Fund performance

Keep an eye on how your Westpac KiwiSaver Scheme investment is performing, with regular updates and quarterly market commentary.

Fund Performance

The performance of all the Westpac KiwiSaver Scheme investment funds is published each month. You can find the most up to date fund performance here. This is generally updated within 15 business days after the month has ended.

Annual Report

Download the Westpac KiwiSaver Scheme Annual Report for 2020 

Download the Westpac KiwiSaver Scheme Annual Report for 2019 

Download the Westpac KiwiSaver Scheme Annual Report for 2018 

Download the Westpac KiwiSaver Scheme Annual Report for 2017

Market Update

Want to know more about peaks and troughs in markets? Investments can surge ahead, stay flat, or dip meaning your KiwiSaver savings won’t grow at a steady rate. As markets generally recover over the long term, it’s important not to over-react in the short term.

Click here to see some investment tips. Find out more about market movements and how it affects the Westpac KiwiSaver Scheme here.

Fund Updates

Read updates about each Westpac KiwiSaver Scheme Fund, and learn more about which might suit you best. These contain useful information, such as the performance returns of each fund, and are updated every three months.

Risk indicators change from time to time

The purpose of a risk indicator is to provide investors with a simple tool that shows the historical volatility of returns of a fund. While risk indicators are relatively stable, they do shift from time to time. If the period of returns data that a risk indicator is based on was one of unusually low or unusually high volatility, the risk category presented in the relevant fund update may not reflect that fund’s future volatility. You can see the most recent risk indicator in the latest fund update for each fund.

You might also like to look at previous fund updates.

Quarterly Market Commentary June 2020

Click on the video below to watch the June 2020 quarterly market update.

Exit Unit Price Information

Download the latest pricing

Underlying Investment Managers and Specialist Funds

Download the latest list of investment managers and specialist Funds

Fund Updates

You’ll find the previous Fund Updates here.