GOALSGETTER KIWISAVER SCHEME
Goalsgetter Milford Balanced 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
31 December 2025 → 31 March 2026
Entered
1
Exited
1
Grew / Shrank / Held
0 / 0 / 2
Entered the top 10
- Foreign currency exposure in the underlying fund as at 31 March 2026 was20.00% of fund
Exited the top 10
- Foreign currency exposure in the underlying fund as at 31 December 2025 waswas 21.10%
Current top holdings (31 March 2026)
| Asset | Class | Country | % of fund |
|---|---|---|---|
| Harbour Balanced Growth Fund Diversiͅed fund New Zealand - | — | — | 99.30% |
| Foreign currency exposure in the underlying fund as at 31 March 2026 was | — | — | 20.00% |
| The total value of the top 10 investments makes up | — | — | 100.00% |
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.