30 September 2022 → 30 June 2025
3 changes- Management feeMAJOR1.00 → —
- Member feeMAJOR— → 36
- Performance feeMAJOR— → 0.50%
BOOSTER KIWISAVER SCHEME
PDS change history
Each Product Disclosure Statement (PDS) issued for the BOOSTER 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 June 2025 | — | — | 36 | 0.50% | — | — | Public Trust | Public Trust |
| 30 September 2022 | 1.00 | — | — | — | — | — | Public Trust | Public Trust |
| 31 August 2022 | 0.52 | — | 48 | 0% | — | — | BNZ | Public Trust |
| 31 March 2022 | 0.35 | — | 36 | — | — | — | Public Trust | Public Trust |
| 23 February 2022 | 0.56 | — | — | 0% | — | — | BNZ | Public Trust |
| 31 December 2021 | 0.35 | — | 36 | — | — | — | Public Trust | Public Trust |
| 30 April 2021 | 1.00 | — | — | — | — | — | Public Trust | Public Trust |
| 20 April 2021 | 0.44 | — | 44 | — | — | — | Public Trust | Public Trust |
| 19 March 2021 | 0.44 | — | 44 | — | — | — | Public Trust | Public Trust |
| 30 November 2020 | — | — | 277 | 0% | — | — | Public Trust | Public Trust |
| 8 October 2020 | 1.00 | — | — | — | — | — | Public Trust | Public Trust |
| 5 August 2019 | 0.50 | — | 36 | 0.50% | — | — | Public Trust | Public Trust |
| 19 September 2016 | 1.25 | — | 130 | — | — | — | Public Trust | Public Trust |
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.
31 August 2022 → 30 September 2022
4 changes- Management feeMATERIAL0.52 → 1.00
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 within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.