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summer — Quarterly Fund Update 2025-Q3

Period ending 2025-09-30. Filing PDF stored — extracted facts pending. Source: FMA Disclose register.

This Quarterly Fund Update is a regulatory snapshot of the summer KiwiSaver scheme fund as at 30 September 2025. It presents fund performance, fees, asset allocation, and membership data as mandated by the Financial Markets Authority. This filing covers one KiwiSaver scheme fund. For the complete and authoritative record of all KiwiSaver scheme fund disclosures, refer to the FMA Disclose register.

The quarter ended 30 September 2025 captured one active KiwiSaver scheme fund within summer's offering. This update includes after-tax returns over one and five-year periods, current fees, total assets under management, and the number of members invested in the fund. The asset mix reflects the fund's investment strategy as at the reporting date. Past performance is not a reliable indicator of future returns.

Source documents

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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
summer
Period
2025-09-30
Document type
QFU
Source PDFs
1
Funds extracted
0

Endpoints for summer QFU 2025-Q3

GET/api/qfu/summer/2025-q3/facts.jsonapplication/jsonStructured filing facts: source PDFs + per-fund extracted snapshots.
GET/api/qfu/summer/2025-q3/markdowntext/markdownPlain-markdown filing summary with per-fund table.
GET/api/provider/summer/facts.jsonapplication/jsonProvider-level facts including every fund this scheme operates.

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Quick examples

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curl -s "https://fundcompare.co.nz/api/qfu/summer/2025-q3/facts.json" | jq .

Python

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data = requests.get("https://fundcompare.co.nz/api/qfu/summer/2025-q3/facts.json").json()
print(data["fund_name" if "fund" == "fund" else "name"])

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#   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.

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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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