Legal Documents
NZ Funds
Legal documents
You’ll find the key legal documents for each of our investment products here. You can find more extensive lists of documents, including quarterly fund updates, in the specific product sections of the website.
If you can’t find what you’re looking for, please call us.
NZ Funds KiwiSaver Scheme
- NZ Funds KiwiSaver Scheme Product Disclosure Statement (PDS) (25 July 2022)
- NZ Funds KiwiSaver Scheme Other Material Information (25 July 2022)
- NZ Funds KiwiSaver Scheme Statement of Investment Policy and Objectives (25 July 2022)
NZ Funds Wealth Builder
- NZ Funds Wealth Builder Product Disclosure Statement (PDS) (25 July 2022)
- NZ Funds Wealth Builder Other Material Information (25 July 2022)
- NZ Funds Wealth Builder Statement of Investment Policy and Objectives (20 February 2023)
NZ Funds Income Generator
- NZ Funds Income Generator Product Disclosure Statement (PDS) (25 July 2022)
- NZ Funds Income Generator Other Material Information (25 July 2022)
- NZ Funds Income Generator Statement of Investment Policy and Objectives (25 July 2022)
NZ Funds Active Series
- NZ Funds Active Series Product Disclosure Statement (PDS) (17 March 2023)
- NZ Funds Active Series Other Material Information (17 March 2023)
- NZ Funds Active Series Statement of Investment Policy and Objectives (20 February 2023)
NZ Funds Managed Superannuation Service
- NZ Funds Managed Superannuation Service Product Disclosure Statement (PDS) (25 July 2022)
- NZ Funds Managed Superannuation Service Other Material Information (25 July 2022)
- NZ Funds Managed Superannuation Service Statement of Investment Policy and Objectives (25 July 2022)