderate Fund PDF 225KB |
| Balanced Fund PDF 225KB |
| Growth Fund PDF 225KB |
Fund updates for the period to 30 September 2016
| Cash Fund PDF 224KB |
| First Home Buyer Fund PDF 311KB |
| Conservative Fund PDF 231KB |
| Moderate Fund PDF 230KB |
| Balanced Fund PDF 230KB |
| Growth Fund PDF 230KB |
Periodic disclosure statements prior to 5 September 2016
Annual Reports and Financial Statements
2024
- BNZ KiwiSaver Scheme 2024 Annual Report PDF 461KB
- BNZ KiwiSaver Scheme 2024 Audited Financial Statements PDF 678KB
2023
- BNZ KiwiSaver Scheme 2023 Annual Report PDF 348KB
- BNZ KiwiSaver Scheme 2023 Audited Financial Statements PDF 636KB
2022
- BNZ KiwiSaver Scheme 2022 Annual Report PDF 214KB
- BNZ KiwiSaver Scheme 2022 Audited Financial Statements PDF 745KB
2021
- BNZ KiwiSaver Scheme 2021 Annual Report PDF 177KB
- BNZ KiwiSaver Scheme 2021 Audited Financial Statements PDF 627KB
2020
- BNZ KiwiSaver Scheme 2020 Annual Report PDF 165KB
- BNZ KiwiSaver Scheme 2020 Audited Financial Statements PDF 319KB
2019
- BNZ KiwiSaver Scheme 2019 Annual Report PDF 126KB
- BNZ KiwiSaver Scheme 2019 Audited Financial Statements PDF 434KB
2018
- BNZ KiwiSaver Scheme 2018 Annual Report PDF 2.8MB
- BNZ KiwiSaver Scheme 2018 Audited Financial Statements PDF 765KB
2017
- BNZ KiwiSaver Scheme 2017 Annual Report PDF 4.6MB
- BNZ KiwiSaver Scheme 2017 Audited Financial Statements PDF 902KB
2016
- BNZ KiwiSaver Scheme 2016 Annual Report Pdf 920kb
- BNZ KiwiSaver Scheme 2016 Audited Financial Statements PDF 555KB
2015
- BNZ KiwiSaver Scheme 2015 Annual Report PDF 1.3MB
- BNZ KiwiSaver Scheme 2015 Audited Financial Statements PDF 1.5MB
2014
The first BNZ KiwiSaver Scheme Annual Report and Audited Financial Statements relate to the period 8 January 2013 to 31 March 2014.
- BNZ KiwiSaver Scheme 2014 Annual Report PDF 182KB
- BNZ KiwiSaver Scheme 2014 Audited Financial Statements PDF 854KB
Changes to the BNZ KiwiSaver Scheme — September 2016
The BNZ KiwiSaver Scheme transitioned into the Financial Markets Conduct Act 2013 (FMCA) regime on 5 September 2016 and the requirements of the FMCA apply to the Scheme from this date. Find out more about these changes.