SBS WEALTH KIWISAVER SCHEME
Lifestages Auto Option Age 60 - 64 — 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 | 9.92% |
| BNZ WHOLESALE NZ CASH FUND PIE | Cash | NZ | 9.18% |
| DIMENSIONAL FIVE-YEAR DIVERSIFIED FIXED INTEREST PIE FUND | Bonds | NZ | 4.00% |
| DIMENSIONAL TWO-YEAR SUSTAINABILITY FIXED INTEREST PIE FUND | Bonds | NZ | 2.66% |
| CASH DEPOSIT (ANZ BANK) | Cash | NZ | 2.53% |
| DIMENSIONAL AUSTRALIAN SUSTAINABILITY PIE FUND | Shares | NZ | 2.03% |
| HARBOUR NZ CORE FIXED INTEREST FUND | Bonds | NZ | 14.20% |
| DIMENSIONAL GLOBAL SUSTAINABILITY PIE FUND (NZD HEDGED) | Shares | NZ | 14.17% |
| DIMENSIONAL GLOBAL BOND SUSTAINABILITY PIE FUND | Bonds | NZ | 12.61% |
| SCHRODER GLOBAL EMERGING MARKETS FUND | Shares | AU | 1.87% |
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.
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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