InvestNow KiwiSaver Scheme
InvestNow Mint Diversified Income 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 0.98% to 1.01% in the QFU dated 2026-06-30.
Before: 0.98% → After: 1.01%
- Fee change2025-06-30
Annual fee increased from 0.95% to 0.98% in the QFU dated 2025-06-30.
Before: 0.95% → After: 0.98%
- AUM move2024-12-31
Fund size grew by 30% from $5.4M to $7.0M between 2024-09-30 and 2024-12-31.
Before: $5.4M → After: $7.0M
- Fee change2024-09-30
Annual fee increased from 0.92% to 0.95% in the QFU dated 2024-09-30.
Before: 0.92% → After: 0.95%
- AUM move2024-09-30
Fund size grew by 103% from $2.7M to $5.4M between 2022-12-31 and 2024-09-30.
Before: $2.7M → After: $5.4M
- Fee change2022-12-31
Annual fee decreased from 0.95% to 0.92% in the QFU dated 2022-12-31.
Before: 0.95% → After: 0.92%
- AUM move2022-12-31
Fund size grew by 98% from $1.3M to $2.7M between 2022-03-31 and 2022-12-31.
Before: $1.3M → After: $2.7M
- Fee change2021-09-30
Annual fee decreased from 1.04% to 0.95% in the QFU dated 2021-09-30.
Before: 1.04% → After: 0.95%
- Fee change2021-06-30
Annual fee decreased from 1.08% to 1.04% in the QFU dated 2021-06-30.
Before: 1.08% → After: 1.04%
Related
- FundRock — all scheme-level changes
- InvestNow Mint Diversified Income 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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