New disclosure rules require KiwiSaver providers to produce periodic statements about the funds in their KiwiSaver schemes in a simple and standardised form, so you can easily compare them.
We've prepared a disclosure statement for each fund in the OneAnswer KiwiSaver Scheme under the KiwiSaver (Periodic Disclosure) Regulations 2013.
The regulations are intended to provide access to information and promote transparency and comparability of KiwiSaver schemes. They provide information about the relevant fund, how it has performed and what fees it charged. They also list the types of assets the fund invested in, information about asset and portfolio holdings and key personnel who were involved in making investment decisions for the funds.
For more information about periodic disclosure, please see the periodic disclosure explained tab above. For an example of a quarterly disclosure statement with some helpful tips, see our quarterly disclosure statement guide.
You can find the Trade Allocation, Trade Execution, and Proxy Voting Practices that are applied to the OneAnswer KiwiSaver Scheme here.
