Simplicity KiwiSaver Scheme
Defensive 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 0.25% to 0.24% in the QFU dated 2026-06-30.
Before: 0.25% → After: 0.24%
- AUM move2026-03-31
Fund size grew by 34% from $75.6M to $101.1M between 2025-12-31 and 2026-03-31.
Before: $75.6M → After: $101.1M
- Member-count move2026-03-31
Member count grew by 37% from 1,043 to 1,432 between 2025-12-31 and 2026-03-31.
Before: 1,043 → After: 1,432
Related
- Simplicity — all scheme-level changes
- Defensive 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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