SMARTSHARES LIMITED — recent changes
Quarter-by-quarter material-events feed for the SMARTSHARES LIMITED KiwiSaver scheme. Events derived from FMA-filed Quarterly Fund Updates; each row cites the QFU date that surfaced it.
Currently tracks: annual-fee changes (any delta), material AUM changes (>20% quarter-over-quarter), and new-fund entries (funds first appearing in coverage within the last 18 months). PDS / SIPO / Annual Report text-diff events layer in once per-scheme extractors ship.
Coverage span: 2018-03-31 → 2024-03-31
Event log
Fund size grew by 23% from $53.2M to $65.3M between 2023-12-31 and 2024-03-31.
Before: $53.2M → After: $65.3M
Fund size grew by 24% from $12.3M to $15.2M between 2023-12-31 and 2024-03-31.
Before: $12.3M → After: $15.2M
Fund size grew by 23% from $2.2M to $2.7M between 2023-09-30 and 2023-12-31.
Before: $2.2M → After: $2.7M
Annual fee decreased from 1.43% to 1.34% in the QFU dated 2023-09-30.
Before: 1.43% → After: 1.34%
Fund size shrank by 22% from $1.4M to $1.1M between 2023-06-30 and 2023-09-30.
Before: $1.4M → After: $1.1M
Fund size grew by 21% from $35.1M to $42.6M between 2023-03-31 and 2023-06-30.
Before: $35.1M → After: $42.6M
Fund size grew by 20% from $4.4M to $5.3M between 2023-03-31 and 2023-06-30.
Before: $4.4M → After: $5.3M
Fund size grew by 25% from $3.3M to $4.1M between 2022-12-31 and 2023-03-31.
Before: $3.3M → After: $4.1M
Annual fee decreased from 1.44% to 1.43% in the QFU dated 2022-09-30.
Before: 1.44% → After: 1.43%
Fund size grew by 28% from $10.7M to $13.6M between 2021-12-31 and 2022-03-31.
Before: $10.7M → After: $13.6M
Fund size grew by 20% from $23.5M to $28.2M between 2021-09-30 and 2021-12-31.
Before: $23.5M → After: $28.2M
Fund size grew by 45% from $1.9M to $2.7M between 2021-09-30 and 2021-12-31.
Before: $1.9M → After: $2.7M
Fund size grew by 25% from $2.8M to $3.5M between 2021-09-30 and 2021-12-31.
Before: $2.8M → After: $3.5M
Fund size grew by 57% from $1.1M to $1.8M between 2021-09-30 and 2021-12-31.
Before: $1.1M → After: $1.8M
Fund size shrank by 38% from $84.2M to $52.4M between 2021-06-30 and 2021-09-30.
Before: $84.2M → After: $52.4M
Fund size grew by 23% from $159.5M to $196.8M between 2021-06-30 and 2021-09-30.
Before: $159.5M → After: $196.8M
Fund size grew by 30% from $2.2M to $2.8M between 2021-06-30 and 2021-09-30.
Before: $2.2M → After: $2.8M
Annual fee decreased from 0.60% to 0.58% in the QFU dated 2021-06-30.
Before: 0.60% → After: 0.58%
Fund size grew by 26% from $1.4M to $1.7M between 2021-03-31 and 2021-06-30.
Before: $1.4M → After: $1.7M
Fund size grew by 21% from $7.2M to $8.7M between 2021-03-31 and 2021-06-30.
Before: $7.2M → After: $8.7M
Fund size grew by 31% from $1.6M to $2.2M between 2021-03-31 and 2021-06-30.
Before: $1.6M → After: $2.2M
Annual fee decreased from 1.64% to 1.44% in the QFU dated 2021-06-30.
Before: 1.64% → After: 1.44%
Fund size grew by 36% from $2.7M to $3.6M between 2020-12-31 and 2021-03-31.
Before: $2.7M → After: $3.6M
Fund size grew by 47% from $4.9M to $7.2M between 2020-12-31 and 2021-03-31.
Before: $4.9M → After: $7.2M
Fund size grew by 22% from $1.4M to $1.6M between 2020-12-31 and 2021-03-31.
Before: $1.4M → After: $1.6M
Fund size grew by 32% from $2.2M to $2.8M between 2020-12-31 and 2021-03-31.
Before: $2.2M → After: $2.8M
Fund size grew by 22% from $8.5M to $10.4M between 2020-09-30 and 2020-12-31.
Before: $8.5M → After: $10.4M
Fund size grew by 23% from $2.1M to $2.6M between 2020-09-30 and 2020-12-31.
Before: $2.1M → After: $2.6M
Fund size grew by 25% from $3.1M to $3.9M between 2020-09-30 and 2020-12-31.
Before: $3.1M → After: $3.9M
Fund size grew by 22% from $8.1M to $9.9M between 2020-09-30 and 2020-12-31.
Before: $8.1M → After: $9.9M
Fund size grew by 31% from $1.4M to $1.9M between 2020-09-30 and 2020-12-31.
Before: $1.4M → After: $1.9M
Fund size grew by 31% from $1.0M to $1.4M between 2020-09-30 and 2020-12-31.
Before: $1.0M → After: $1.4M
Fund size grew by 34% from $1.6M to $2.2M between 2020-09-30 and 2020-12-31.
Before: $1.6M → After: $2.2M
Fund size grew by 29% from $6.6M to $8.5M between 2020-06-30 and 2020-09-30.
Before: $6.6M → After: $8.5M
Fund size grew by 27% from $1.9M to $2.4M between 2020-06-30 and 2020-09-30.
Before: $1.9M → After: $2.4M
Fund size grew by 25% from $2.0M to $2.5M between 2020-06-30 and 2020-09-30.
Before: $2.0M → After: $2.5M
Fund size grew by 36% from $6.0M to $8.1M between 2020-06-30 and 2020-09-30.
Before: $6.0M → After: $8.1M
Fund size grew by 22% from $1.3M to $1.6M between 2020-06-30 and 2020-09-30.
Before: $1.3M → After: $1.6M
Fund size grew by 28% from $18.0M to $23.0M between 2020-03-31 and 2020-06-30.
Before: $18.0M → After: $23.0M
Fund size grew by 29% from $1.6M to $2.0M between 2020-03-31 and 2020-06-30.
Before: $1.6M → After: $2.0M
Fund size grew by 26% from $1.7M to $2.2M between 2020-03-31 and 2020-06-30.
Before: $1.7M → After: $2.2M
Fund size grew by 25% from $3.8M to $4.8M between 2020-03-31 and 2020-06-30.
Before: $3.8M → After: $4.8M
Fund size grew by 107% from $2.9M to $6.0M between 2020-03-31 and 2020-06-30.
Before: $2.9M → After: $6.0M
Fund size grew by 28% from $35.3M to $45.1M between 2020-03-31 and 2020-06-30.
Before: $35.3M → After: $45.1M
Fund size grew by 50% from $2.5M to $3.8M between 2020-03-31 and 2020-06-30.
Before: $2.5M → After: $3.8M
Fund size grew by 24% from $18.0M to $22.3M between 2020-03-31 and 2020-06-30.
Before: $18.0M → After: $22.3M
Fund size grew by 31% from $1.0M to $1.3M between 2020-03-31 and 2020-06-30.
Before: $1.0M → After: $1.3M
Fund size grew by 30% from $66.3M to $86.3M between 2019-12-31 and 2020-03-31.
Before: $66.3M → After: $86.3M
Fund size shrank by 22% from $14.6M to $11.4M between 2019-12-31 and 2020-03-31.
Before: $14.6M → After: $11.4M
Fund size shrank by 26% from $29.7M to $21.9M between 2019-12-31 and 2020-03-31.
Before: $29.7M → After: $21.9M
Fund size shrank by 22% from $18.0M to $14.0M between 2019-12-31 and 2020-03-31.
Before: $18.0M → After: $14.0M
Fund size shrank by 20% from $19.1M to $15.2M between 2019-12-31 and 2020-03-31.
Before: $19.1M → After: $15.2M
Fund size shrank by 30% from $2.4M to $1.7M between 2019-12-31 and 2020-03-31.
Before: $2.4M → After: $1.7M
Fund size shrank by 22% from $2.5M to $1.9M between 2019-12-31 and 2020-03-31.
Before: $2.5M → After: $1.9M
Fund size shrank by 24% from $5.1M to $3.8M between 2019-12-31 and 2020-03-31.
Before: $5.1M → After: $3.8M
Fund size shrank by 43% from $4.0M to $2.3M between 2019-12-31 and 2020-03-31.
Before: $4.0M → After: $2.3M
Fund size shrank by 22% from $45.4M to $35.3M between 2019-12-31 and 2020-03-31.
Before: $45.4M → After: $35.3M
Fund size shrank by 26% from $18.5M to $13.6M between 2019-12-31 and 2020-03-31.
Before: $18.5M → After: $13.6M
Fund size shrank by 49% from $1.8M to $0.9M between 2019-12-31 and 2020-03-31.
Before: $1.8M → After: $0.9M
Fund size shrank by 33% from $3.8M to $2.5M between 2019-12-31 and 2020-03-31.
Before: $3.8M → After: $2.5M
Fund size shrank by 21% from $22.9M to $18.0M between 2019-12-31 and 2020-03-31.
Before: $22.9M → After: $18.0M
Fund size shrank by 46% from $1.4M to $0.8M between 2019-12-31 and 2020-03-31.
Before: $1.4M → After: $0.8M
Fund size grew by 41% from $15.1M to $21.3M between 2019-12-31 and 2020-03-31.
Before: $15.1M → After: $21.3M
Fund size shrank by 45% from $1.8M to $1.0M between 2019-12-31 and 2020-03-31.
Before: $1.8M → After: $1.0M
Fund size grew by 101% from $3.5M to $7.0M between 2019-06-30 and 2019-09-30.
Before: $3.5M → After: $7.0M
Fund size grew by 24% from $9.1M to $11.3M between 2019-06-30 and 2019-09-30.
Before: $9.1M → After: $11.3M
Fund size grew by 56% from $2.6M to $4.0M between 2019-06-30 and 2019-09-30.
Before: $2.6M → After: $4.0M
Fund size grew by 22% from $1.9M to $2.3M between 2019-06-30 and 2019-09-30.
Before: $1.9M → After: $2.3M
Annual fee increased from 0.59% to 0.61% in the QFU dated 2019-06-30.
Before: 0.59% → After: 0.61%
Annual fee increased from 0.54% to 0.61% in the QFU dated 2019-06-30.
Before: 0.54% → After: 0.61%
Fund size grew by 605% from $2.7M to $18.9M between 2018-12-31 and 2019-06-30.
Before: $2.7M → After: $18.9M
Annual fee increased from 0.51% to 0.52% in the QFU dated 2019-06-30.
Before: 0.51% → After: 0.52%
Annual fee increased from 0.55% to 0.56% in the QFU dated 2019-06-30.
Before: 0.55% → After: 0.56%
Annual fee increased from 0.57% to 0.60% in the QFU dated 2019-06-30.
Before: 0.57% → After: 0.60%
Annual fee decreased from 0.59% to 0.56% in the QFU dated 2019-06-30.
Before: 0.59% → After: 0.56%
Annual fee increased from 0.69% to 0.70% in the QFU dated 2019-06-30.
Before: 0.69% → After: 0.70%
Annual fee increased from 0.53% to 0.54% in the QFU dated 2019-06-30.
Before: 0.53% → After: 0.54%
Annual fee increased from 0.59% to 0.62% in the QFU dated 2019-06-30.
Before: 0.59% → After: 0.62%
Annual fee decreased from 1.01% to 0.73% in the QFU dated 2019-06-30.
Before: 1.01% → After: 0.73%
Fund size grew by 49% from $9.0M to $13.4M between 2018-12-31 and 2019-06-30.
Before: $9.0M → After: $13.4M
Annual fee increased from 0.58% to 0.59% in the QFU dated 2019-06-30.
Before: 0.58% → After: 0.59%
Annual fee increased from 0.57% to 0.59% in the QFU dated 2019-06-30.
Before: 0.57% → After: 0.59%
Fund size shrank by 76% from $14.4M to $3.5M between 2018-12-31 and 2019-06-30.
Before: $14.4M → After: $3.5M
Annual fee increased from 0.58% to 0.59% in the QFU dated 2019-06-30.
Before: 0.58% → After: 0.59%
Annual fee increased from 0.56% to 0.58% in the QFU dated 2019-06-30.
Before: 0.56% → After: 0.58%
Annual fee increased from 0.56% to 0.58% in the QFU dated 2019-06-30.
Before: 0.56% → After: 0.58%
Annual fee increased from 0.61% to 0.63% in the QFU dated 2019-06-30.
Before: 0.61% → After: 0.63%
Annual fee increased from 0.55% to 0.62% in the QFU dated 2019-06-30.
Before: 0.55% → After: 0.62%
Annual fee increased from 0.57% to 0.58% in the QFU dated 2019-06-30.
Before: 0.57% → After: 0.58%
Fund size grew by 70% from $1.9M to $3.2M between 2018-06-30 and 2018-09-30.
Before: $1.9M → After: $3.2M
Fund size grew by 32% from $1.4M to $1.9M between 2018-03-31 and 2018-06-30.
Before: $1.4M → After: $1.9M
Annual fee decreased from 0.65% to 0.59% in the QFU dated 2018-03-31.
Before: 0.65% → After: 0.59%
Annual fee decreased from 0.61% to 0.54% in the QFU dated 2018-03-31.
Before: 0.61% → After: 0.54%
Annual fee decreased from 0.55% to 0.51% in the QFU dated 2018-03-31.
Before: 0.55% → After: 0.51%
Annual fee decreased from 0.58% to 0.55% in the QFU dated 2018-03-31.
Before: 0.58% → After: 0.55%
Annual fee decreased from 0.63% to 0.57% in the QFU dated 2018-03-31.
Before: 0.63% → After: 0.57%
Annual fee decreased from 0.65% to 0.59% in the QFU dated 2018-03-31.
Before: 0.65% → After: 0.59%
Annual fee decreased from 0.73% to 0.69% in the QFU dated 2018-03-31.
Before: 0.73% → After: 0.69%
Annual fee decreased from 0.57% to 0.53% in the QFU dated 2018-03-31.
Before: 0.57% → After: 0.53%
Annual fee decreased from 0.65% to 0.59% in the QFU dated 2018-03-31.
Before: 0.65% → After: 0.59%
Annual fee decreased from 1.10% to 1.01% in the QFU dated 2018-03-31.
Before: 1.10% → After: 1.01%
Annual fee decreased from 0.63% to 0.58% in the QFU dated 2018-03-31.
Before: 0.63% → After: 0.58%
Annual fee decreased from 0.57% to 0.54% in the QFU dated 2018-03-31.
Before: 0.57% → After: 0.54%
Annual fee decreased from 0.59% to 0.57% in the QFU dated 2018-03-31.
Before: 0.59% → After: 0.57%
Annual fee decreased from 0.60% to 0.59% in the QFU dated 2018-03-31.
Before: 0.60% → After: 0.59%
Annual fee decreased from 0.60% to 0.58% in the QFU dated 2018-03-31.
Before: 0.60% → After: 0.58%
Annual fee decreased from 0.62% to 0.56% in the QFU dated 2018-03-31.
Before: 0.62% → After: 0.56%
Annual fee decreased from 0.62% to 0.56% in the QFU dated 2018-03-31.
Before: 0.62% → After: 0.56%
Annual fee decreased from 0.67% to 0.61% in the QFU dated 2018-03-31.
Before: 0.67% → After: 0.61%
Annual fee decreased from 0.60% to 0.55% in the QFU dated 2018-03-31.
Before: 0.60% → After: 0.55%
Annual fee decreased from 0.61% to 0.57% in the QFU dated 2018-03-31.
Before: 0.61% → After: 0.57%
How this works
We watch every Quarterly Fund Update filed by SMARTSHARES LIMITED on the FMA Disclose register, ingest the underlying PDF, and emit an event row whenever a watched field (fee, AUM, new fund) changes between consecutive quarters. The full underlying time series is available at each fund's fund page.
Counts and verbatim numbers only — not financial advice. Past performance is not a reliable indicator of future returns. 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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