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Scheme and Fund Documents

 

Kiwi Wealth KiwiSaver Scheme Documents

The Product Disclosure Statement for the Kiwi Wealth KiwiSaver Scheme was registered on 29 July 2016. For a copy of the Product Disclosure Statement please click on the link below. It may also be viewed on the Disclose Register at www.business.govt.nz/disclose under ‘Kiwi Wealth KiwiSaver Scheme’.

Product Disclosure Statement

Other Material Information - Who is involved

Other Material Information - Membership

Other Material Information - Contributions and transfers

Other Material Information - Withdrawals

Other Material Information - Fees

Other Material Information - Risks

Other Material Information - Tax

Other Material Information - Powers in trust deed

Trust Deed

Statement of Investment Policy and Objectives (SIPO)

Responsible Investment Policy

Investment Guidelines

Periodic disclosure statements

 

Annual Reports for the Kiwi Wealth KiwiSaver Scheme

(previously the Gareth Morgan KiwiSaver Scheme)

Annual Report - 1 April 2014 to 31 March 2015

Annual Report - 1 April 2013 to 31 March 2014

Annual Report - 1 April 2012 to 31 March 2013

Annual Report - 1 April 2011 to 31 March 2012

Annual Report - 1 April 2010 to 31 March 2011

Annual Report - 1 April 2009 to 31 March 2010

Annual Report - 1 April 2008 to 31 March 2009

Annual Report - 1 April 2007 to 31 March 2008 

 

Kiwi Wealth KiwiSaver Scheme Full Financial Statements

(previously the Gareth Morgan KiwiSaver Scheme)

Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report. 

Full Financial Statements - 31 March 2015

Full Financial Statements - 31 March 2014

Full Financial Statements - 31 March 2013

Full Financial Statements - 31 March 2012

 

Adviser Disclosure Statements

 

GMI Master Trust

The GMI Master Trust was established on 27 June 2014. Currently, the funds under the GMI Master Trust are available to investors in the Private Portfolio Service, but are not available to the public for direct investment.

GMI Fixed Interest Fund

The prospectus for the GMI Fixed Interest Fund was registered on 18 June 2015 ('the Prospectus'). For a copy of the Prospectus please click on the link below. It may also be viewed on the Companies Office website www.business.govt.nz/companies under GMI Wealth Limited.

GMI Fixed Interest Fund

GMI Growth Fund

The prospectus for the GMI Growth Fund was registered on 24 May 2016 (‘the Prospectus’). For a copy of the Prospectus please click on the link below. It may also be viewed on the Companies Office website www.business.govt.nz/companies under GMI Wealth Limited.

GMI Growth Fund

 

GMI Superannuation Scheme Documents

The prospectus for the GMI Superannuation Scheme was registered with the Registrar of Financial Service Providers on 11 September 2015. For a copy of the registered prospectus, please click on the link below. The registered prospectus may also be viewed on the Companies Office website www.business.govt.nz/companies under 'Search other registers’.

Prospectus

Investment Statement

Trust Deed

Investment Guidelines

 

Annual Reports for the GMI Superannuation Scheme

Annual Report - 1 April 2014 to 31 March 2015

Annual Report - 1 April 2013 to 31 March 2014

Annual Report - 1 April 2012 to 31 March 2013

Annual Report - 1 April 2011 to 31 March 2012

Annual Report - 1 April 2010 to 31 March 2011

Annual Report - 1 April 2009 to 31 March 2010

 

GMI Superannuation Scheme Full Financial Statements

Prior to 1 April 2010 the full financial statements for the Scheme were included in the annual report.

Full Financial Statements - 31 March 2015

Full Financial Statements - 31 March 2014

Full Financial Statements - 31 March 2013

Full Financial Statements - 31 March 2012

 

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Kiwi Wealth Limited is the issuer and manager of the Kiwi Wealth KiwiSaver Scheme.