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amp — Quarterly Fund Update 2026-Q1

Period ending 2026-03-31. 28 funds covered. Source: FMA Disclose register.

This filing is a Quarterly Fund Update (QFU) for the amp KiwiSaver scheme, covering the quarter ended 31 March 2026. It provides a snapshot of 28 KiwiSaver scheme funds managed by amp, including current fees, after-tax returns, assets under management, member numbers, and asset allocation. QFUs are prepared in accordance with Financial Markets Authority requirements and filed on the FMA Disclose register, which is the official source for KiwiSaver scheme fund disclosure documents.

As at 31 March 2026, the 28 funds covered by this filing held combined assets of $9.44 billion and served 209,735 members. The average annual fee across these funds was 0.98%. Over the one-year period to 31 March 2026, the average after-tax return was 4.70%, while the average annual return over five years was 4.36%. Past performance is not a reliable indicator of future returns.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
AMP Global Fixed Interest Fund0.84%—-0.54%$1,528,281.78740.0%
AMP Nz Fixed Interest Fund0.86%—-0.19%$3,043,311.961200.0%
AMP Cash Fund0.65%1.84%2.17%$114,410,0532,8910.0%
Milford Balanced Fund1.43%——$71,921,736.851,91854.9%
AMP Balanced Fund (Lifesteps)0.85%8.96%4.55%$349,297,958.278,90657.8%
Milford Conservative Fund1.33%——$19,457,434.0738716.4%
AMP Moderate Balanced Fund (Lifesteps)0.84%7.87%3.78%$582,584,587.99,93448.8%
AMP Moderate Balanced Fund0.84%—3.78%$987,160,606.3216,76948.8%
AMP Moderate Fund (Lifesteps)0.84%—3.11%$610,791,335.038,84239.0%
AMP Balanced Fund No. 20.85%—4.06%$42,698,424.51,54177.5%
AMP Conservative Fund (Lifesteps)0.84%4.55%2.28%$275,203,867.525,15421.3%
Milford Active Growth Fund1.57%——$104,335,641.243,13671.8%
AMP Aggressive Fund (Lifesteps)0.85%13.26%6.70%$167,360,905.5813,43195.0%
Global Select Balanced Growth Fund1.18%—4.67%$374,882,3906,07167.8%
AMP Growth Fund0.85%—5.90%$1,348,534,160.6930,72577.5%
Milford Aggressive Fund1.57%——$76,408,643.452,40392.9%
AMP Growth Fund (Lifesteps)0.85%11.31%5.90%$243,576,613.549,97577.5%
AMP Conservative Fund0.84%—2.28%$558,499,590.3111,00521.3%
AMP International Shares Fund No. 21.01%—4.63%$7,039,673.2931699.8%
AMP Australasian Shares Fund0.83%4.81%1.33%$7,617,964.26426100.0%
Global Select Growth Fund1.27%—5.49%$112,323,431.414,65182.4%
AMP International Shares Fund0.85%—9.88%$53,431,314.851,72299.8%
AMP Balanced Fund0.85%—4.55%$1,388,220,084.925,86557.8%
AMP Moderate Fund0.84%—3.11%$837,096,543.112,87539.0%
Mercer Balanced Fund—5.10%9.90%—1—
Superlife Moderate Fund—4.29%8.77%—1—
Global Select Conservative Fund1.08%—1.95%$18,821,530.3850725.5%
AMP Aggressive Fund0.85%—6.70%$1,088,661,065.2530,08995.0%

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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Identifiers

Scheme
amp
Period
2026-03-31
Document type
QFU
Source PDFs
7
Funds extracted
28

Endpoints for amp QFU 2026-Q1

GET/api/qfu/amp/2026-q1/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/amp/2026-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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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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