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amp — Quarterly Fund Update 2025-Q1

Period ending 2025-03-31. 6 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 %
Milford Aggressive Fund—10.35%7.32%—1—
Mercer Balanced Fund—6.97%6.28%—1—
AMP Cash Fund—2.51%4.72%—1—
Milford Conservative Fund—3.20%5.37%—1—
AMP Growth Fund—9.35%6.83%—1—
Superlife Moderate Fund—5.66%5.93%—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
2025-03-31
Document type
QFU
Source PDFs
7
Funds extracted
6

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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curl -s "https://fundcompare.co.nz/api/qfu/amp/2025-q1/facts.json" | jq .

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data = requests.get("https://fundcompare.co.nz/api/qfu/amp/2025-q1/facts.json").json()
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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The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.

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.

All information displayed is sourced from KiwiSaver scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.

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