BT FUNDS MANAGEMENT (NZ) LIMITED
The Westpac KiwiSaver Scheme is administered by BT Funds Management (NZ) Limited, a Westpac subsidiary. The scheme serves 523,938 members and manages $12.62 billion in assets. Members can choose from eight funds within a KiwiSaver scheme, spanning a range of investment approaches to suit different circumstances and time horizons.
The scheme charges an average annual fee of 0.45% across its funds. The fund line-up includes Conservative, Balanced, Aggressive, Defensive, and Growth options, allowing members to select a strategy aligned with their investment goals and risk tolerance. This type of scheme structure appeals to members seeking a range of diversified investment choices within a single KiwiSaver arrangement. This information is general only and not financial advice.
Assets
$13B
Total value
Average Return
2.90%
Five year
Average Fee 💰
0.45%
One Year
Total Investors
523.9K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Conservative Fund | Conservative | 2.72% | 0.4% | $3B | 25.14% | 01-10-2007 |
| Balanced Fund | Balanced | 5.19% | 0.5% | $2B | 59.64% | 01-10-2007 |
| High Growth Fund | Aggressive | N/A | 0.7% | $915M | 98.86% | 25-09-2024 |
| Defensive Conservative Fund | Conservative | 2.57% | 0.4% | $257M | 20.05% | 02-07-2014 |
| Default Balanced Fund | Balanced | N/A | 0.4% | $999M | 49.69% | 01-12-2021 |
| Moderate Fund | Balanced | 3.8% | 0.4% | $937M | 40.13% | 02-07-2014 |
| Cash Fund | Defensive | 2.38% | 0.25% | $710M | N/A | 01-10-2007 |
| Growth Fund | Growth | 6.56% | 0.55% | $3B | 79.3% | 01-10-2007 |
Governance & relationships
- Manager
- BT FUNDS MANAGEMENT (NZ) LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP32662verify on FSPR ↗
- NZBN
- 9429039285126verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (14)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2025-09-24 | PDS | 1 PDF | Pending | PDF only |
| 2021-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2020-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2019-09-27 | PDS | 1 PDF | Pending | PDF only |
| 2015-04-01 | PDS | 1 PDF | Pending | PDF only |
| 2022-03-31 | AR | 1 PDF | Pending | PDF only |
| 2021-03-31 | AR | 1 PDF | Pending | PDF only |
| 2020-03-31 | AR | 1 PDF | Pending | PDF only |
| 2019-03-31 | AR | 1 PDF | Pending | PDF only |
| 2018-03-31 | AR | 1 PDF | Pending | PDF only |
| 2017-03-31 | AR | 1 PDF | Pending | PDF only |
| 2016-03-31 | AR | 1 PDF | Pending | PDF only |
| 2015-03-31 | AR | 1 PDF | Pending | PDF only |
| 2014-03-31 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- Westpac
- Funds operated
- 8
- Scheme(s)
- WESTPAC KIWISAVER SCHEME
Endpoints for BT FUNDS MANAGEMENT (NZ) LIMITED
One-click MCP install
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cURL
curl -s "https://fundcompare.co.nz/api/provider/westpac/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/westpac/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.
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The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
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