SBS WEALTH KIWISAVER SCHEME
Lifestages Auto Option Age 55 - 59 — 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 |
|---|---|---|---|
| ISHARES GLOBAL AGGREGATE BOND ESG UCITS ETF NZD HEDGED | Bonds | IE | 7.93% |
| DIMENSIONAL FIVE-YEAR DIVERSIFIED FIXED INTEREST PIE FUND | Bonds | NZ | 3.20% |
| DIMENSIONAL AUSTRALIAN SUSTAINABILITY PIE FUND | Shares | NZ | 3.04% |
| DIMENSIONAL GLOBAL SUSTAINABILITY PIE FUND (NZD HEDGED) | Shares | NZ | 21.25% |
| SCHRODER GLOBAL EMERGING MARKETS FUND | Shares | AU | 2.81% |
| DIMENSIONAL TWO-YEAR SUSTAINABILITY FIXED INTEREST PIE FUND | Bonds | NZ | 2.13% |
| HARBOUR NZ CORE FIXED INTEREST FUND | Bonds | NZ | 11.36% |
| DIMENSIONAL GLOBAL BOND SUSTAINABILITY PIE FUND | Bonds | NZ | 10.09% |
| CASH DEPOSIT (ANZ BANK) | Cash | NZ | 1.96% |
| KERNEL GLOBAL INFRASTRUCTURE (NZD HEDGED) FUND | Other | NZ | 1.86% |
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.