# anz KiwiSaver Scheme — PDS history

Every extracted Product Disclosure Statement for the anz KiwiSaver Scheme, newest first. 16 PDS versions on file (period range: 2014-03-31 → 2025-09-30). Sourced from the FMA Disclose register (https://disclose-register.companiesoffice.govt.nz/) plus the provider's own website + Wayback Machine archives where applicable.

**Information only — not financial advice (FMCA s23 / Schedule 1).** PDS values are extracted verbatim from each PDF; always verify against the source PDS on FMA Disclose before relying on any of this.

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## PDS effective 2025-09-30

- **Management fee:** 0.98
- **Custodian:** ANZ Bank New Zealand

**Changed from prior PDS (effective 2022-12-31):**

  - Management fee: 1.09 → 0.98
  - Supervisor: The New Zealand Guardian Trust Company Limited → (unset)

---

## PDS effective 2022-12-31

- **Management fee:** 1.09
- **Custodian:** ANZ Bank New Zealand
- **Supervisor:** The New Zealand Guardian Trust Company Limited

**Changed from prior PDS (effective 2022-09-30):**

  - Management fee: (unset) → 1.09
  - Custodian: BNZ → ANZ Bank New Zealand
  - Supervisor: (unset) → The New Zealand Guardian Trust Company Limited

---

## PDS effective 2022-09-30

- **Custodian:** BNZ

No tracked-field changes vs prior PDS (effective 2022-03-31).

---

## PDS effective 2022-03-31

- **Custodian:** BNZ

**Changed from prior PDS (effective 2021-12-31):**

  - Management fee: 1.09 → (unset)
  - Custodian: ANZ Bank New Zealand → BNZ
  - Supervisor: The New Zealand Guardian Trust Company Limited → (unset)

---

## PDS effective 2021-12-31

- **Management fee:** 1.09
- **Custodian:** ANZ Bank New Zealand
- **Supervisor:** The New Zealand Guardian Trust Company Limited

**Changed from prior PDS (effective 2021-09-30):**

  - Management fee: (unset) → 1.09
  - Custodian: BNZ → ANZ Bank New Zealand
  - Supervisor: (unset) → The New Zealand Guardian Trust Company Limited

---

## PDS effective 2021-09-30

- **Custodian:** BNZ

No tracked-field changes vs prior PDS (effective 2021-03-31).

---

## PDS effective 2021-03-31

- **Custodian:** BNZ

**Changed from prior PDS (effective 2020-12-31):**

  - Management fee: 1.09 → (unset)
  - Custodian: ANZ Bank New Zealand → BNZ
  - Supervisor: The New Zealand Guardian Trust Company Limited → (unset)

---

## PDS effective 2020-12-31

- **Management fee:** 1.09
- **Custodian:** ANZ Bank New Zealand
- **Supervisor:** The New Zealand Guardian Trust Company Limited

**Changed from prior PDS (effective 2020-09-30):**

  - Management fee: (unset) → 1.09
  - Custodian: BNZ → ANZ Bank New Zealand
  - Supervisor: (unset) → The New Zealand Guardian Trust Company Limited

---

## PDS effective 2020-09-30

- **Custodian:** BNZ

**Changed from prior PDS (effective 2020-08-25):**

  - Custodian: ANZ Bank New Zealand → BNZ

---

## PDS effective 2020-08-25

- **Custodian:** ANZ Bank New Zealand

**Changed from prior PDS (effective 2020-03-31):**

  - Custodian: BNZ → ANZ Bank New Zealand

---

## PDS effective 2020-03-31

- **Custodian:** BNZ

**Changed from prior PDS (effective 2019-09-30):**

  - Supervisor: Trustees Executors Limited → (unset)

---

## PDS effective 2019-09-30

- **Custodian:** BNZ
- **Supervisor:** Trustees Executors Limited

No tracked-field changes vs prior PDS (effective 2019-03-31).

---

## PDS effective 2019-03-31

- **Custodian:** BNZ
- **Supervisor:** Trustees Executors Limited

**Changed from prior PDS (effective 2018-12-31):**

  - Supervisor: (unset) → Trustees Executors Limited

---

## PDS effective 2018-12-31

- **Custodian:** BNZ

**Changed from prior PDS (effective 2018-03-31):**

  - Supervisor: Trustees Executors Limited → (unset)

---

## PDS effective 2018-03-31

- **Custodian:** BNZ
- **Supervisor:** Trustees Executors Limited

**Changed from prior PDS (effective 2014-03-31):**

  - Supervisor: (unset) → Trustees Executors Limited

---

## PDS effective 2014-03-31

- **Custodian:** BNZ

---

## Sources + related surfaces

- **FMA Disclose register:** https://disclose-register.companiesoffice.govt.nz/
- **Structured JSON:** https://fundcompare.co.nz/api/pds/anz/facts.json
- **HTML per fund:** https://fundcompare.co.nz/funds/anz/{fund-slug}/pds-history
- **MCP tool:** `get_pds_history({ scheme: "anz" })` at https://fundcompare.co.nz/mcp
- **Atom feed:** https://fundcompare.co.nz/changes/anz/feed.atom