FundCompare

amp — Quarterly Fund Update 2024-Q1

Period ending 2024-03-31. 6 funds covered. Source: FMA Disclose register.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Milford Conservative Fund—2.18%7.84%—1—
Superlife Moderate Fund—3.97%11.90%—1—
AMP Cash Fund—1.84%5.15%—1—
AMP Growth Fund—6.64%17.39%—1—
Milford Aggressive Fund—7.20%18.94%—1—
Mercer Balanced Fund—4.98%14.10%—1—

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

Source documents

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Machine-readable surface

Every fund page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.

Identifiers

Scheme
amp
Period
2024-03-31
Document type
QFU
Source PDFs
7
Funds extracted
6

Endpoints for amp QFU 2024-Q1

GET/api/qfu/amp/2024-q1/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/amp/2024-q1/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/amp/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.

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Quick examples

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curl -s "https://fundcompare.co.nz/api/qfu/amp/2024-q1/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/qfu/amp/2024-q1/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])

MCP (Claude Desktop / ChatGPT)

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{ "mcpServers": { "fundcompare": {
  "command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.
Open Facts JSONCanonical HTML

FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.

FundCompare is not a Financial Advice Provider. Quarterly Fund Updates are filed with the FMA Disclose register and are the authoritative source for fund-level data. KiwiSaver® is a registered trademark of Inland Revenue.

FundCompare

Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.

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