# simplicity KiwiSaver Scheme — PDS history

Every extracted Product Disclosure Statement for the simplicity KiwiSaver Scheme, newest first. 9 PDS versions on file (period range: 2017-12-31 → 2025-09-01). 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 2025-09-01

- **Management fee:** 0.24
- **Member fee:** 10
- **Custodian:** BNZ
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2025-02-24):**

  - Management fee: 0.25 → 0.24

---

## PDS effective 2025-02-24

- **Management fee:** 0.25
- **Member fee:** 10
- **Custodian:** BNZ
- **Supervisor:** Public Trust

No tracked-field changes vs prior PDS (effective 2024-09-26).

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## PDS effective 2024-09-26

- **Management fee:** 0.25
- **Member fee:** 10
- **Custodian:** BNZ
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2024-07-31):**

  - Management fee: 0.10 → 0.25
  - Custodian: Public Trust → BNZ

---

## PDS effective 2024-07-31

- **Management fee:** 0.10
- **Member fee:** 10
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2024-06-14):**

  - Management fee: 0.25 → 0.10

---

## PDS effective 2024-06-14

- **Management fee:** 0.25
- **Member fee:** 10
- **Custodian:** Public Trust
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2024-02-01):**

  - Custodian: BNZ → Public Trust

---

## PDS effective 2024-02-01

- **Management fee:** 0.25
- **Member fee:** 10
- **Custodian:** BNZ
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2023-04-28):**

  - Management fee: (unset) → 0.25
  - Member fee: (unset) → 10
  - Custodian: (unset) → BNZ
  - Supervisor: (unset) → Public Trust

---

## PDS effective 2023-04-28


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

  - Management fee: 0.31 → (unset)
  - Member fee: 2.50 → (unset)
  - Custodian: BNZ → (unset)
  - Supervisor: Public Trust → (unset)

---

## PDS effective 2018-12-31

- **Management fee:** 0.31
- **Member fee:** 2.50
- **Custodian:** BNZ
- **Supervisor:** Public Trust

**Changed from prior PDS (effective 2017-12-31):**

  - Member fee: (unset) → 2.50

---

## PDS effective 2017-12-31

- **Management fee:** 0.31
- **Custodian:** BNZ
- **Supervisor:** Public Trust

---

## Sources + related surfaces

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