# Quarterly Fund Update — maritime (2021-Q3)

> KiwiSaver scheme **maritime** — Quarterly Fund Update filing covering period ending **2021-09-30**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/maritime/2021-q3

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Conservative Portfolio | 0.60% | 10.35% | — | 4.16% | NZD $47,253,021 | 393 | — |
| Balanced Portfolio | 0.68% | 23.82% | — | 7.51% | NZD $160,791,570 | 1,174 | — |

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

## Source documents

- **Fund: balanced**
  - Original PDF: https://maritimeretirementscheme.nz/wp-content/uploads/2021/11/2021-Fund-Update-MRS-Balanced.pdf
  - SHA-256: `b11e5ce663070103…`
  - Ingested: 2026-05-15
- **Fund: conservative**
  - Original PDF: https://maritimeretirementscheme.nz/wp-content/uploads/2021/11/2021-Fund-Update-MRS-Conservative.pdf
  - SHA-256: `e38fe963a763b9a3…`
  - Ingested: 2026-05-15

## 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/maritime/2021-q3/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/maritime/2021-q3

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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.