Maritime KiwiSaver Scheme
Managed by Trustees of the Maritime KiwiSaver Scheme
The Maritime KiwiSaver Scheme is administered by the Trustees of the Maritime KiwiSaver Scheme. The scheme currently has 323 members and manages approximately $0.02 billion in assets. Members can choose from three funds within a KiwiSaver scheme, spanning Conservative, Balanced, and Growth investment approaches to suit different time horizons and risk tolerances.
The scheme charges an average annual fee of 0.69% across its funds. This fee structure applies to the Conservative, Balanced, and Growth funds available to members. Schemes of this type are typically used by members seeking straightforward fund options aligned with their investment approach. This information is general in nature only and should not be construed as financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$21M
Total value
Average Return
4.87%
Five year
Average Fee 💰
0.69%
One Year
Total Investors
323
Across all funds
Maritime KiwiSaver Scheme: key facts
- Scheme
- Maritime KiwiSaver Scheme
- Managed by
- Trustees of the Maritime KiwiSaver Scheme
- Funds
- 3
- Members (summed across funds)
- 323
- Funds under management
- $20.6M
- Share of the KiwiSaver money we track
- 0.0%
- Annual fee range
- 0.61% to 0.75%
- Oldest fund started
- 21 April 2016
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.
Maritime KiwiSaver Scheme funds by risk profile
- Conservative: 1 fund
- Balanced: 1 fund
- Growth: 1 fund
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Conservative | Conservative Portfolio | 3.53% | 0.61% |
| Balanced | Balanced Portfolio | 6.2% | 0.7% |
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 |
|---|---|---|---|---|---|---|
| Balanced Portfolio | Balanced | 6.2% | 0.7% | $17M | 58.28% | 21-04-2016 |
| Growth Portfolio | Growth | No 5-year average return figure held. Recorded fund start date 1 October 2021 is less than five years before March 2026. | 0.75% | $2M | 78.28% | 01-10-2021 |
| Conservative Portfolio | Conservative | 3.53% | 0.61% | $2M | 18.28% | 21-04-2016 |
About “N/A” in return figures: it means no figure is held, not a return of zero. Of the 3 funds listed, 2 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
- TRUSTEES OF THE MARITIME KIWISAVER SCHEME(Board of trustees)
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 |
|---|---|---|---|---|
| 2026-Q2 | QFU | 3 PDFs | Extracted | Open filing → |
| 2025-Q1 | QFU | 3 PDFs | Extracted | Open filing → |
| 2024-Q1 | QFU | 3 PDFs | Extracted | Open filing → |
| 2023-Q1 | QFU | 3 PDFs | Extracted | Open filing → |
| 2022-Q2 | QFU | 3 PDFs | Extracted | Open filing → |
| 2021-Q3 | QFU | 2 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
- Maritime
- Funds operated
- 3
- Scheme(s)
- Maritime KiwiSaver Scheme
Endpoints for Trustees of the Maritime KiwiSaver Scheme
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/maritime/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/maritime/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.
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