- FUND UPDATES -

View the latest and historic Quarterly Fund Updates and Monthly Fund Fact Sheets below: 

2023 Monthly Fund Fact Sheets

2022 Monthly Fund Fact Sheets

2021 Monthly Fund Fact Sheets

2021 Quarterly Fund Updates - Funds

Please note replacement Quarterly Fund Updates have been issued for the Altum Fund, Balanced Fund and Growth Fund for the period ending 31 March 2021. More information on the changes is available in each document.

2021 Quarterly Fund Updates - KiwiSaver

Please note replacement Quarterly Fund Updates have been issued for the Altum Fund, Balanced Fund and Growth Fund for the period ending 31 March 2021. More information on the changes is available in each document.

2020 Monthly Fund Fact Sheets

2020 Quarterly Fund Updates - KiwiSaver

Please note replacement Quarterly Fund Updates have been issued for the Altum fund for the periods ending 31 March 2020, 30 June 2020 and 30 September 2020. More information on the changes is available in each document.

2019 Monthly Fund Fact Sheets

2018 Monthly Fund Fact Sheets


2017 Monthly Fund Fact Sheets

2016 Monthly Fund Fact Sheets

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