Name: FUNDROCK NZ LIMITED — KiwiSaver provider data
Creator: FUNDROCK NZ LIMITED
License: https://disclose-register.companiesoffice.govt.nz/

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FUNDROCK NZ LIMITED (Fundrock) Provider Overview | FundCompare.co.nz

Risk Level

Minimum Return 📈

Maximum Fee 💰

Investnow Kiwisaver Scheme(39 funds)

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets	Start Date
Investnow Mercer All Country Global Shares Index Fund	Aggressive	N/A	0.43%	$20M	96.95%	05-10-2020
Investnow Russell Investments Nz Fixed Interest Fund	Defensive	N/A	0.49%	$2M	N/A	05-10-2020
Investnow Harbour Australasian Equity Focus Fund	Aggressive	N/A	1.2%	$2M	98.76%	05-10-2020
Investnow Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund	Defensive	N/A	0.44%	$984K	N/A	05-10-2020
Investnow Milford Conservative Fund	Conservative	N/A	0.87%	$7M	19.03%	14-09-2020
Investnow Mint Diversified Income Fund	Conservative	N/A	0.98%	$9M	33.85%	05-10-2020
Investnow Clarity Global Shares Fund	Aggressive	N/A	1.07%	$5M	98.65%	05-10-2020
Investnow Mint Australasian Equity Fund	Aggressive	N/A	1.19%	$1M	99.07%	05-10-2020
Investnow Foundation Series Total World Fund	Aggressive	N/A	0.07%	$164M	100%	17-02-2023
Investnow Foundation Series Growth Fund	Growth	N/A	0.38%	$8M	79.34%	14-09-2020
Investnow Te Ahumairangi Global Equity Fund	Aggressive	N/A	0.62%	$34M	96.03%	18-11-2021
Investnow Mercer Nz Shares Passive Fund	Aggressive	N/A	0.36%	$4M	98.34%	05-10-2020
Investnow Russell Investments Hedged Global Shares Fund	Aggressive	N/A	0.86%	$4M	98.9%	05-10-2020
Investnow Foundation Series Hedged Total World Fund	Aggressive	N/A	0.07%	$24M	99.99%	08-02-2024
Investnow Macquarie Global Listed Real Estate Fund	Aggressive	N/A	1.35%	$333K	99.43%	05-10-2020
Investnow Castle Point 5 Oceans Fund	Balanced	N/A	1.18%	$313K	57%	05-10-2020
Investnow Harbour Active Growth Fund	Growth	N/A	1.03%	$2M	71.24%	19-04-2021
Investnow Pathfinder Ethical Growth Fund	Growth	N/A	1.34%	$7M	71.86%	19-04-2021
Investnow Milford Active Growth Fund	Growth	N/A	1.05%	$76M	74.93%	05-07-2021
Investnow Harbour T. Rowe Price Global Equity Fund	Aggressive	N/A	1.19%	$10M	98.17%	05-10-2020
Investnow Mint Diversified Growth Fund	Growth	N/A	1.2%	$6M	84.5%	05-10-2020
Investnow Foundation Series Balanced Fund	Balanced	N/A	0.36%	$15M	59.41%	14-09-2020
Investnow Fisher Funds Growth Fund	Growth	N/A	1.02%	$15M	78.18%	05-07-2021
Investnow Macquarie Nz Cash Fund	Defensive	N/A	0.3%	$8M	N/A	05-10-2020
Investnow Harbour Nz Core Fixed Interest Fund	Defensive	N/A	0.65%	$705K	N/A	05-10-2020
Investnow Salt Enhanced Property Fund	Aggressive	N/A	1.02%	$2M	99.04%	05-10-2020
Investnow Salt Sustainable Growth Fund	Growth	N/A	1.1%	$6M	82.41%	18-07-2023
Investnow Smartshares Growth Fund	Growth	N/A	0.51%	$9M	79.29%	05-07-2021
Investnow Mercer Ethical Leaders Balanced Fund	Balanced	N/A	1.27%	$714K	57.6%	05-10-2020
Investnow Generate Focused Growth Fund	Aggressive	N/A	1.39%	$11M	94.36%	01-05-2023
Investnow Hunter Global Fixed Interest Fund	Defensive	N/A	0.53%	$6M	N/A	05-10-2020
Investnow Fisher Funds Conservative Fund	Conservative	N/A	0.93%	$2M	26.65%	25-01-2022
Investnow Macquarie Nz Fixed Interest Fund	Defensive	N/A	0.61%	$527K	N/A	05-10-2020
Investnow Milford Balanced Fund	Balanced	N/A	1.06%	$31M	50.09%	05-10-2020
Investnow Foundation Series Hedged Us 500 Fund	Aggressive	N/A	0.03%	$10M	99.7%	08-02-2024
Investnow Foundation Series Us 500 Fund	Aggressive	N/A	0.03%	$1M	99.69%	17-02-2023
Investnow Antipodes Global Value Fund	Aggressive	N/A	1.21%	$8M	97.11%	18-11-2021
Investnow Castle Point Trans-Tasman Fund	Aggressive	N/A	1.08%	$446K	98.43%	05-10-2020
Investnow Milford Aggressive Fund	Aggressive	N/A	1.15%	$9M	99.87%	18-07-2023

Aurora Kiwisaver Scheme(5 funds)

FUND NAME	RISK LEVEL	5Y RETURN	FEE💰	Value	Growth Assets	Start Date
Aurora Growth Fund	Growth	N/A	1.62%	$319M	74.38%	20-08-2021
Aurora Retirementplus Age 50	Growth	N/A	1.62%	$7M	74.38%	01-09-2021
Aurora Balanced Strategy	Balanced	N/A	1.51%	$20M	53.35%	21-08-2023
Aurora Liquidity Fund	Defensive	N/A	0.5%	$45M	N/A	13-05-2022
Aurora Retirementplus Age 65	Balanced	N/A	1.49%	$2M	48.09%	01-09-2021

AI · API · Markdown

Machine-readable surface

Every 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: Fundrock
Funds operated: 44
Scheme(s): AURORA KIWISAVER SCHEME

Endpoints for FUNDROCK NZ LIMITED

GET/api/provider/fundrock/facts.jsonapplication/jsonProvider profile + every fund (fees, returns, risk) in one structured payload.

GET/api/provider/fundrock/summary.mdtext/markdownPlain-markdown provider summary with funds table, citable by LLMs.

One-click MCP install

Install in Cursor1-click

Opens Cursor and adds the MCP server with one confirmation

Install in VS Code1-click

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/fundrock/facts.json" | jq .

Python

import requests
data = requests.get("https://fundcompare.co.nz/api/provider/fundrock/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.

Open Markdown Open Facts JSON Canonical HTML

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.

FMA Disclose filings (14)

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
2026-Q1	QFU	8 PDFs	Extracted	Open filing →
2025-Q4	QFU	8 PDFs	Extracted	Open filing →
2025-Q3	QFU	8 PDFs	Extracted	Open filing →
2025-Q2	QFU	7 PDFs	Extracted	Open filing →
2025-Q1	QFU	7 PDFs	Extracted	Open filing →
2024-Q4	QFU	6 PDFs	Extracted	Open filing →
2024-Q3	QFU	7 PDFs	Extracted	Open filing →
2022-Q4	QFU	6 PDFs	Extracted	Open filing →
2022-Q2	QFU	2 PDFs	Extracted	Open filing →
2022-Q1	QFU	6 PDFs	Extracted	Open filing →
2021-Q4	QFU	6 PDFs	Extracted	Open filing →
2021-Q3	QFU	6 PDFs	Extracted	Open filing →
2021-Q2	QFU	6 PDFs	Extracted	Open filing →
2021-Q1	QFU	6 PDFs	Extracted	Open filing →

Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.

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FUNDROCK NZ LIMITED

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Fund Types

Investnow Kiwisaver Scheme(39 funds)

Aurora Kiwisaver Scheme(5 funds)

Governance & relationships

AI · API · Markdown

Identifiers

Endpoints for FUNDROCK NZ LIMITED

One-click MCP install

cURL

Python

MCP (Claude Desktop / ChatGPT)

First Home

Learn

Tools

Important Information and Disclosure

FMA Disclose filings (14)