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amp — Quarterly Fund Update 2024-Q1

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

This filing is a Quarterly Fund Update for the amp KiwiSaver scheme, covering six scheme funds as at 31 March 2024. The update is a regulatory snapshot mandated by the Financial Markets Authority and filed on the FMA Disclose register, which is the authoritative source for KiwiSaver scheme fund disclosure documents. It contains standardised information on fund fees, after-tax returns, assets under management, member numbers, and asset allocation for each fund.

During the year to 31 March 2024, the six scheme funds in this filing recorded an average after-tax return of 4.47%, while the average annual return over five years was 12.55%. The scheme had a combined membership of 6 across these funds. The figures presented reflect actual fund performance during the specified periods and are provided for informational purposes. Past performance is not a reliable indicator of future returns.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Milford Aggressive Fund—7.20%18.94%—1—
Mercer Balanced Fund—4.98%14.10%—1—
AMP Cash Fund—1.84%5.15%—1—
Milford Conservative Fund—2.18%7.84%—1—
AMP Growth Fund—6.64%17.39%—1—
Superlife Moderate Fund—3.97%11.90%—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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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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print(data["fund_name" if "fund" == "fund" else "name"])

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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.

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Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.

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Investing involves risk. The value of your KiwiSaver investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.

Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.

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