# Quarterly Fund Update — always ethical (2026-Q1)

> KiwiSaver scheme **always ethical** — Quarterly Fund Update filing covering period ending **2026-03-31**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/always-ethical/2026-q1

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| AE Kiwisaver Plan | 3.44% | 22.03% | — | 7.42% | NZD $100,167,948 | 3,525 | 31.1% |

_Returns are after fees and tax at PIR 28%, sourced from the QFU PDF as filed with FMA Disclose._

## Source documents

- **Scheme-wide PDF**
  - Original PDF: https://always-ethical.com/wp-content/uploads/2026/04/AE-KiwiSaver-Plan-Fund-Update-March-2026.pdf
  - SHA-256: `a0a5149fe8d36497…`
  - Ingested: 2026-05-08

## Data sources

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/
- IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver
- Sorted Fund Finder — https://fundfinder.sorted.org.nz/

## Machine-readable surface

- Facts JSON: https://fundcompare.co.nz/api/qfu/always-ethical/2026-q1/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/always-ethical/2026-q1

---

This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue.