Active Series
Documents
Client Reports
- Portfolio Profiles - September 2026 (25 September 2026)
- Portfolio Insights | Q42025 - Q1 2026 (14 May 2026)
- A High Standard Of Responsible Investing (22 January 2025)
Client Tools
- The Guide to A Fully Funded Retirement Using KiwiSaver (1 July 2025)
- The Guide to Investment Tax (22 February 2024)
- Investment Outlook - H1 2026 (28 April 2026)
Legal Documents
- NZ Funds Active Income Series Product Disclosure Statement (without application forms) (28 October 2025)
- NZ Funds Active Inflation Series Product Disclosure Statement (without application forms) (28 October 2025)
- NZ Funds Active Growth Series Product Disclosure Statement (without application forms) (28 October 2025)
- Compendium of NZ Funds Active Series Product Disclosure Statements (with application forms) (28 October 2025)
- NZ Funds Active Series Other Material Information (28 October 2025)
- NZ Funds Active Series Statement of Investment Policy and Objectives (28 October 2025)
Fund Updates
-
For the quarter ended 30 September 2026
- Cash Portfolio (29 October 2026)
- New Zealand & Australian Bonds (29 October 2026)
- Global Bonds (29 October 2026)
- New Zealand Property & Retirement Villages (29 October 2026)
- New Zealand Infrastructure (29 October 2026)
- New Zealand Utilities (29 October 2026)
- Global Property (29 October 2026)
- Global Infrastructure (29 October 2026)
- Global Utilities (29 October 2026)
- New Zealand & Australian Shares (29 October 2026)
- Global Shares (29 October 2026)
- Global Macro (29 October 2026)
-
For the quarter ended 30 June 2026
- Cash Portfolio (30 June 2026)
- New Zealand & Australian Bonds (30 June 2026)
- Global Bonds (30 June 2026)
- New Zealand Property & Retirement Villages (30 June 2026)
- New Zealand Infrastructure (30 June 2026)
- New Zealand Utilities (30 June 2026)
- Global Property (30 June 2026)
- Global Infrastructure (30 June 2026)
- Global Utilities (30 June 2026)
- New Zealand & Australian Shares (30 June 2026)
- Global Shares (30 June 2026)
- Global Macro (30 June 2026)
-
For the quarter ended 31 March 2026
- Cash Portfolio (1 May 2026)
- New Zealand & Australian Bonds (1 May 2026)
- Global Bonds (1 May 2026)
- New Zealand Property & Retirement Villages (1 May 2026)
- New Zealand Infrastructure (1 May 2026)
- New Zealand Utilities (1 May 2026)
- Global Property (1 May 2026)
- Global Infrastructure (1 May 2026)
- Global Utilities (1 May 2026)
- New Zealand & Australian Shares (1 May 2026)
- Global Shares (1 May 2026)
- Global Macro (1 May 2026)
-
For the quarter ended 31 December 2025
- Cash Portfolio (31 December 2025)
- New Zealand & Australian Bonds (31 December 2025)
- Global Bonds (31 December 2025)
- New Zealand Property & Retirement Villages (31 December 2025)
- New Zealand Infrastructure (31 December 2025)
- New Zealand Utilities (31 December 2025)
- Global Property (31 December 2025)
- Global Infrastructure (31 December 2025)
- Global Utilities (31 December 2025)
- New Zealand & Australian Shares (31 December 2025)
- Global Shares (31 December 2025)
- Global Macro (31 December 2025)
-
For the quarter ended 30 September 2025
- Cash Portfolio (29 October 2025)
- New Zealand & Australian Bonds (29 October 2025)
- Global Bonds (29 October 2025)
- New Zealand Property & Retirement Villages (29 October 2025)
- New Zealand Infrastructure (29 October 2025)
- New Zealand Utilities (29 October 2025)
- Global Property (29 October 2025)
- Global Infrastructure (29 October 2025)
- Global Utilities (29 October 2025)
- New Zealand & Australian Shares (29 October 2025)
- Global Shares (29 October 2025)
- Global Macro (29 October 2025)
-
For the quarter ended 30 June 2025
- Cash Portfolio (28 July 2025)
- New Zealand & Australian Bonds (28 July 2025)
- Global Bonds (28 July 2025)
- New Zealand Property & Retirement Villages (28 July 2025)
- New Zealand Infrastructure (28 July 2025)
- New Zealand Utilities (28 July 2025)
- Global Property (28 July 2025)
- Global Infrastructure (28 July 2025)
- Global Utilities (28 July 2025)
- New Zealand & Australian Shares (28 July 2025)
- Global Shares (28 July 2025)
- Global Macro (28 July 2025)
-
For the quarter ended 31 March 2025
- Cash Portfolio (1 May 2025)
- New Zealand & Australian Bonds (1 May 2025)
- Global Bonds (1 May 2025)
- New Zealand Property & Retirement Villages (1 May 2025)
- New Zealand Infrastructure (1 May 2025)
- New Zealand Utilities (1 May 2025)
- Global Property (1 May 2025)
- Global Infrastructure (1 May 2025)
- Global Utilities (1 May 2025)
- New Zealand & Australian Shares (1 May 2025)
- Global Shares (1 May 2025)
- Global Macro (1 May 2025)
-
For the quarter ended 31 December 2024
- Cash Portfolio (14 February 2025)
- New Zealand and Australian Bonds (14 February 2025)
- Global Bonds (14 February 2025)
- New Zealand Property & Retirement Villages (14 February 2025)
- New Zealand Infrastructure (14 February 2025)
- New Zealand Utilities (14 February 2025)
- Global Property (14 February 2025)
- Global Infrastructure (14 February 2025)
- Global Utilities (14 February 2025)
- New Zealand & Australian Shares (14 February 2025)
- Global Shares (14 February 2025)
- Global Macro (14 February 2025)
-
For the quarter ended 30 September 2024
- Cash Portfolio (25 October 2024)
- New Zealand and Australian Bonds (25 October 2024)
- Global Bonds (25 October 2024)
- New Zealand Property & Retirement Villages (25 October 2024)
- New Zealand Infrastructure (25 October 2024)
- New Zealand Utilities (25 October 2024)
- Global Property (25 October 2024)
- Global Infrastructure (25 October 2024)
- Global Utilities (25 October 2024)
- New Zealand and Australian Shares (25 October 2024)
- Global Shares (25 October 2024)
- Global Macro (25 October 2024)
-
For the quarter ended 30 June 2024
- Cash Portfolio (24 July 2024)
- New Zealand and Australian Bonds (24 July 2024)
- Global Bonds (24 July 2024)
- New Zealand Property & Retirement Villages (24 July 2024)
- New Zealand Utilities (24 July 2024)
- New Zealand Infrastructure (24 July 2024)
- Global Property (24 July 2024)
- Global Utilities (24 July 2024)
- Global Infrastructure (24 July 2024)
- Global Macro (24 July 2024)
- Global Shares (24 July 2024)
- New Zealand and Australian shares (24 July 2024)
-
For the quarter ended 31 March 2024
- Cash Portfolio (29 April 2024)
- New Zealand and Australian Bonds (29 April 2024)
- Global Bonds (29 April 2024)
- New Zealand Property & Retirement Villages (29 April 2024)
- New Zealand Utilities (29 April 2024)
- New Zealand Infrastructure (29 April 2024)
- Global Property (29 April 2024)
- Global Utilities (29 April 2024)
- Global Infrastructure (29 April 2024)
- Global Macro (29 April 2024)
- Global Shares (29 April 2024)
- New Zealand and Australian shares (29 April 2024)
-
For the quarter ended 31 December 2023
- Cash Portfolio (13 February 2024)
- New Zealand and Australian Bonds (13 February 2024)
- Global Bonds (13 February 2024)
- New Zealand Property & Retirement Villages (13 February 2024)
- New Zealand Utilities (13 February 2024)
- New Zealand Infrastructure (13 February 2024)
- Global Property (13 February 2024)
- Global Utilities (13 February 2024)
- Global Infrastructure (13 February 2024)
- Global Macro (13 February 2024)
- Global Shares (13 February 2024)
- New Zealand and Australian shares (13 February 2024)
-
For the quarter ended 30 September 2023
- Cash Portfolio (27 October 2023)
- New Zealand and Australian Bonds (27 October 2023)
- Global Bonds (27 October 2023)
- New Zealand Property & Retirement Villages (27 October 2023)
- New Zealand Utilities (27 October 2023)
- New Zealand Infrastructure (27 October 2023)
- Global Property (27 October 2023)
- Global Utilities (27 October 2023)
- Global Infrastructure (27 October 2023)
- Global Macro (27 October 2023)
- Global Shares (27 October 2023)
- New Zealand and Australian shares (27 October 2023)
-
For the quarter ended 30 June 2023
- Cash Portfolio (28 July 2023)
- New Zealand and Australian Bonds (28 July 2023)
- Global Bonds (28 July 2023)
- New Zealand Property & Retirement Villages (28 July 2023)
- New Zealand Utilities (28 July 2023)
- New Zealand Infrastructure (28 July 2023)
- Global Property (28 July 2023)
- Global Utilities (28 July 2023)
- Global Infrastructure (28 July 2023)
- Global Macro (28 July 2023)
- Global Shares (28 July 2023)
- New Zealand and Australian Shares (28 July 2023)
-
For the quarter ended 31 March 2023
- Cash Portfolio (2 May 2023)
- New Zealand and Australian Bonds (2 May 2023)
- Global Bonds (2 May 2023)
- New Zealand Property & Retirement Villages (2 May 2023)
- New Zealand Utilities (2 May 2023)
- New Zealand Infrastructure (2 May 2023)
- Global Property (2 May 2023)
- Global Utilities (2 May 2023)
- Global Infrastructure (2 May 2023)
- Global Macro (2 May 2023)
- Global Shares (2 May 2023)
- New Zealand and Australian Shares (2 May 2023)
-
For the quarter ended 31 December 2022
- Core Cash Portfolio (14 February 2023)
- Core Income Portfolio (14 February 2023)
- Global income Portfolio (14 February 2023)
- Core Inflation Portfolio (14 February 2023)
- Property Inflation Portfolio (14 February 2023)
- Equity Inflation Portfolio (14 February 2023)
- Core Growth Portfolio (14 February 2023)
- Global Equity Growth Portfolio (14 February 2023)
- Dividend and Growth Portfolio (14 February 2023)
- Use the 'Search' function at this link to view previous NZ Funds Active Series Fund Updates and Quarterly Disclosure Statements. (25 October 2024)
Forms
- Changes in Personal Details Form (17 October 2025)
- Notice to Change Prescribed Investor Rate (PIR) Form (29 April 2025)
- Direct Debit (28 October 2025)
- Withdrawal Form (9 October 2024)
- AML - Identity Verification for an Individual Form 1 (17 March 2023)
- AML - Supplementary Information Form (9 October 2023)
- AML - for a Representative Acting on Behalf of a Client Form 2 (17 March 2023)
- AML - for a Trust Form 3 (17 March 2023)
- AML- for a Company Form 4 (17 March 2023)
Information Sheets
- Understanding your Tax Certificate (8 May 2026)
- Compliance Guidance Note – Individual/Joint Application (28 September 2023)
- Compliance Guidance Note – Entity Application (28 September 2023)
- Identification Requirements for Individuals (1 October 2025)
- Identification Requirements for Trusts (1 October 2025)
- Identification Requirements for Companies (2 October 2025)
- Bank Statements (28 September 2023)
Annual Report and Financial Statements
- NZ Funds Active Series Annual Report 2026 (14 August 2026)
- NZ Funds Active Series Financial Statements 2026 (14 August 2026)