MERCER KIWISAVER SCHEME
Sustainable 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 |
|---|---|---|---|
| NVIDIA CORPORATION | Shares | US | 2.13% |
| FISHER & PAYKEL HEALTHCARE CORPORATION LIMITED | Shares | NZ | 2.12% |
| MICROSOFT CORPORATION | Shares | US | 1.83% |
| APPLE INC. | Shares | US | 1.42% |
| NEW ZEALAND GOVERNMENT BOND 3.0% 20/04/2029 | Bonds | NZ | 1.26% |
| AUCKLAND INTERNATIONAL AIRPORT LIMITED | Shares | NZ | 1.20% |
| INFRATIL LIMITED | Shares | NZ | 1.17% |
| NEW ZEALAND GOVERNMENT BOND 3.50% 14/04/2033 | Bonds | NZ | 0.82% |
| CONTACT ENERGY LIMITED | Shares | NZ | 0.82% |
| UK GILT 3.75% 07/03/2027 | Bonds | GB | 0.81% |
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.