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FUNDROCK NZ LIMITED

Investnow Kiwisaver Scheme • Aurora Kiwisaver Scheme
Website

The Aurora KiwiSaver Scheme is operated by Fundrock NZ Limited and serves 34,075 members with $0.91 billion in assets under management. The scheme offers 44 funds across a range of investment approaches, providing members with substantial choice when selecting how their retirement savings are invested within a KiwiSaver scheme.

The Aurora KiwiSaver Scheme charges an average annual fee of 0.87% across its funds. Members can select from Aggressive, Growth, Balanced, Defensive, and Conservative fund options within a KiwiSaver scheme, allowing them to align their investment approach with their time horizon and risk tolerance. This type of scheme structure suits members seeking diversified fund options and transparent fee information to support their retirement savings decisions. This information is general in nature only and should not be construed as financial advice.

Assets

$914M

Total value

Average Return

0.20%

Five year

Average Fee 💰

0.87%

One Year

Total Investors

34.1K

Across all funds

%
%

Investnow Kiwisaver Scheme(39 funds)

FUND NAME
RISK LEVEL
5Y RETURN
FEE💰
Value
Growth Assets
Start Date
Investnow Mercer All Country Global Shares Index Fund
Aggressive
N/A0.43%$20M96.95%05-10-2020
Investnow Mint Diversified Income Fund
Conservative
1.35%0.98%$9M33.85%05-10-2020
Investnow Foundation Series Total World Fund
Aggressive
N/A0.07%$164M100%17-02-2023
Investnow Russell Investments Nz Fixed Interest Fund
Defensive
N/A0.49%$2MN/A05-10-2020
Investnow Harbour Australasian Equity Focus Fund
Aggressive
N/A1.2%$2M98.76%05-10-2020
Investnow Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund
Defensive
N/A0.44%$984KN/A05-10-2020
Investnow Milford Conservative Fund
Conservative
N/A0.87%$7M19.03%14-09-2020
Investnow Clarity Global Shares Fund
Aggressive
N/A1.07%$5M98.65%05-10-2020
Investnow Mint Australasian Equity Fund
Aggressive
N/A1.19%$1M99.07%05-10-2020
Investnow Foundation Series Growth Fund
Growth
N/A0.38%$8M79.34%14-09-2020
Investnow Te Ahumairangi Global Equity Fund
Aggressive
N/A0.62%$34M96.03%18-11-2021
Investnow Russell Investments Hedged Global Shares Fund
Aggressive
N/A0.86%$4M98.9%05-10-2020
Investnow Macquarie Global Listed Real Estate Fund
Aggressive
N/A1.35%$333K99.43%05-10-2020
Investnow Mercer Nz Shares Passive Fund
Aggressive
N/A0.36%$4M98.34%05-10-2020
Investnow Foundation Series Hedged Total World Fund
Aggressive
N/A0.07%$24M99.99%08-02-2024
Investnow Castle Point 5 Oceans Fund
Balanced
N/A1.18%$313K57%05-10-2020
Investnow Harbour Active Growth Fund
Growth
N/A1.03%$2M71.24%19-04-2021
Investnow Milford Active Growth Fund
Growth
N/A1.05%$76M74.93%05-07-2021
Investnow Antipodes Global Value Fund
Aggressive
N/A1.21%$8M97.11%18-11-2021
Investnow Pathfinder Ethical Growth Fund
Growth
N/A1.34%$7M71.86%19-04-2021
Investnow Harbour T. Rowe Price Global Equity Fund
Aggressive
N/A1.19%$10M98.17%05-10-2020
Investnow Mint Diversified Growth Fund
Growth
N/A1.2%$6M84.5%05-10-2020
Investnow Foundation Series Balanced Fund
Balanced
4.77%0.36%$15M59.41%14-09-2020
Investnow Fisher Funds Growth Fund
Growth
N/A1.02%$15M78.18%05-07-2021
Investnow Macquarie Nz Cash Fund
Defensive
2.5%0.3%$8MN/A05-10-2020
Investnow Salt Enhanced Property Fund
Aggressive
N/A1.02%$2M99.04%05-10-2020
Investnow Harbour Nz Core Fixed Interest Fund
Defensive
N/A0.65%$705KN/A05-10-2020
Investnow Salt Sustainable Growth Fund
Growth
N/A1.1%$6M82.41%18-07-2023
Investnow Smartshares Growth Fund
Growth
N/A0.51%$9M79.29%05-07-2021
Investnow Mercer Ethical Leaders Balanced Fund
Balanced
N/A1.27%$714K57.6%05-10-2020
Investnow Generate Focused Growth Fund
Aggressive
N/A1.39%$11M94.36%01-05-2023
Investnow Fisher Funds Conservative Fund
Conservative
N/A0.93%$2M26.65%25-01-2022
Investnow Hunter Global Fixed Interest Fund
Defensive
N/A0.53%$6MN/A05-10-2020
Investnow Macquarie Nz Fixed Interest Fund
Defensive
N/A0.61%$527KN/A05-10-2020
Investnow Milford Balanced Fund
Balanced
N/A1.06%$31M50.09%05-10-2020
Investnow Foundation Series Hedged Us 500 Fund
Aggressive
N/A0.03%$10M99.7%08-02-2024
Investnow Foundation Series Us 500 Fund
Aggressive
N/A0.03%$1M99.69%17-02-2023
Investnow Castle Point Trans-Tasman Fund
Aggressive
N/A1.08%$446K98.43%05-10-2020
Investnow Milford Aggressive Fund
Aggressive
N/A1.15%$9M99.87%18-07-2023

Aurora Kiwisaver Scheme(5 funds)

FUND NAME
RISK LEVEL
5Y RETURN
FEE💰
Value
Growth Assets
Start Date
Aurora Growth Fund
Growth
N/A1.62%$319M74.38%20-08-2021
Aurora Retirementplus Age 50
Growth
N/A1.62%$7M74.38%01-09-2021
Aurora Balanced Strategy
Balanced
N/A1.51%$20M53.35%21-08-2023
Aurora Liquidity Fund
Defensive
N/A0.5%$45MN/A13-05-2022
Aurora Retirementplus Age 65
Balanced
N/A1.49%$2M48.09%01-09-2021

Governance & relationships

Manager
FUNDROCK NZ LIMITED(NZ Limited Company)
FSP registration
FSP FSP127464verify on FSPR ↗
NZBN
9429031398602verify on NZBN ↗
Supervisor
Data being compiled from PDS filings
Custodian
Data being compiled from PDS filings
Auditor
Data being compiled from Annual Reports

Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.

FMA Disclose filings (14)

Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.

PeriodTypeSource PDFsStatusFiling page
2026-Q1QFU8 PDFsExtractedOpen filing →
2025-Q4QFU8 PDFsExtractedOpen filing →
2025-Q3QFU8 PDFsExtractedOpen filing →
2025-Q2QFU7 PDFsExtractedOpen filing →
2025-Q1QFU7 PDFsExtractedOpen filing →
2024-Q4QFU6 PDFsExtractedOpen filing →
2024-Q3QFU7 PDFsExtractedOpen filing →
2022-Q4QFU6 PDFsExtractedOpen filing →
2022-Q2QFU2 PDFsExtractedOpen filing →
2022-Q1QFU6 PDFsExtractedOpen filing →
2021-Q4QFU6 PDFsExtractedOpen filing →
2021-Q3QFU6 PDFsExtractedOpen filing →
2021-Q2QFU6 PDFsExtractedOpen filing →
2021-Q1QFU6 PDFsExtractedOpen filing →

Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.

AI · API · Markdown

Machine-readable surface

Every provider 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

Short name
Fundrock
Funds operated
44
Scheme(s)
AURORA KIWISAVER SCHEME

Endpoints for FUNDROCK NZ LIMITED

GET/api/provider/fundrock/facts.jsonapplication/jsonProvider profile + every fund (fees, returns, risk) in one structured payload.
GET/api/provider/fundrock/summary.mdtext/markdownPlain-markdown provider summary with funds table, citable by LLMs.

One-click MCP install

Cursor
Install in Cursor1-click

Opens Cursor and adds the MCP server with one confirmation

VS Code
Install in VS Code1-click

Opens VS Code MCP install dialog

Full per-client guide + ChatGPT GPT setup at /api/mcp.

Quick examples

cURL

curl -s "https://fundcompare.co.nz/api/provider/fundrock/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/fundrock/facts.json").json()
print(data["fund_name" if "provider" == "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.

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.

Important Information and Disclosure

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 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 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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KiwiSaver

This website is operated by FundCompare.co.nz and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. FundCompare.co.nz is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.