31 December 2022 → 30 September 2025
2 changes- Management feeMATERIAL1.09 → 0.98
- SupervisorMAJORThe New Zealand Guardian Trust Company Limited → —
ANZ KIWISAVER SCHEME
PDS change history
Each Product Disclosure Statement (PDS) issued for the ANZ KIWISAVER SCHEME is archived here. PDS changes describe the scheme as a whole — fee schedule, currency hedging policy, performance fee structure, service providers — so all funds in the scheme share this history.
Per-PDS readings
| PDS as at | Management fee | Buy/sell spread | Member fee | Performance fee | Currency hedging | External manager | Custodian | Supervisor |
|---|---|---|---|---|---|---|---|---|
| 30 September 2025 | 0.98 | — | — | — | — | — | ANZ Bank New Zealand | — |
| 31 December 2022 | 1.09 | — | — | — | — | — | ANZ Bank New Zealand | The New Zealand Guardian Trust Company Limited |
| 30 September 2022 | — | — | — | — | — | — | BNZ | — |
| 31 March 2022 | — | — | — | — | — | — | BNZ | — |
| 31 December 2021 | 1.09 | — | — | — | — | — | ANZ Bank New Zealand | The New Zealand Guardian Trust Company Limited |
| 30 September 2021 | — | — | — | — | — | — | BNZ | — |
| 31 March 2021 | — | — | — | — | — | — | BNZ | — |
| 31 December 2020 | 1.09 | — | — | — | — | — | ANZ Bank New Zealand | The New Zealand Guardian Trust Company Limited |
| 30 September 2020 | — | — | — | — | — | — | BNZ | — |
| 25 August 2020 | — | — | — | — | — | — | ANZ Bank New Zealand | — |
| 31 March 2020 | — | — | — | — | — | — | BNZ | — |
| 30 September 2019 | — | — | — | — | — | — | BNZ | Trustees Executors Limited |
| 31 March 2019 | — | — | — | — | — | — | BNZ | Trustees Executors Limited |
| 31 December 2018 | — | — | — | — | — | — | BNZ | — |
| 31 March 2018 | — | — | — | — | — | — | BNZ | Trustees Executors Limited |
| 31 March 2014 | — | — | — | — | — | — | BNZ | — |
What changed
Each consecutive PDS pair, with field-level diffs. Severity reflects how impactful the change is for an investor: a 10bp management-fee move is MATERIAL; a service- provider swap is also material; cosmetic re-wording is MINOR.
30 September 2022 → 31 December 2022
3 changes- Management feeMAJOR— → 1.09
- CustodianMATERIALBNZ → ANZ Bank New Zealand
- SupervisorMAJOR— → The New Zealand Guardian Trust Company Limited
31 March 2022 → 30 September 2022
0 changesNo structural changes detected across the fields we extract.
31 December 2021 → 31 March 2022
3 changes- Management feeMAJOR1.09 → —
- CustodianMATERIALANZ Bank New Zealand → BNZ
- SupervisorMAJORThe New Zealand Guardian Trust Company Limited → —
30 September 2021 → 31 December 2021
3 changes- Management feeMAJOR— → 1.09
- CustodianMATERIALBNZ → ANZ Bank New Zealand
- SupervisorMAJOR— → The New Zealand Guardian Trust Company Limited
31 March 2021 → 30 September 2021
0 changesNo structural changes detected across the fields we extract.
31 December 2020 → 31 March 2021
3 changes- Management feeMAJOR1.09 → —
- CustodianMATERIALANZ Bank New Zealand → BNZ
- SupervisorMAJORThe New Zealand Guardian Trust Company Limited → —
30 September 2020 → 31 December 2020
3 changes- Management feeMAJOR— → 1.09
- CustodianMATERIALBNZ → ANZ Bank New Zealand
- SupervisorMAJOR— → The New Zealand Guardian Trust Company Limited
25 August 2020 → 30 September 2020
1 change- CustodianMATERIALANZ Bank New Zealand → BNZ
31 March 2020 → 25 August 2020
1 change- CustodianMATERIALBNZ → ANZ Bank New Zealand
30 September 2019 → 31 March 2020
1 change- SupervisorMAJORTrustees Executors Limited → —
31 March 2019 → 30 September 2019
0 changesNo structural changes detected across the fields we extract.
31 December 2018 → 31 March 2019
1 change- SupervisorMAJOR— → Trustees Executors Limited
31 March 2018 → 31 December 2018
1 change- SupervisorMAJORTrustees Executors Limited → —
31 March 2014 → 31 March 2018
1 change- SupervisorMAJOR— → Trustees Executors Limited
Data sources
- FMA Disclose register — Product Disclosure Statements
- Provider websites — issuer-published PDS PDFs
Field extraction is regex-based. We surface what the PDS literally says so you can verify against the source PDF. General information only — not financial advice.
FundCompare
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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