AE KiwiSaver Plan
Managed by AE KiwiSaver Limited
AE KiwiSaver Limited operates the AE KiwiSaver Plan, a scheme with 3,578 members and $0.10 billion in assets under management. The scheme offers one fund within a KiwiSaver scheme, structured to provide members with a focused investment approach. This scale reflects a smaller participant in the KiwiSaver market, serving a defined membership base with a streamlined fund selection.
The scheme charges an average annual fee of 4.26% across its funds. The AE KiwiSaver Plan offers a Balanced fund type, which typically appeals to members seeking a mixed portfolio of growth and income-generating assets. This fee structure and fund approach suit members who prioritise ethical or values-aligned investing within their KiwiSaver arrangement. This information is general only and not financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$103M
Total value
Average Return
7.42%
Five year
Average Fee 💰
4.26%
One Year
Total Investors
3.6K
Across all funds
AE KiwiSaver Plan: key facts
- Scheme
- AE KiwiSaver Plan
- Managed by
- AE KiwiSaver Limited (FSP 346406)
- Funds
- 1
- Members (summed across funds)
- 3,578
- Funds under management
- $103.3M
- Share of the KiwiSaver money we track
- 0.1%
- Annual fee range
- 4.26%
- Oldest fund started
- 25 February 2014
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
AE KiwiSaver Plan funds by risk profile
- Balanced: 1 fund
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Balanced | AE KiwiSaver Plan | 7.42% | 4.26% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| AE KiwiSaver Plan | Balanced | 7.42% | 4.26% | $103M | 35.54% | 25-02-2014 |
Governance & relationships
- Manager
- AE KIWISAVER LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP346406verify on FSPR ↗
- NZBN
- 9429030042513verify on NZBN ↗
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (4)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2024-10-08 | SIPO | 1 PDF | Extracted | Open filing → |
| 2026-Q2 | QFU | 1 PDF | Extracted | Open filing → |
| 2026-Q1 | QFU | 1 PDF | Extracted | Open filing → |
| 2025-09-30 | PDS | 1 PDF | Pending | Open filing → |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery 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
- Always Ethical
- Funds operated
- 1
- Scheme(s)
- AE KiwiSaver Plan
Endpoints for AE KiwiSaver Limited
One-click MCP install
Opens Cursor and adds the MCP server with one confirmation
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/always-ethical/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/always-ethical/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.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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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.
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