InvestNow KiwiSaver Scheme
InvestNow Macquarie NZ Cash Fund — material events
Quarter-by-quarter change log for this fund: annual-fee changes (any delta), material AUM moves (>20% q-over-q), and material member-count moves (>20% q-over-q).
Each event cites the QFU date that surfaced it. Same detection primitives as the per-scheme and cross-scheme change logs — narrowest scope.
Event log
- Fee change2026-06-30
Annual fee increased from 0.30% to 0.34% in the QFU dated 2026-06-30.
Before: 0.30% → After: 0.34%
- AUM move2025-12-31
Fund size grew by 31% from $5.5M to $7.2M between 2025-09-30 and 2025-12-31.
Before: $5.5M → After: $7.2M
- AUM move2025-03-31
Fund size grew by 23% from $4.6M to $5.7M between 2024-12-31 and 2025-03-31.
Before: $4.6M → After: $5.7M
- Fee change2024-09-30
Annual fee increased from 0.28% to 0.30% in the QFU dated 2024-09-30.
Before: 0.28% → After: 0.30%
- AUM move2024-09-30
Fund size grew by 57% from $3.1M to $4.9M between 2022-12-31 and 2024-09-30.
Before: $3.1M → After: $4.9M
- AUM move2022-12-31
Fund size grew by 57% from $2.0M to $3.1M between 2022-06-30 and 2022-12-31.
Before: $2.0M → After: $3.1M
- AUM move2022-06-30
Fund size grew by 57% from $1.3M to $2.0M between 2022-03-31 and 2022-06-30.
Before: $1.3M → After: $2.0M
- Fee change2022-03-31
Annual fee increased from 0.26% to 0.28% in the QFU dated 2022-03-31.
Before: 0.26% → After: 0.28%
- Fee change2021-09-30
Annual fee decreased from 0.27% to 0.26% in the QFU dated 2021-09-30.
Before: 0.27% → After: 0.26%
Related
- FundRock — all scheme-level changes
- InvestNow Macquarie NZ Cash Fund — full snapshot history
- Cross-scheme quarterly change log
Counts and verbatim numbers only — not financial advice. Past performance is not a reliable indicator of future returns. KiwiSaver® is a registered trademark of Inland Revenue.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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