INVESTNOW KIWISAVER SCHEME
Investnow Foundation Series Balanced Fund — 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.
Need a second quarter
We have holdings for 7 September 2025 but no prior quarter on file yet. The diff lights up once a second QFU is ingested.
Current top holdings (7 September 2025)
| Asset | Class | Country | % of fund |
|---|---|---|---|
| HUNTER GLOBAL FIXED INTEREST FUND | Bonds | NZ | 25.88% |
| MERCER GLOBAL INDEX SHARES FUND | Shares | NZ | 25.66% |
| MERCER NZ SHARES PASSIVE FUND | Shares | NZ | 20.06% |
| MERCER HEDGED GLOBAL INDEX SHARES FUND | Shares | NZ | 14.50% |
| MERCER MACQUARIE NZ FIXED INTEREST FUND | Bonds | NZ | 11.92% |
| MERCER MACQUARIE NZ CASH FUND | Cash | NZ | 1.90% |
| CASH AT BANK (BNZ) | Cash | NZ | 0.09% |
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.