FundRock NZ Limited
The Aurora KiwiSaver Scheme is operated by FundRock NZ Limited and serves 34,075 members with $0.91 billion in assets under management. The scheme offers 44 funds across a range of investment approaches, providing members with substantial choice when selecting how their retirement savings are invested within a KiwiSaver scheme.
The Aurora KiwiSaver Scheme charges an average annual fee of 0.87% across its funds. Members can select from Aggressive, Growth, Balanced, Defensive, and Conservative fund options within a KiwiSaver scheme, allowing them to align their investment approach with their time horizon and risk tolerance. This type of scheme structure suits members seeking diversified fund options and transparent fee information to support their retirement savings decisions. This information is general in nature only and should not be construed as financial advice.
Assets
$605M
Total value
Average Return
0.33%
Five year
Average Fee 💰
0.84%
One Year
Total Investors
34.1K
Across all funds
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 | No 5-year average return figure held for this fund. | 0.43% | $20M | 96.95% | 05-10-2020 |
| InvestNow Mint Diversified Income Fund | Conservative | 1.45% | 1.01% | $9M | 33.85% | 05-10-2020 |
| InvestNow Foundation Series Total World Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 17 February 2023 is less than five years before March 2026. | 0.07% | $164M | 100% | 17-02-2023 |
| InvestNow Russell Investments NZ Fixed Interest Fund | Defensive | No 5-year average return figure held for this fund. | 0.49% | $2M | N/A | 05-10-2020 |
| InvestNow Harbour Australasian Equity Focus Fund | Aggressive | No 5-year average return figure held for this fund. | 1.2% | $2M | 98.76% | 05-10-2020 |
| InvestNow Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund | Defensive | No 5-year average return figure held for this fund. | 0.44% | $984K | N/A | 05-10-2020 |
| InvestNow Milford Conservative Fund | Conservative | No 5-year average return figure held for this fund. | 0.93% | $2M | 19.03% | 14-09-2020 |
| InvestNow Clarity Global Shares Fund | Aggressive | No 5-year average return figure held for this fund. | 1.07% | $5M | 98.65% | 05-10-2020 |
| InvestNow Mint Australasian Equity Fund | Aggressive | No 5-year average return figure held for this fund. | 1.19% | $1M | 99.07% | 05-10-2020 |
| InvestNow Foundation Series Growth Fund | Growth | No 5-year average return figure held for this fund. | 0.38% | $8M | 79.34% | 14-09-2020 |
| InvestNow Te Ahumairangi Global Equity Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 18 November 2021 is less than five years before March 2026. | 0.62% | $34M | 96.03% | 18-11-2021 |
| InvestNow Russell Investments Hedged Global Shares Fund | Aggressive | No 5-year average return figure held for this fund. | 0.86% | $4M | 98.9% | 05-10-2020 |
| InvestNow Macquarie Global Listed Real Estate Fund | Aggressive | No 5-year average return figure held for this fund. | 1.35% | $333K | 99.43% | 05-10-2020 |
| InvestNow Mercer NZ Shares Passive Fund | Aggressive | No 5-year average return figure held for this fund. | 0.36% | $4M | 98.34% | 05-10-2020 |
| InvestNow Foundation Series Hedged Total World Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 8 February 2024 is less than five years before March 2026. | 0.07% | $24M | 99.99% | 08-02-2024 |
| InvestNow Castle Point 5 Oceans Fund | Balanced | No 5-year average return figure held for this fund. | 1.18% | $313K | 57% | 05-10-2020 |
| InvestNow Harbour Active Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 19 April 2021 is less than five years before March 2026. | 1.03% | $2M | 71.24% | 19-04-2021 |
| InvestNow Milford Active Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 5 July 2021 is less than five years before March 2026. | 1.05% | $76M | 74.93% | 05-07-2021 |
| InvestNow Antipodes Global Value Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 18 November 2021 is less than five years before March 2026. | 1.21% | $8M | 97.11% | 18-11-2021 |
| InvestNow Pathfinder Ethical Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 19 April 2021 is less than five years before March 2026. | 1.34% | $7M | 71.86% | 19-04-2021 |
| InvestNow Harbour T. Rowe Price Global Equity Fund | Aggressive | No 5-year average return figure held for this fund. | 1.19% | $10M | 98.17% | 05-10-2020 |
| InvestNow Mint Diversified Growth Fund | Growth | No 5-year average return figure held for this fund. | 1.2% | $6M | 84.5% | 05-10-2020 |
| InvestNow Foundation Series Balanced Fund | Balanced | 4.77% | 0.36% | $15M | 59.41% | 14-09-2020 |
| InvestNow Macquarie NZ Cash Fund | Defensive | 2.58% | 0.34% | $9M | N/A | 05-10-2020 |
| InvestNow Fisher Funds Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 5 July 2021 is less than five years before March 2026. | 1.02% | $15M | 78.18% | 05-07-2021 |
| InvestNow Salt Enhanced Property Fund | Aggressive | No 5-year average return figure held for this fund. | 1.02% | $2M | 99.04% | 05-10-2020 |
| InvestNow Harbour NZ Core Fixed Interest Fund | Defensive | No 5-year average return figure held for this fund. | 0.65% | $705K | N/A | 05-10-2020 |
| InvestNow Salt Sustainable Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 18 July 2023 is less than five years before March 2026. | 1.1% | $6M | 82.41% | 18-07-2023 |
| InvestNow Smartshares Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 5 July 2021 is less than five years before March 2026. | 0.51% | $9M | 79.29% | 05-07-2021 |
| InvestNow Mercer Ethical Leaders Balanced Fund | Balanced | No 5-year average return figure held for this fund. | 1.27% | $714K | 57.6% | 05-10-2020 |
| InvestNow Generate Focused Growth Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 1 May 2023 is less than five years before March 2026. | 1.39% | $11M | 94.36% | 01-05-2023 |
| InvestNow Fisher Funds Conservative Fund | Conservative | No 5-year average return figure held. Recorded fund start date 25 January 2022 is less than five years before March 2026. | 0.93% | $2M | 26.65% | 25-01-2022 |
| InvestNow Hunter Global Fixed Interest Fund | Defensive | No 5-year average return figure held for this fund. | 0.53% | $6M | N/A | 05-10-2020 |
| InvestNow Macquarie NZ Fixed Interest Fund | Defensive | No 5-year average return figure held for this fund. | 0.61% | $527K | N/A | 05-10-2020 |
| InvestNow Milford Balanced Fund | Balanced | No 5-year average return figure held for this fund. | 1.06% | $31M | 50.09% | 05-10-2020 |
| InvestNow Foundation Series Hedged US 500 Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 8 February 2024 is less than five years before March 2026. | 0.03% | $10M | 99.7% | 08-02-2024 |
| InvestNow Foundation Series US 500 Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 17 February 2023 is less than five years before March 2026. | 0.03% | $1M | 99.69% | 17-02-2023 |
| InvestNow Milford Aggressive Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 18 July 2023 is less than five years before March 2026. | 1.15% | $11M | 99.87% | 18-07-2023 |
| InvestNow Castle Point Trans-Tasman Fund | Aggressive | No 5-year average return figure held for this fund. | 1.08% | $446K | 98.43% | 05-10-2020 |
Aurora KiwiSaver Scheme(5 funds)
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Aurora Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 20 August 2021 is less than five years before March 2026. | 1.04% | $15M | 74.38% | 20-08-2021 |
| Aurora Retirementplus Age 50 | Growth | No 5-year average return figure held. Recorded fund start date 1 September 2021 is less than five years before March 2026. | 1.62% | $7M | 74.38% | 01-09-2021 |
| Aurora Balanced Strategy | Balanced | 5.8% | 0.38% | $18M | 53.35% | 21-08-2023 |
| Aurora Liquidity Fund | Defensive | No 5-year average return figure held. Recorded fund start date 13 May 2022 is less than five years before March 2026. | 0.5% | $45M | N/A | 13-05-2022 |
| Aurora Retirementplus Age 65 | Balanced | No 5-year average return figure held. Recorded fund start date 1 September 2021 is less than five years before March 2026. | 1.49% | $2M | 48.09% | 01-09-2021 |
About “N/A” in return figures: it means no figure is held, not a return of zero. Of the 44 funds listed, 4 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Governance & relationships
- Manager
- FUNDROCK NZ LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP127464verify on FSPR ↗
- NZBN
- 9429031398602verify 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 (15)
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-Q2 | QFU | 34 PDFs | Extracted | Open filing → |
| 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.
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
- Fundrock
- Funds operated
- 44
- Scheme(s)
- Aurora KiwiSaver Scheme
Endpoints for FundRock NZ Limited
One-click MCP install
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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.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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