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Compare KiwiSaver data

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.

1. Interactive KiwiSaver Tracker

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:

  • risk profile, returns and fees
  • the percentage of fund returns paid in fees.

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.

2. Consolidated data files

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:

  • The information contained in the consolidated data file is publicly available. This can also be obtained from each manager's KiwiSaver scheme website or from the Disclose Register.
  • Unless we have to exclude any data that is in an incompatible format, we will not change or modify the information in any way.

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.

Fund update files

Quarterly

Annual

 

March

June

September

December

 

2018

Fund updates (Disclose)

updated 31/05/18

Fund updates (Disclose)

updated 10/08/18

     No longer supplied

2017

Fund updates (Disclose)

updated 17/08/17

Fund updates (Disclose)

updated 17/08/17

Fund updates (Disclose)

updated 9/11/17

Fund updates (Disclose)

updated 26/02/18

 No longer supplied

2016

Quarterly Disclosure Statement
updated 3/08/2016

Fund updates (Disclose)
updated 17/06/2016

Quarterly Disclosure Statement
updated 3/08/2016

Fund updates (Disclose)
updated 9/08/2016

Quarterly Disclosure Statement
updated 2/12/2016

Fund updates (Disclose)
updated 15/12/2016

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
updated 30/10/2015

Quarterly Disclosure Statement
updated 04/11/2015 

Fund updates (Disclose)
updated 11/04/2016

Quarterly Disclosure Statement
updated 12/04/2016 

Fund updates (Disclose)
updated 11/04/2016

Annual Disclosure Statement
updated 12/04/2016

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.