YouWealth fund updates
Important notes about YouWealth quarterly fund updates.
We have prepared this information in accordance with the Financial Markets Conduct Act 2013 (FMCA). This information is not audited and may be updated.
The FCMA requires these quarterly fund updates to contain fee information for the 12 month period ending 31 March each year and return information to the date that each fund update is prepared for.
Fund updates for the period to 30 September 2024
| Conservative Fund PDF 246KB |
| Moderate Fund PDF 224KB |
| Balanced Fund PDF 701KB |
| Growth Fund PDF 244KB |
| High Growth Fund PDF 218KB |
Fund updates for the period to 30 June 2024
| Conservative Fund PDF 731KB |
| Moderate Fund PDF 797KB |
| Balanced Fund PDF 801KB |
| Growth Fund PDF 801KB |
| High Growth Fund PDF 785KB |
Fund update for the period to 31 March 2024
| Conservative Fund PDF 685KB |
| Moderate Fund PDF 665KB |
| Balanced Fund PDF 668KB |
| Growth Fund PDF 668KB |
| High Growth Fund PDF 596KB |
Fund update for the period to 31 December 2023
| Conservative Fund PDF 687KB |
| Moderate Fund PDF 676KB |
| Balanced Fund PDF 677KB |
| Balanced Growth Fund PDF 679KB |
| Growth Fund PDF 668KB |
| High Growth Fund PDF 579KB |
Fund update for the period to 30 September 2023
| Conservative Fund pdf 736KB |
| Moderate Fund pdf 721KB |
| Balanced Fund pdf 715KB |
| Balanced Growth Fund pdf 722KB |
| Growth Fund pdf 717KB |
Fund update for the period to 30 June 2023
| Conservative Fund pdf 686KB |
| Moderate Fund pdf 675KB |
| Balanced Fund pdf 681KB |
| Balanced Growth Fund pdf 681KB |
| Growth Fund pdf 681KB |
Fund update for the period to 31 March 2023
| Conservative Fund pdf 734KB |
| Moderate Fund pdf 694KB |
| Balanced Fund pdf 698KB |
| Balanced Growth Fund pdf 709KB |
| Growth Fund pdf 691KB |
Fund update for the period to 31 December 2022
| Conservative Fund pdf 733KB |
| Moderate Fund pdf 705KB |
| Balanced Fund pdf 697KB |
| Balanced Growth Fund pdf 699KB |
| Growth Fund pdf 690KB |
Fund update for the period to 30 September 2022
| Conservative Fund pdf 738KB |
| Moderate Fund pdf 708KB |
| Balanced Fund pdf 708KB |
| Balanced Growth Fund pdf 709KB |
| Growth Fund pdf 710KB |
Fund update for the period to 30 June 2022
| Conservative Fund pdf 736KB |
| Moderate Fund pdf 722KB |
| Balanced Fund pdf 708KB |
| Balanced Growth Fund pdf 716KB |
| Growth Fund pdf 716KB |
Fund update for the period to 31 March 2022
| Conservative Fund PDF 747KB |
| Moderate Fund PDF 722KB |
| Balanced Fund PDF 711KB |
| Balanced Growth Fund PDF 709KB |
| Growth Fund PDF 700KB |
Fund update for the period to 31 December 2021
| Conservative Fund PDF 756KB |
| Moderate Fund PDF 710KB |
| Balanced Fund PDF 715KB |
| Balanced Growth Fund PDF 707KB |
| Growth Fund PDF 699KB |
Fund update for the period to 30 September 2021
| Conservative Fund PDF 254KB |
| Moderate Fund PDF 197KB |
| Balanced Fund PDF 198KB |
| Balanced Growth Fund PDF 200KB |
| Growth Fund PDF 168KB |
Fund update for the period to 30 June 2021
| Conservative Fund PDF 744KB |
| Moderate Fund PDF 718KB |
| Balanced Fund PDF 708KB |
| Balanced Growth Fund PDF 731KB |
| Growth Fund PDF 708KB |
Fund update for the period to 31 March 2021
| Conservative Fund PDF 769KB |
| Moderate Fund PDF 728KB |
| Balanced Fund PDF 735KB |
| Balanced Growth Fund PDF 737KB |
| Growth Fund PDF 715KB |
Fund update for the period to 31 December 2020
| Conservative Fund PDF 155KB |
| Moderate Fund PDF 151KB |
| Balanced Fund PDF 152KB |
| Balanced Growth Fund PDF 154KB |
| Growth Fund PDF 150KB |
Fund update for the period to 30 September 2020
| Conservative Fund PDF 798KB |
| Moderate Fund PDF 773KB |
| Balanced Fund PDF 753KB |
| Balanced Growth Fund PDF 740KB |
| Growth Fund PDF 761KB |
Fund update for the period to 30 June 2020
| Income Fund PDF 755KB |
| Moderate Fund PDF 733KB |
| Balanced Fund PDF 716KB |
| Balanced Growth Fund PDF 721KB |
| Growth Fund PDF 711KB |
Fund update for the period to 31 March 2020
| Income Fund PDF 750KB |
| Moderate Fund PDF 738KB |
| Balanced Fund PDF 727KB |
| Balanced Growth Fund PDF 733KB |
| Growth Fund PDF 720KB |
Fund update for the period to 31 December 2019
| Income Fund PDF 723KB |
| Moderate Fund PDF 708KB |
| Balanced Fund PDF 699KB |
| Balanced Growth Fund PDF 693KB |
| Growth Fund PDF 687KB |
Fund update for the period to 30 September 2019
| Income Fund PDF 685KB |
| Moderate Fund PDF 698KB |
| Balanced Fund PDF 698KB |
| Balanced Growth Fund PDF 666KB |
| Growth Fund PDF 658KB |
Fund update for the period to 30 June 2019
| Income Fund PDF 696KB |
| Moderate Fund PDF 687KB |
| Balanced Fund PDF 701KB |
| Balanced Growth Fund PDF 714KB |
| Growth Fund PDF 718KB |
Fund update for the period to 31 March 2019
| Income Fund PDF 627KB |
| Moderate Fund PDF 627KB |
| Balanced Fund PDF 600KB |
| Balanced Growth Fund PDF 644KB |
| Growth Fund PDF 637KB |
Fund update for the period to 31 December 2018
| Income Fund PDF 838KB |
| Moderate Fund PDF 815KB |
| Balanced Fund PDF 810KB |
| Balanced Growth Fund PDF 817KB |
| Growth Fund PDF 816KB |
Fund update for the period to 30 September 2018
| Income Fund PDF 744KB |
| Moderate Fund PDF 741KB |
| Balanced Fund PDF 739KB |
| Balanced Growth Fund PDF 754KB |
| Growth Fund PDF 730KB |
Fund update for the period to 30 June 2018
| Income Fund PDF 746KB |
| Moderate Fund PDF 737KB |
| Balanced Fund PDF 746KB |
| Balanced Growth Fund PDF 742KB |
| Growth Fund PDF 751KB |
Annual Reports and Financial Statements
2024
- BNZ YouWealth 2024 Annual Report PDF 253KB
- BNZ YouWealth 2024 Audited Financial Statements PDF 510KB
2023
- BNZ YouWealth 2023 Annual Report PDF 221KB
- BNZ YouWealth 2023 Audited Financial Statements PDF 584KB
2022
- BNZ YouWealth 2022 Annual Report PDF 301KB
- BNZ YouWealth 2022 Audited Financial Statements PDF 655KB
2021
- BNZ YouWealth 2021 Annual Report PDF 171KB
- BNZ YouWealth 2021 Audited Financial Statements PDF 546KB
2020
- BNZ YouWealth 2020 Annual Report PDF 171KB
- BNZ YouWealth 2020 Audited Financial Statements PDF 268KB
2019
- BNZ YouWealth 2019 Annual Report PDF 89KB
- BNZ YouWealth 2019 Audited Financial Statements PDF 350KB