Generate KiwiSaver Scheme
Global 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 decreased from 1.30% to 1.18% in the QFU dated 2026-06-30.
Before: 1.30% → After: 1.18%
- AUM move2026-06-30
Fund size grew by 79% from $31.3M to $56.1M between 2026-03-31 and 2026-06-30.
Before: $31.3M → After: $56.1M
- Member-count move2026-06-30
Member count grew by 51% from 1,573 to 2,371 between 2026-03-31 and 2026-06-30.
Before: 1,573 → After: 2,371
- Fee change2026-03-31
Annual fee increased from 1.18% to 1.30% in the QFU dated 2026-03-31.
Before: 1.18% → After: 1.30%
- AUM move2026-03-31
Fund size grew by 20% from $26.0M to $31.3M between 2025-12-31 and 2026-03-31.
Before: $26.0M → After: $31.3M
- Member-count move2026-03-31
Member count grew by 32% from 1,191 to 1,573 between 2025-12-31 and 2026-03-31.
Before: 1,191 → After: 1,573
- Fee change2025-12-31
Annual fee decreased from 1.19% to 1.18% in the QFU dated 2025-12-31.
Before: 1.19% → After: 1.18%
- AUM move2025-12-31
Fund size grew by 38% from $18.9M to $26.0M between 2025-09-30 and 2025-12-31.
Before: $18.9M → After: $26.0M
- Member-count move2025-12-31
Member count grew by 52% from 781 to 1,191 between 2025-09-30 and 2025-12-31.
Before: 781 → After: 1,191
- AUM move2025-09-30
Fund size grew by 168% from $7.0M to $18.9M between 2025-06-30 and 2025-09-30.
Before: $7.0M → After: $18.9M
- Member-count move2025-09-30
Member count grew by 182% from 277 to 781 between 2025-06-30 and 2025-09-30.
Before: 277 → After: 781
Related
- Generate — all scheme-level changes
- Global 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.
Compare
Learn
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.
FundCompare.co.nz may receive referral fees or commissions from scheme providers if you sign up via links on this website. These payments do not influence the order, ranking, or inclusion of products displayed.
For more information, please see our Terms of Service, Privacy Policy, and Disclosure Statement.
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.
© 2026 FundCompare.co.nz. All rights reserved.