Arotahi KiwiSaver Scheme Review

Independent analysis of Arotahi Trust Limited's KiwiSaver scheme based on FMA data, performance metrics, and fee structures. Last updated: May 2026.

Quick Summary

✅ Key Highlights

• Highest 5-yr return: BCF KiwiSaver Scheme (2.16% over 5 years)
• Sustainable and ethical investment focus
• Range of KiwiSaver funds

📊 At a Glance

• Average fees: 0.76% per year
• 5-year returns: 2.16%
• Fund options: 1 funds
• Total members: 1k+
• Assets under management: $0.0B

Arotahi delivers KiwiSaver and investment solutions with a focus on secure and sustainable growth.

Performance Analysis

Average 5-Year Return

2.16%

Across all funds

Average Fees

0.76%

Annual management fees

Total Assets

$0.0B

Under management

Total Members

1k+

KiwiSaver members

All Arotahi KiwiSaver Scheme Funds

Fund Name	Type	5-Year Return	Fees	Risk	Members
BCF KiwiSaver Scheme	Defensive	2.16%	0.76%	3/7	720

Considerations for Arotahi

What the data shows

•Average fees at or above the market average

Points some investors compare

•Fees at lower-fee providers (for example Simplicity, Kernel)
•Historical returns at other providers (for example Milford, Fisher Funds)
•Ethical and responsible-investment options
•Fund risk levels for a planned first-home withdrawal

A licensed financial adviser can help with a personal assessment.

Compare Alternatives

Other providers with comparable data:

AE KiwiSaver Limited

Always Ethical provides ethical KiwiSaver and investment funds that focus on responsible investing.

1 funds • Avg fee: 4.26%

AMP Wealth Management New Zealand Limited

AMP offers KiwiSaver and investment solutions with a strong track record and flexible options.

30 funds • Avg fee: 1.00%

ANZ New Zealand Investments Limited

ANZ provides a wide range of KiwiSaver and investment funds tailored for diverse financial goals.

21 funds • Avg fee: 0.77%

ASB Group Investments Limited

ASB provides a variety of KiwiSaver and investment options backed by strong financial expertise.

6 funds • Avg fee: 0.57%

Ready to Compare All Providers?

See how Arotahi stacks up against all 30+ KiwiSaver providers side-by-side.

Compare All Providers Visit Arotahi Website

Disclaimer: This analysis is based on publicly available data from the FMA and provider disclosures as of October 2025. Past performance does not guarantee future results. This is not financial advice. Please consult a licensed financial adviser before making investment decisions.

Data sources: FMA KiwiSaver Quarterly Reports, Arotahi Trust Limited Product Disclosure Statements, provider websites.

Need personalised advice?

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FundCompare

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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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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