# Quarterly Fund Update — nz funds (2026-Q1)

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

## Funds covered

| Fund | Fees (1y) | 1y return | 3y return | 5y avg return | AUM (NZD) | Members | Growth assets |
|------|-----------|-----------|-----------|---------------|-----------|---------|---------------|
| Growth Strategy | 2.11% | 7.81% | — | -0.85% | NZD $872,626,624.52 | 25,018 | 98.2% |
| Income Strategy | 1.22% | 1.26% | — | 0.89% | NZD $154,484,118.49 | 22,926 | 0.0% |
| Balanced Fund | 0.00% | 5.38% | — | — | NZD $16,115,654.37 | 462 | 45.6% |
| Life Cycle - Age 75 | 1.60% | — | — | -0.56% | NZD $2,053,511.32 | 32 | 58.7% |
| Life Cycle - Age 0-54 | 2.01% | — | — | -0.83% | NZD $612,632,793.37 | 15,765 | 92.0% |
| Inflation Strategy | 1.52% | 7.49% | — | -2.29% | NZD $215,341,894.69 | 22,189 | 78.7% |
| Life Cycle - Age 65 | 1.67% | — | — | -0.69% | NZD $16,255,909.05 | 202 | 66.6% |

_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://www.nzfunds.co.nz/assets/docs/kiwisaver/fund-updates/2026/march_2026/quarterly-mar2026-kiwisaver-inflation-strategy.pdf?k=b8a83d1bfc
  - SHA-256: `978f4fe11916d36e…`
  - Ingested: 2026-05-15
- **Fund: balanced**
  - Original PDF: https://www.nzfunds.co.nz/assets/docs/kiwisaver/fund-updates/2026/march_2026/quarterly-mar2026-kiwisaver-balanced-fund.pdf?k=5a26b3afb1
  - SHA-256: `ed4c0338cbab7981…`
  - Ingested: 2026-05-15
- **Fund: growth**
  - Original PDF: https://www.nzfunds.co.nz/assets/docs/kiwisaver/fund-updates/2026/march_2026/quarterly-mar2026-kiwisaver-growth-strategy.pdf?k=021a661171
  - SHA-256: `242e6e981e52296d…`
  - Ingested: 2026-05-15
- **Fund: income**
  - Original PDF: https://www.nzfunds.co.nz/assets/docs/kiwisaver/fund-updates/2026/march_2026/quarterly-mar2026-kiwisaver-income-strategy.pdf?k=d340a9208f
  - SHA-256: `e419349329f123a8…`
  - 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/nz-funds/2026-q1/facts.json
- Crawlable HTML: https://fundcompare.co.nz/filings/qfu/nz-funds/2026-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.