FundCompare

fundrock — Quarterly Fund Update 2025-Q3

Period ending 2025-09-30. 6 funds covered. Source: FMA Disclose register.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Investnow Milford Conservative Fund0.93%4.38%—$1,634,158.04——
Aurora Growth Fund1.02%7.13%—$18,020,988.68——
Aurora Balanced Strategy0.36%10.61%—$13,175,217.11——
Investnow Macquarie Nz Cash Fund0.30%2.86%—$5,523,067.4——
Investnow Milford Aggressive Fund1.15%12.06%—$8,350,907.39——
Investnow Mint Diversified Income Fund0.98%4.07%—$8,136,521.58——

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
fundrock
Period
2025-09-30
Document type
QFU
Source PDFs
8
Funds extracted
6

Endpoints for fundrock QFU 2025-Q3

GET/api/qfu/fundrock/2025-q3/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/fundrock/2025-q3/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/fundrock/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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} } }

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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 KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.

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