Tax Treatment of Scholarship Benefit Payments

This update applies to Members of The Education Fund (New Zealand) and the Supplementary Education Program (New Zealand) only.

 

Statements of Investment Policy & Objectives (SIPOs)

Current SIPOs can be accessed on the Disclose Register under the relevant scheme’s governing documents at the following link. The SIPOs were last updated on 24 February 2021.

 

Quarterly 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.

30 June 2021

31 March 2021

31 December 2020

30 September 2020

30 June 2020

31 March 2020

31 December 2019

30 September 2019

30 June 2019

31 March 2019

31 December 2018

Annual Reports

As at 30 June 2020

As at 30 June 2019