We consolidate information from KiwiSaver providers in two ways. This is to support analysis, discussion and debate on the relationship between investment risk, returns and fees.
KiwiSaver Tracker shows how much of your fund return you’re paying in fees and compares your fund against similar ones. You can view and sort information by:
TIP: To view data clearly, choose 'full-screen mode' by pressing the f11 key.
KiwiSaver Tracker is updated quarterly and users can embed it within their own websites. It complements information provided on Sorted's KiwiSaver Fundfinder tool.
If you are looking to compare KiwiSaver information that is more comprehensive, we consolidate KiwiSaver managers' data into one file.
This information is useful for market researchers, academics and students and market participants. To understand the data structure used in the consolidated data files, you may find ‘consolidated file data structure’ helpful.
KiwiSaver managers must produce fund updates (found on the Disclose Register) for each fund in their KiwiSaver scheme as required under the Financial Markets Conduct Regulations 2014.
The purpose of the fund updates are to ensure consistent and comparable information about KiwiSaver funds are publicly available on a regular basis, to help you to make more informed investment decisions.
Fund updates
Please note: We do not make any representation or give any assurance of the accuracy, quality or completeness of the consolidated data submitted by KiwiSaver managers. Managers are responsible for their individual data.
We provide the consolidated data file for public use on the following basis:
We disclaim all liability that may arise from any losses incurred by any person from the use of the information contained in the consolidated data file.
Quarterly |
Annual |
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March |
June |
September |
December |
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2018 |
updated 31/05/18 |
updated 10/08/18 |
updated 13/12/18 |
No longer supplied | |
2017 |
updated 17/08/17 |
updated 17/08/17 |
updated 9/11/17 |
updated 26/02/18 |
No longer supplied |
2016 |
Quarterly Disclosure Statement Fund updates (Disclose) |
Quarterly Disclosure Statement Fund updates (Disclose) |
Quarterly Disclosure Statement Fund updates (Disclose) |
updated 8/03/2017 |
Annual Disclosure Statement updated 3/08/2016 |
2015 |
Quarterly Disclosure Statement updated 12/04/2016 |
Quarterly Disclosure Statement |
Quarterly Disclosure Statement Fund updates (Disclose) |
Quarterly Disclosure Statement Fund updates (Disclose) |
Annual Disclosure Statement |
2014 |
Quarterly Disclosure Statement updated 30/10/2015 |
Quarterly Disclosure Statement updated 30/10/2015 |
Quarterly Disclosure Statement updated 30/10/2015 |
Quarterly Disclosure Statement updated 12/04/2016 |
Annual Disclosure Statement updated 30/10/2015 |
2013 |
Quarterly Disclosure Statement updated 08/07/2015 |
Quarterly Disclosure Statement updated 08/07/2015 |
Please note:
Fund updates are uploaded approximately 35 - 45 working days after each quarter end. So for example, for quarter end 30 June, the corresponding files are uploaded to our website approximately mid to late August. Each quarter update contains annualised data.
Outside of these timeframes, we update the files when we receive updates from managers. We update these each Monday so we recommend you check this page each Monday afternoon for the latest updates.
Quarterly and Annual Periodic Disclosure was previously required under the KiwiSaver (Periodic Disclosure) Regulations 2013 which has since been repealed by the Financial Markets Conduct Regulations 2014.
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