BCF KiwiSaver Scheme
Managed by Arotahi Trust Limited
Arotahi Trust Limited operates the BCF KiwiSaver Scheme, which serves 720 members and holds $0.02 billion in assets under management. The scheme offers one fund within a KiwiSaver scheme, providing a focused investment approach for members seeking a streamlined option within the KiwiSaver framework.
The BCF KiwiSaver Scheme charges an average annual fee of 0.76% across its funds and specialises in defensive fund types, which typically appeal to members with lower risk tolerance or those nearing retirement. This structure suits individuals prioritising capital preservation over growth-oriented strategies. This information is general in nature only and does not constitute financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$18M
Total value
Average Return
2.16%
Five year
Average Fee 💰
0.76%
One Year
Total Investors
720
Across all funds
BCF KiwiSaver Scheme: key facts
- Scheme
- BCF KiwiSaver Scheme
- Managed by
- Arotahi Trust Limited
- Funds
- 1
- Members (summed across funds)
- 720
- Funds under management
- $17.7M
- Share of the KiwiSaver money we track
- 0.0%
- Annual fee range
- 0.76%
- Oldest fund started
- 1 April 2011
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.
BCF KiwiSaver Scheme funds by risk profile
- Defensive: 1 fund
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Defensive | BCF KiwiSaver Scheme | 2.16% | 0.76% |
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 |
|---|---|---|---|---|---|---|
| BCF KiwiSaver Scheme | Defensive | 2.16% | 0.76% | $18M | N/A | 01-04-2011 |
Governance & relationships
- Manager
- AROTAHI TRUST LIMITED(NZ Limited Company)
- NZBN
- 9429031412414verify 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 (6)
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 |
|---|---|---|---|---|
| 2025-Q1 | QFU | 1 PDF | Extracted | Open filing → |
| 2024-Q1 | QFU | 1 PDF | Extracted | Open filing → |
| 2023-Q1 | QFU | 1 PDF | Extracted | Open filing → |
| 2022-Q1 | QFU | 1 PDF | Extracted | Open filing → |
| 2021-Q1 | QFU | 1 PDF | Extracted | Open filing → |
| 2020-Q1 | QFU | 1 PDF | Extracted | 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
- Arotahi
- Funds operated
- 1
- Scheme(s)
- BCF KiwiSaver Scheme
Endpoints for Arotahi Trust 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/arotahi/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/arotahi/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.
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.