ASB GROUP INVESTMENTS LIMITED
The ASB KiwiSaver Scheme is administered by ASB GROUP INVESTMENTS LIMITED. As of the latest reporting period, the scheme has 520,526 members and manages $20.28 billion in assets. The scheme offers six funds within a KiwiSaver scheme, providing a range of investment options across different risk profiles to suit various member circumstances and time horizons.
The ASB KiwiSaver Scheme charges an average annual fee of 0.57% across its funds. Members can choose from five fund types: Defensive, Conservative, Balanced, Growth, and Aggressive, allowing them to select an investment approach aligned with their goals and risk tolerance. This scheme structure is commonly used by members seeking diversified investment options within a KiwiSaver framework. This information is general information only and is not financial advice.
Assets
$20B
Total value
Average Return
3.56%
Five year
Average Fee 💰
0.57%
One Year
Total Investors
520.5K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Growth Fund | Growth | 7.5% | 0.7% | $7B | 82.81% | 02-10-2007 |
| Moderate Fund | Balanced | 3.67% | 0.6% | $3B | 42.09% | 02-10-2007 |
| Aggressive Fund | Aggressive | N/A | 0.75% | $1B | 96.26% | 22-11-2023 |
| Nz Cash Fund | Defensive | 2.18% | 0.35% | $921M | N/A | 02-10-2007 |
| Conservative Fund | Conservative | 2.33% | 0.4% | $4B | 26.25% | 02-10-2007 |
| Balanced Fund | Growth | 5.71% | 0.65% | $5B | 63.7% | 02-10-2007 |
Governance & relationships
- Manager
- ASB GROUP INVESTMENTS LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP29024verify on FSPR ↗
- NZBN
- 9429039025791verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
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 (13)
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 |
|---|---|---|---|---|
| 2022-12-31 | SIPO | 1 PDF | Pending | PDF only |
| 2022-06-30 | SIPO | 1 PDF | Pending | PDF only |
| 2020-10-30 | SIPO | 1 PDF | Pending | PDF only |
| 2017-03-31 | SIPO | 1 PDF | Pending | PDF only |
| 2025-07-31 | PDS | 1 PDF | Pending | PDF only |
| 2025-07-09 | PDS | 1 PDF | Pending | PDF only |
| 2022-06-30 | PDS | 1 PDF | Pending | PDF only |
| 2017-06-30 | PDS | 1 PDF | Pending | PDF only |
| 2016-08-31 | PDS | 1 PDF | Pending | PDF only |
| 2021-03-31 | AR | 1 PDF | Pending | PDF only |
| 2020-03-31 | AR | 1 PDF | Pending | PDF only |
| 2019-03-31 | AR | 1 PDF | Pending | PDF only |
| 2016-03-31 | AR | 1 PDF | Pending | PDF only |
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
- ASB
- Funds operated
- 6
- Scheme(s)
- ASB KIWISAVER SCHEME
Endpoints for ASB GROUP INVESTMENTS LIMITED
One-click MCP install
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Full per-client guide + ChatGPT GPT setup at /api/mcp.
Quick examples
cURL
curl -s "https://fundcompare.co.nz/api/provider/asb/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/asb/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.
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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.
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