MARITIME KIWISAVER SCHEME
Balanced Portfolio — 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 |
|---|---|---|---|
| NIKKO WHOLESALE NZ BOND FUND | Bonds | NZ | 9.09% |
| NIKKO GLOBAL BOND FUND | Bonds | NZ | 6.86% |
| NIKKO WHOLESALE NZ CASH FUND | Cash | NZ | 5.06% |
| SALT CORE EQUITY FUND | Shares | NZ | 4.50% |
| FISHER INSTITUTIONAL AUSTRALIAN EQUITY FUND | Shares | NZ | 4.30% |
| MERCER OVERSEAS SHARES INDEX PORTFOLIO | Shares | NZ | 23.97% |
| NIKKO WHOLESALE GLOBAL EQUITY HEDGED FUND | Shares | NZ | 22.97% |
| HUNTER GLOBAL FIXED INTEREST FUND | Bonds | NZ | 20.72% |
| FISHER INSTITUTIONAL TRANS TASMAN EQUITY FUND | Shares | NZ | 2.52% |
| NIKKO MULTI-STRATEGY FUND | Other | NZ | 0.01% |
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.