The ANZ KiwiSaver Scheme is operated by ANZ New Zealand Investments Limited and serves 617,517 members with $21.44 billion in assets under management. The scheme offers 21 funds within a KiwiSaver scheme across a range of investment approaches, providing members with options to match different investment horizons and risk preferences. This scale of membership and asset base reflects the scheme's established position within the KiwiSaver landscape.
The ANZ KiwiSaver Scheme charges an average annual fee of 0.77% across its funds. Members can select from Balanced, Aggressive, Defensive, Growth, and Conservative fund options within a KiwiSaver scheme, allowing them to tailor their investment approach according to their circumstances. This structure suits members seeking variety in their KiwiSaver investment choices and those wanting to adjust their portfolio allocation as their needs change. This information is general only and does not constitute financial advice.
Assets
$21B
Total value
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.
Average Return
3.60%
Five year
Average Fee 💰
0.77%
One Year
Total Investors
617.5K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Conservative Balanced Fund | Balanced | 3.1% | 0.73% | $203M | 35.11% | 01-10-2007 |
| Balanced Fund | Balanced | 4.2% | 0.88% | $625M | 50.03% | 01-10-2007 |
| International Share Fund | Aggressive | 9.77% | 0.96% | $86M | 100% | 01-10-2007 |
| International Fixed Interest Fund | Defensive | -0.87% | 0.49% | $2M | N/A | 01-10-2007 |
| Cash Fund | Defensive | 2.32% | 0.22% | $92M | N/A | 01-10-2007 |
| New Zealand Fixed Interest Fund | Defensive | 0.15% | 0.34% | $8M | N/A | 01-10-2007 |
| International Property Fund | Aggressive | 3.8% | 0.99% | $7M | 99.99% | 01-10-2007 |
| Conservative Fund | Conservative | 2.01% | 0.6% | $477M | 20.06% | 01-10-2007 |
| Growth Fund | Growth | 6.58% | 0.96% | $607M | 80.01% | 01-10-2007 |
| Australasian Property Fund | Aggressive | 0.14% | 1.01% | $18M | 99.73% | 01-10-2007 |
| Balanced Growth Fund | Growth | 5.37% | 0.92% | $590M | 65.11% | 01-10-2007 |
| Australasian Share Fund | Aggressive | 1.67% | 0.99% | $33M | 100% | 01-10-2007 |
| Sustainable International Share | Aggressive | 13.87% | 0.9% | $62M | 99.98% | 25-08-2008 |
| High Growth Fund | Aggressive | N/A | 0.95% | $64M | 94.08% | 03-08-2023 |
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| High Growth Fund | Aggressive | N/A | 0.95% | $778M | 94.47% | 03-08-2023 |
| Cash Fund | Defensive | 2.32% | 0.22% | $1B | N/A | 12-08-2008 |
| Conservative Balanced Fund | Balanced | 3.1% | 0.73% | $2B | 35.09% | 01-10-2007 |
| Balanced Growth Fund | Growth | 5.37% | 0.92% | $4B | 65.13% | 01-10-2007 |
| Conservative Fund | Conservative | 2.01% | 0.6% | $2B | 20.06% | 01-10-2007 |
| Balanced Fund | Balanced | 4.2% | 0.88% | $4B | 50.03% | 01-10-2007 |
| Growth Fund | Growth | 6.58% | 0.96% | $5B | 80.04% | 01-10-2007 |
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.
Every 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.
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curl -s "https://fundcompare.co.nz/api/provider/anz/facts.json" | jq .import requests
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Investing involves risk. The value of your KiwiSaver investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
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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 |
|---|---|---|---|---|
| 2025-12-31 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-09-30 | PDS | 1 PDF | Extracted | PDF only |
| 2022-12-31 | PDS | 1 PDF | Pending | PDF only |
| 2022-09-30 | PDS | 1 PDF | Pending | PDF only |
| 2022-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2021-12-31 | PDS | 1 PDF | Pending | PDF only |
| 2021-09-30 | PDS | 1 PDF | Pending | PDF only |
| 2021-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2020-12-31 | PDS | 1 PDF | Pending | PDF only |
| 2020-09-30 | PDS | 1 PDF | Pending | PDF only |
| 2020-08-25 | PDS | 1 PDF | Pending | PDF only |
| 2020-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2019-09-30 | PDS | 1 PDF | Pending | PDF only |
| 2019-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2018-12-31 | PDS | 1 PDF | Pending | PDF only |
| 2018-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2014-03-31 | PDS | 1 PDF | Pending | PDF only |
| 2025-06-30 | AR | 1 PDF | Pending | PDF only |
| 2012-09-30 | AR | 1 PDF | Pending | PDF only |
| 2011-09-30 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.