AURORA KIWISAVER SCHEME
Aurora Balanced Strategy — holdings changes
Top-10 portfolio holdings extracted from each FMA-mandated Quarterly Fund Update. The diff below shows what entered, exited, grew, or shrank between the two most recent quarters on file.
Comparing
31 December 2025 → 31 March 2026
Entered
0
Exited
0
Grew / Shrank / Held
5 / 1 / 1
Increased weighting
- The top 10 investments make up100.13% → 101.70% (+1.57 pp)
- Vanguard ESG US Stock ETF28.77% → 29.50% (+0.73 pp)
- ESG SRI UCITS ETF25.93% → 26.50% (+0.57 pp)
- Vanguard ESG INTL Stock ETF14.31% → 14.83% (+0.52 pp)
- Mercer Macquarie NZ Cash Fund1.49% → 1.71% (+0.22 pp)
Decreased weighting
- Cash at Bank (BNZ)0.70% → 0.57% (-0.13 pp)
Current top holdings (31 March 2026)
| Asset | Class | Country | % of fund |
|---|---|---|---|
| Vanguard ESG US Stock ETF | — | — | 29.50% |
| ESG SRI UCITS ETF | — | — | 26.50% |
| Fund | — | — | 16.69% |
| Vanguard ESG INTL Stock ETF | — | — | 14.83% |
| Fund | — | — | 11.91% |
| The top 10 investments make up | — | — | 101.70% |
| Mercer Macquarie NZ Cash Fund | — | — | 1.71% |
| Cash at Bank (BNZ) | — | — | 0.57% |
Data sources
- FMA Disclose register — Quarterly Fund Updates
- Provider websites — issuer-published QFU PDFs
Top-10 holdings are a snapshot only; funds may hold many more positions outside the top-10. General information only — not financial advice.
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.