# Quarterly Fund Update — maritime (2024-Q1)

> KiwiSaver scheme **maritime** — Quarterly Fund Update filing covering period ending **2024-03-31**.
> Source: filed with FMA Disclose register. Canonical: https://fundcompare.co.nz/filings/qfu/maritime/2024-q1

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Conservative Portfolio | 0.62% | 7.39% | — | 2.57% | NZD $34,366,458 | 332 | — |
| Balanced Portfolio | 0.71% | 15.30% | — | 6.32% | NZD $162,320,985 | 1,145 | — |
| Growth Portfolio | 0.76% | 17.87% | — | — | NZD $8,650,305 | 264 | — |

_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/2024/06/2024-Fund-Update-MRS-Balanced.pdf
  - SHA-256: `694c23220bc8e08c…`
  - Ingested: 2026-05-15
- **Fund: conservative**
  - Original PDF: https://maritimeretirementscheme.nz/wp-content/uploads/2024/06/2024-Fund-Update-MRS-Conservative.pdf
  - SHA-256: `c02dcfa86369cb31…`
  - Ingested: 2026-05-15
- **Fund: growth**
  - Original PDF: https://maritimeretirementscheme.nz/wp-content/uploads/2024/06/2024-Fund-Update-MRS-Growth.pdf
  - SHA-256: `1f997f1fd23c9ef9…`
  - 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/2024-q1/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/maritime/2024-q1

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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.