INVESTNOW KIWISAVER SCHEME
Investnow Foundation Series Hedged Us 500 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.
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 |
|---|---|---|---|
| VANGUARD S&P 500 ETF | Shares | US | 98.30% |
| FORWARD CONTRACT | Other | NZ | 1.40% |
| CASH AT BANK (BNZ) | Cash | NZ | 0.30% |
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.