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.
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.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
Compare
Learn
Important Information and Disclosure
The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
All information displayed is sourced from scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.
FundCompare.co.nz may receive referral fees or commissions from scheme providers if you sign up via links on this website. These payments do not influence the order, ranking, or inclusion of products displayed.
For more information, please see our Terms of Service, Privacy Policy, and Disclosure Statement.
This website is operated by FundCompare.co.nz and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. FundCompare.co.nz is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.
© 2026 FundCompare.co.nz. All rights reserved.