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arotahi — Quarterly Fund Update 2022-Q1

Period ending 2022-03-31. 1 fund covered. Source: FMA Disclose register.

This filing is a Quarterly Fund Update for the arotahi KiwiSaver scheme, filed as at 31 March 2022. It provides a snapshot of one KiwiSaver scheme fund, including fees, after-tax returns, assets under management, member count, and asset allocation. Quarterly Fund Updates are mandated by the Financial Markets Authority and filed on the FMA Disclose register, which serves as the official source for scheme fund information.

As at 31 March 2022, the scheme fund held $0.01 billion in combined assets and had 689 members. The average annual fee was 0.89%. Over the preceding year, the fund delivered an average after-tax return of 0.75%, while the five-year annual return averaged 1.42%. Past performance is not a reliable indicator of future returns.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Bcf Kiwisaver Scheme0.89%0.75%1.42%$12,326,626689—

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
arotahi
Period
2022-03-31
Document type
QFU
Source PDFs
1
Funds extracted
1

Endpoints for arotahi QFU 2022-Q1

GET/api/qfu/arotahi/2022-q1/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/arotahi/2022-q1/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/arotahi/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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