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generate — Quarterly Fund Update 2026-Q1

Period ending 2026-03-31. 21 funds covered. Source: FMA Disclose register.

Funds covered

FundFees (1y)1y return5y avgAUM (NZD)MembersGrowth %
Stepping Stones Growth 61-751.26%——$29,950,73243540.0%
Stepping Stones 76+1.20%——$993,4911420.1%
Stepping Stones 65-751.23%——$16,257,04035730.1%
Stepping Stones 61-641.26%—3.50%$28,294,07548640.0%
Stepping Stones Growth 76+1.20%——$608,094320.1%
Stepping Stones Growth 56-601.36%—4.32%$33,647,82249062.1%
Stepping Stones 46-551.36%—4.32%$73,089,1171,51062.1%
Stepping Stones 36-451.37%—5.54%$72,659,1841,94782.5%
Stepping Stones Growth 51-551.37%—5.54%$37,284,10758982.5%
Stepping Stones 0-351.39%—6.72%$58,898,8133,84497.5%
Australasian Fund1.31%——$5,719,10632096.5%
Thematic Fund1.30%——$67,960,4832,79397.0%
Cashplus Fund0.55%——$131,887,2963,4490.0%
Moderate Fund1.26%—3.54%$763,432,61423,24140.0%
Balanced Fund1.36%——$430,295,45110,52762.1%
Conservative Fund1.20%——$162,384,0094,32220.1%
Growth Fund1.37%—5.52%$2,050,085,26152,36182.5%
Focused Growth Fund1.39%—6.41%$4,613,069,290114,12497.5%
Stepping Stones Growth 0-501.39%—7.01%$137,445,6203,37797.5%
Global Fund1.30%——$31,267,0901,57397.9%
Stepping Stones 56-601.31%—4.00%$38,443,03570351.1%

Returns are after fees and tax at PIR 28%, sourced from the QFU PDF as filed with FMA Disclose.

Source documents

AI · API · Markdown

Machine-readable surface

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
generate
Period
2026-03-31
Document type
QFU
Source PDFs
9
Funds extracted
21

Endpoints for generate QFU 2026-Q1

GET/api/qfu/generate/2026-q1/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/generate/2026-q1/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/generate/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.

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Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/qfu/generate/2026-q1/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/qfu/generate/2026-q1/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])

MCP (Claude Desktop / ChatGPT)

# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp

# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }

# Claude Desktop (UI): Settings → Connectors → Add custom connector
#   URL: https://fundcompare.co.nz/mcp

# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
  "command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }

# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.
Open Facts JSONCanonical HTML

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.

FundCompare

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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