SUPEREASY KIWISAVER SUPERANNUATION SCHEME
Aggressive 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.
Comparing
30 June 2025 → 7 September 2025
Entered
7
Exited
6
Grew / Shrank / Held
0 / 0 / 0
Entered the top 10
- MERCER OVERSEAS SHARES INDEX PORTFOLIOShares47.70% of fund
- HARBOUR NZ SHARES INDEX FUNDShares18.75% of fund
- MERCER HEDGED OVERSEAS SHARES INDEX PORTFOLIOShares13.21% of fund
- HARBOUR REAL ESTATE INVESTMENT FUNDProperty9.83% of fund
- HUNTER GLOBAL FIXED INTEREST FUNDBonds5.30% of fund
- HARBOUR NZ CORE FIXED INTEREST FUNDBonds3.19% of fund
- HARBOUR ENHANCED CASH FUNDCash2.02% of fund
Exited the top 10
- Index Portfoliowas 47.70%
- Fundwas 18.75%
- Shares Index Portfoliowas 13.21%
- Investment Fundwas 9.83%
- Interest Fundwas 3.19%
- The top 7 investments make up 100% of the fund.was 2.00%
Current top holdings (7 September 2025)
| Asset | Class | Country | % of fund |
|---|---|---|---|
| HARBOUR REAL ESTATE INVESTMENT FUND | Property | NZ | 9.83% |
| HUNTER GLOBAL FIXED INTEREST FUND | Bonds | NZ | 5.30% |
| MERCER OVERSEAS SHARES INDEX PORTFOLIO | Shares | NZ | 47.70% |
| HARBOUR NZ CORE FIXED INTEREST FUND | Bonds | NZ | 3.19% |
| HARBOUR ENHANCED CASH FUND | Cash | NZ | 2.02% |
| HARBOUR NZ SHARES INDEX FUND | Shares | NZ | 18.75% |
| MERCER HEDGED OVERSEAS SHARES INDEX PORTFOLIO | Shares | NZ | 13.21% |
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.