Name: Bcf Kiwisaver Scheme — KiwiSaver scheme fund data
Creator: AROTAHI TRUST LIMITED
License: https://disclose-register.companiesoffice.govt.nz/

Bcf Kiwisaver Scheme (AROTAHI TRUST LIMITED) Fund Overview | FundCompare.co.nz

Top 10 investments

Top-10 turnover this quarter

0% (0 in / 0 out)

These assets make up 100.00% of this fund.

Asset	Asset Class	Type	Country	% of Fund
TSB TERM DEPOSIT	Cash	Cash and equivalents	NZ	26.54%
ASB TERM DEPOSIT	Cash	Cash and equivalents	NZ	25.21%
KIWIBANK TERM DEPOSIT	Cash	Cash and equivalents	NZ	22.35%
BNZ TERM DEPOSIT	Cash	Cash and equivalents	NZ	11.62%
WESTPAC TERM DEPOSIT	Cash	Cash and equivalents	NZ	6.73%
EAST STREET PROPERTY	Bonds	New Zealand fixed interest	NZ	5.58%
ANZ CURRENT ACCOUNT	Cash	Cash and equivalents	NZ	1.47%
ASB OPERATING ACCOUNT	Cash	Cash and equivalents	NZ	0.50%

Top-10 holdings changes

31 Mar 2024 → 31 Mar 2025

Entered top 100

None this quarter.

Dropped out of top 100

None this quarter.

Grew4

ASB Term Deposit15.52% → 25.21% (+9.69 pp)
TSB Term Deposit24.65% → 26.54% (+1.89 pp)
ANZ Current Account0.79% → 1.47% (+0.68 pp)
ASB Operating Account0.11% → 0.50% (+0.39 pp)

Shrank4

Fees

0.76%

This Fund

0.55%

Average Defensive Kiwisaver funds

The blue segment shows the annual fees you’d pay if you invested $30,000 in this fund. The grey segment represents the typical yearly fees for an average Defensive KiwiSaver scheme fund, so you can compare them directly.

Smaller Fees, Bigger Potential

When it comes to investing, spending more doesn’t automatically lead to stronger results. In fact, higher fund fees can often eat into your returns. Remember, what you keep is calculated after fees and taxes are deducted. Because no one can predict how any fund will perform, it’s generally wise to look for options with lower costs whenever you can.

Fees breakdown

Fee Type	% Over a year	Amount paid on a 30k balance
Management This fee is charged to you by the fund manager on the fund or an underlying fund, and is based on a percentage of your balance.	0.57% Average: 0.47%	$171.00 Average: $141.79
Other This is a summary of other potential costs not covered in the categories displayed.	0.00% Average: 0.05%	$0.00 Average: $15.28
Performance-based These fees are based on the performance of the fund or underlying fund. When the fund performs well, these will be higher.	— Average: 0.00%	$0.00 Average: $0.00
Membership You pay this membership charge (a flat fee) each year, regardless of your balance or the fund's performance.	0.19% Average: 0.05%	$57.50 Average: $15.54
Total combined fees These are a total of management and administration charges and performance-based fees over a year. They do not necessarily include fees for activities like transferring or withdrawing.	0.76% Average: 0.58%	$228.50 Average: $172.61

Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/fund/arotahi/bcf-kiwisaver-scheme/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/fund/arotahi/bcf-kiwisaver-scheme/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.

Name	AROTAHI TRUST LIMITED
Type	NZ Limited Company
Website	mjw.co.nz
NZBN	9429031412414
FSP Number	N/A

Asset liquidity ratio	100.00%
Total value of fund	$17728441
Debt ratio

Bcf Kiwisaver Scheme

About this defensive fund

Fee + return history

PDS changes

Holdings changes

SIPO changes

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Endpoints for Bcf Kiwisaver Scheme

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Performance

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Key Takeaways

Asset mix

Your investment mix shapes your outcome

Top 10 investments

Top-10 holdings changes

Fees

Smaller Fees, Bigger Potential

Fees breakdown

Returns

Returns: Reflecting the Past

Risks

Additional details

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