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SUPEREASY KIWISAVER SUPERANNUATION SCHEME

Growth 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 PORTFOLIO
    Shares
    28.79% of fund
  • HUNTER GLOBAL FIXED INTEREST FUND
    Bonds
    15.58% of fund
  • HARBOUR REAL ESTATE INVESTMENT FUND
    Property
    14.56% of fund
  • HARBOUR NZ SHARES INDEX FUND
    Shares
    14.25% of fund
  • MERCER HEDGED OVERSEAS SHARES INDEX PORTFOLIO
    Shares
    11.59% of fund
  • HARBOUR NZ CORE FIXED INTEREST FUND
    Bonds
    10.19% of fund
  • HARBOUR ENHANCED CASH FUND
    Cash
    5.04% of fund

Exited the top 10

  • Index Portfolio
    was 28.79%
  • Investment Fund
    was 14.56%
  • Fund
    was 14.25%
  • Shares Index Portfolio
    was 11.59%
  • Interest Fund
    was 10.19%
  • The top 7 investments make up 100% of the fund.
    was 5.00%

Current top holdings (7 September 2025)

AssetClassCountry% of fund
HARBOUR ENHANCED CASH FUNDCashNZ5.04%
MERCER OVERSEAS SHARES INDEX PORTFOLIOSharesNZ28.79%
HUNTER GLOBAL FIXED INTEREST FUNDBondsNZ15.58%
HARBOUR REAL ESTATE INVESTMENT FUNDPropertyNZ14.56%
HARBOUR NZ SHARES INDEX FUNDSharesNZ14.25%
MERCER HEDGED OVERSEAS SHARES INDEX PORTFOLIOSharesNZ11.59%
HARBOUR NZ CORE FIXED INTEREST FUNDBondsNZ10.19%

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.

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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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