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Tax Treatment of Scholarship Benefit Payments
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Statements of Investment Policy & Objectives (SIPOs)
Learn MoreQuarterly Fund Updates
These documents tell you how each fund has performed and what fees were charged. The documents will help you to compare the Funds with other funds. Futurity Investment Group Limited (‘ASG’) prepared these updates in accordance with the Financial Markets Conduct Act 2013. This information is not audited and may be updated.
Quarterly Fund Updates for the last 2 years can be found below. Updates for earlier periods can be accessed on the Disclose Register under the relevant scheme’s governing documents at the following link.
31 December 2023
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
30 September 2023
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
30 June 2023
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
31 March 2023
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
31 December 2022
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
30 September 2022
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
30 June 2022
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.1 (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Secondary Scholarship Benefit Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
31 March 2022
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.1 (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Secondary Scholarship Benefit Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
31 December 2021
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Pathway Education Fund (New Zealand)
- Lifelong Education Fund (New Zealand)
- Children’s Bursary Fund No.1 (New Zealand)
- Children’s Bursary Fund No.2 (New Zealand)
- Children’s Scholarship Fund No.1 (New Zealand)
- Children’s Scholarship Fund No.2 (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund No.1 (New Zealand)
- Student’s Education Fund No.2 (New Zealand)
- Secondary Scholarship Benefit Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
Annual Reports
As at 30 June 2023
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Children’s Bursary Fund (New Zealand)
- Children’s Scholarship Fund (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
- Pathway Education Fund (New Zealand)
As at 30 June 2022
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Children’s Bursary Fund (New Zealand)
- Children’s Scholarship Fund (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund (New Zealand)
- Secondary Scholarship Benefit Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
- Pathway Education Fund (New Zealand)
As at 30 June 2021
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Children’s Bursary Fund (New Zealand)
- Children’s Scholarship Fund (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund (New Zealand)
- Secondary Scholarship Benefit Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
- Pathway Education Fund (New Zealand)
As at 30 June 2020
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Children’s Bursary Fund (New Zealand)
- Children’s Scholarship Fund (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund (New Zealand)
- Secondary Scholarship Benefit Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
- Pathway Education Fund (New Zealand)
As at 30 June 2019
- The Education Fund (New Zealand)
- Supplementary Education Program (New Zealand)
- Children’s Bursary Fund (New Zealand)
- Children’s Scholarship Fund (New Zealand)
- Scholarship Benefit Fund (New Zealand)
- Student’s Education Fund (New Zealand)
- Secondary Scholarship Benefit Fund (New Zealand)
- Tertiary Education Cost Saver Fund (New Zealand)
- Pathway Education Fund (New Zealand)