Name: SBS WEALTH LIMITED — KiwiSaver provider data
Creator: SBS WEALTH LIMITED
License: https://disclose-register.companiesoffice.govt.nz/

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SBS WEALTH LIMITED (SBS) Provider Overview | FundCompare.co.nz

Risk Level

Minimum Return 📈

Maximum Fee 💰

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets	Start Date
Lifestages Auto Option Age 55 - 59	Balanced	5.53%	1.05%	$33M	58.62%	14-10-2015
Lifestages Auto Option Age 0 - 49	Aggressive	9.2%	1.17%	$136M	97.52%	14-10-2015
SBS Wealth High Growth Fund	Aggressive	9.39%	1.17%	$477M	97.71%	14-10-2015
SBS Wealth Income Fund	Defensive	-0.04%	0.87%	$7M	N/A	14-10-2015
Lifestages Auto Option Age 65+	Conservative	2.52%	0.96%	$11M	29.31%	14-10-2015
Lifestages Auto Option Age 50 - 54	Growth	7.38%	1.11%	$38M	78.11%	14-10-2015
Lifestages Auto Option Age 60 - 64	Balanced	3.67%	0.99%	$28M	39.09%	14-10-2015

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: SBS
Funds operated: 7
Scheme(s): SBS WEALTH KIWISAVER SCHEME

Endpoints for SBS WEALTH LIMITED

GET/api/provider/sbs/facts.jsonapplication/jsonProvider profile + every fund (fees, returns, risk) in one structured payload.

GET/api/provider/sbs/summary.mdtext/markdownPlain-markdown provider summary with funds table, citable by LLMs.

One-click MCP install

Install in Cursor1-click

Opens Cursor and adds the MCP server with one confirmation

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/sbs/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/sbs/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.

Open Markdown Open Facts JSON Canonical HTML

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.

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SBS WEALTH LIMITED

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Identifiers

Endpoints for SBS WEALTH LIMITED

One-click MCP install

cURL

Python

MCP (Claude Desktop / ChatGPT)

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