Wealth Builder
Documents
Client Reports
- Strategy 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 Wealth Builder Product Disclosure Statement (28 October 2025)
- NZ Funds Wealth Builder Other Material Information (28 October 2025)
- NZ Funds Wealth Builder Statement of Investment Policy and Objectives (28 October 2025)
Fund Updates
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For the quarter ended 30 September 2026
- Income Strategy (29 October 2026)
- Inflation Strategy (29 October 2026)
- Growth Strategy (29 October 2026)
- Life Cycle Process – age 0-54 (29 October 2026)
- Life Cycle Process – age 65 (29 October 2026)
- Life Cycle Process – age 75 (29 October 2026)
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For the quarter ended 30 June 2026
- Income Strategy (30 June 2026)
- Inflation Strategy (30 June 2026)
- Growth Strategy (30 June 2026)
- Life Cycle Process – age 0-54 (30 June 2026)
- Life Cycle Process – age 65 (30 June 2026)
- Life Cycle Process – age 75 (30 June 2026)
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For the quarter ended 31 March 2026
- Income Strategy (1 May 2026)
- Inflation Strategy (1 May 2026)
- Growth Strategy (1 May 2026)
- Life Cycle Process – age 0-54 (1 May 2026)
- Life Cycle Process – age 65 (1 May 2026)
- Life Cycle Process – age 75 (1 May 2026)
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For the quarter ended 31 December 2025
- Income Strategy (31 December 2025)
- Inflation Strategy (31 December 2025)
- Growth Strategy (31 December 2025)
- Life Cycle Process - age 0-54 (31 December 2025)
- Life Cycle Process - age 65 (31 December 2025)
- Life Cycle Process – age 75 (16 February 2026)
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For the quarter ended 30 September 2025
- Income Strategy (29 October 2025)
- Inflation Strategy (29 October 2025)
- Growth Strategy (29 October 2025)
- Life Cycle Process - age 0-54 (29 October 2025)
- Life Cycle Process - age 65 (29 October 2025)
- Life Cycle Process - age 75 (29 October 2025)
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For the quarter ended 30 June 2025
- Income Strategy (28 July 2025)
- Inflation Strategy (28 July 2025)
- Growth Strategy (28 July 2025)
- Life Cycle Process – age 0-54 (28 July 2025)
- Life Cycle Process – age 65 (28 July 2025)
- Life Cycle Process – age 75 (28 July 2025)
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For the quarter ended 31 March 2025
- Income Strategy (1 May 2025)
- Inflation Strategy (1 May 2025)
- Growth Strategy (1 May 2025)
- Life Cycle Process – age 0-54 (1 May 2025)
- Life Cycle Process – age 65 (1 May 2025)
- Life Cycle Process – age 75 (1 May 2025)
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For the quarter ended 31 December 2024
- Income Strategy (14 February 2025)
- Inflation Strategy (14 February 2025)
- Growth Strategy (14 February 2025)
- Life Cycle Process - age 0-54 (14 February 2025)
- Life Cycle Process - age 65 (14 February 2025)
- Life Cycle Process - age 75 (14 February 2025)
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For the quarter ended 30 September 2024
- Income Strategy (25 October 2024)
- Inflation Strategy (25 October 2024)
- Growth Strategy (25 October 2024)
- Life Cycle Process - age 0-54 (25 October 2024)
- Life Cycle Process - age 65 (25 October 2024)
- Life Cycle Process - age 75 (25 October 2024)
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For the quarter ended 30 June 2024
- Income Strategy (24 July 2024)
- Inflation Strategy (24 July 2024)
- Growth Strategy (24 July 2024)
- Life Cycle Process - age 0-54 (24 July 2024)
- Life Cycle Process - age 65 (24 July 2024)
- Life Cycle Process - age 75 (24 July 2024)
-
For the quarter ended 31 March 2024
- Income Strategy (29 April 2024)
- Inflation Strategy (29 April 2024)
- Growth Strategy (29 April 2024)
- Life Cycle Process - age 0-54 (29 April 2024)
- Life Cycle Process - age 65 (29 April 2024)
- Life Cycle Process - age 75 (29 April 2024)
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For the quarter ended 31 December 2023
- Income Strategy (13 February 2024)
- Inflation Strategy (13 February 2024)
- Growth Strategy (13 February 2024)
- Life Cycle Process - age 0-54 (13 February 2024)
- Life Cycle Process - age 65 (13 February 2024)
- Life Cycle Process - age 75 (13 February 2024)
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For the quarter ended 30 September 2023
- Income Strategy (27 October 2023)
- Inflation Strategy (27 October 2023)
- Growth Strategy (27 October 2023)
- Life Cycle Process - age 0-54 (27 October 2023)
- Life Cycle Process - age 65 (27 October 2023)
- Life Cycle Process - age 75 (27 October 2023)
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For the quarter ended 30 June 2023
- Income Strategy (28 July 2023)
- Inflation Strategy (28 July 2023)
- Growth Strategy (28 July 2023)
- Life Cycle Process - age 0-54 (28 July 2023)
- Life Cycle Process - age 65 (28 July 2023)
- Life Cycle Process - age 75 (28 July 2023)
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For the quarter ended 31 March 2023
- Income Strategy (2 May 2023)
- Inflation Strategy (2 May 2023)
- Growth Strategy (2 May 2023)
- Life Cycle Process - age 0-54 (2 May 2023)
- Life Cycle Process - age 65 (2 May 2023)
- Life Cycle Process - age 75 (2 May 2023)
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For the quarter ended 31 December 2022
- Income Strategy (14 February 2023)
- Inflation Strategy (14 February 2023)
- Growth Strategy (14 February 2023)
- Life Cycle Process - age 0-54 (14 February 2023)
- Life Cycle Process - age 65 (14 February 2023)
- Life Cycle Process - age 75 (14 February 2023)
- Use the 'Search' function at this link to view previous NZ Funds Wealth Builder Fund Updates and Quarterly Disclosure Statements. (25 October 2024)
Annual Report and Financial Statements
- NZ Funds Wealth Builder Annual Report 2026 (14 August 2026)
- NZ Funds Wealth Builder Financial Statements for the year ended 31 March 2026 (13 August 2026)
Information Sheets
- Understanding your Tax Certificate (8 May 2026)
- Compliance Guidance Note - Individual/Joint Application Form (28 September 2023)
- Investing on Behalf of a Minor (17 July 2025)
- Identification Requirements for Individuals (1 October 2025)
- Identification Requirements for Trusts (2 October 2025)
- Idnetification Requirements for Companies (2 October 2025)