Cross-scheme manager relationships
Which fund managers operate across multiple NZ KiwiSaver schemes?
Most NZ KiwiSaver schemes appoint a separate fund manager. But a few entities manage funds across two or more schemes — sometimes for schemes branded under different names. Whether this matters depends on what you value in scheme independence. The map below is mechanical fact: it shows what the FMA-filed Quarterly Fund Updates declare as the licensed manager of each fund.
Managers operating across multiple schemes
No multi-scheme managers detected.
Operating multiple schemes is permitted under the KiwiSaver Act 2006 and FMC Act 2013. The implications for scheme independence depend on the specific governance structure (separate supervisor, distinct investment committees, ring-fenced custodianship) which is disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Managers operating a single scheme
How this is sourced
Manager identity per fund is sourced from the most recent FMA-filed Quarterly Fund Update for each fund. The licensed manager under the FMC Act 2013 is the entity disclosed in that filing. Some KiwiSaver scheme funds appoint sub-managers per asset class — the manager shown above is the scheme-level Manager only.
Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives. Extraction of those fields into this relationship map is on the roadmap.
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.
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