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amp — Quarterly Fund Update 2025-Q1

Period ending 2025-03-31. 30 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

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
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)——————
Mercer Balanced Fund—6.97%6.28%—1—
Superlife Moderate Fund—5.66%5.93%—1—
Milford Aggressive Fund—10.35%7.32%—1—
AMP Growth Fund—9.35%6.83%—1—
AMP Cash Fund—3.38%1.80%—1—
AMP International Shares Fund No. 2——————
Milford Conservative Fund—3.20%5.37%—1—
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.

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
2025-03-31
Document type
QFU
Source PDFs
7
Funds extracted
30

Endpoints for amp QFU 2025-Q1

GET/api/qfu/amp/2025-q1/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/amp/2025-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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