amp — Quarterly Fund Update 2025-Q1
Period ending 2025-03-31. 25 funds covered. Source: FMA Disclose register.
This filing is a Quarterly Fund Update for the amp KiwiSaver scheme, covering the quarter ended 31 March 2025. It provides a snapshot of six KiwiSaver scheme funds managed by amp, including current fees, after-tax returns, assets under management, member numbers, and asset allocation. This document is filed with the Financial Markets Authority and forms part of the FMA Disclose register, which is the authoritative source for KiwiSaver scheme fund disclosure documents.
During the quarter ended 31 March 2025, the six funds in this filing reported a combined membership of 6 members and an average one-year after-tax return of 6.34%, with an average five-year annual return of 6.08%. These figures reflect the performance of the underlying KiwiSaver scheme funds across the specified period. Past performance is not a reliable indicator of future returns.
Funds covered
| Fund | Fees (1y) | 1y return | 5y avg | AUM (NZD) | Members | Growth % |
|---|---|---|---|---|---|---|
| AMP Conservative Fund | — | — | — | — | — | — |
| Milford Active Growth Fund | — | — | — | — | — | — |
| AMP Balanced Fund No. 2 | — | — | — | — | — | — |
| Global Select Conservative Fund | — | — | — | — | — | — |
| Global Select Growth Fund | — | — | — | — | — | — |
| Superlife Growth Fund | — | — | — | — | — | — |
| AMP Nz Fixed Interest Fund | — | — | — | — | — | — |
| AMP Moderate Fund (Lifesteps) | — | — | — | — | — | — |
| AMP Cash Fund | — | 3.38% | 1.80% | — | 1 | — |
| AMP International Shares Fund No. 2 | — | — | — | — | — | — |
| AMP Aggressive Fund | — | — | — | — | — | — |
| AMP Balanced Fund | — | — | — | — | — | — |
| Superlife Balanced Fund | — | — | — | — | — | — |
| Global Select Balanced Growth Fund | — | — | — | — | — | — |
| AMP Australasian Shares Fund | — | 1.46% | 5.98% | — | — | — |
| AMP Growth Fund (Lifesteps) | — | 6.03% | 8.49% | — | — | — |
| AMP Moderate Balanced Fund (Lifesteps) | — | 4.93% | 5.10% | — | — | — |
| AMP Aggressive Fund (Lifesteps) | — | 6.63% | 9.41% | — | — | — |
| AMP Conservative Fund (Lifesteps) | — | 4.23% | 2.85% | — | — | — |
| AMP Balanced Fund (Lifesteps) | — | 5.35% | 6.32% | — | — | — |
| Milford Balanced Fund | — | — | — | — | — | — |
| AMP International Shares Fund | — | — | — | — | — | — |
| AMP Moderate Balanced Fund | — | — | — | — | — | — |
| AMP Global Fixed Interest Fund | — | — | — | — | — | — |
| AMP Moderate Fund | — | — | — | — | — | — |
Returns are after fees and tax at PIR 28%, sourced from the QFU PDF as filed with FMA Disclose.
About “—” in return figures: it means no figure is held, not a return of zero. Of the 25 funds listed, 7 have a 1-year return and 7 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. All figures here are from the quarterly fund updates for the period ending March 2025. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Source documents
- Scheme-wide PDFOpen original PDF on issuer site →
- SHA-256:
- e36bd47ddcdec2a9fc3750ceec83220c…
- Ingested:
- 2026-05-15
- Per-fund PDF: aggressiveOpen original PDF on issuer site →
- SHA-256:
- 64b368ce7c0f01e762889fbfb7a2a825…
- Ingested:
- 2026-05-15
- Per-fund PDF: balancedOpen original PDF on issuer site →
- SHA-256:
- 591d141fbcbfaffaa45b9b3c0943e362…
- Ingested:
- 2026-05-15
- Per-fund PDF: cashOpen original PDF on issuer site →
- SHA-256:
- 803364fc03889f72a81bb830466fe8cf…
- Ingested:
- 2026-05-15
- Per-fund PDF: conservativeOpen original PDF on issuer site →
- SHA-256:
- 0b7c6a125be79811cdb6ae7ddf90cb66…
- Ingested:
- 2026-05-15
- Per-fund PDF: growthOpen original PDF on issuer site →
- SHA-256:
- 8ac96e0dfff156d5fa295b252b1de3b4…
- Ingested:
- 2026-05-15
- Per-fund PDF: moderateOpen original PDF on issuer site →
- SHA-256:
- 794a8c5251abb3cdf0d675d37c2e24a2…
- Ingested:
- 2026-05-15
AI · API · Markdown
Machine-readable surfaceEvery 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
- 2025-03-31
- Document type
- QFU
- Source PDFs
- 7
- Funds extracted
- 25
Endpoints for amp QFU 2025-Q1
One-click MCP install
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Full per-client guide + ChatGPT GPT setup at /api/mcp.
Quick examples
cURL
curl -s "https://fundcompare.co.nz/api/qfu/amp/2025-q1/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/qfu/amp/2025-q1/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "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.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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