SBS WEALTH KIWISAVER SCHEME
Lifestages Auto Option Age 65+ — 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 |
|---|---|---|---|
| DIMENSIONAL FIVE-YEAR DIVERSIFIED FIXED INTEREST PIE FUND | Bonds | NZ | 4.40% |
| DIMENSIONAL TWO-YEAR SUSTAINABILITY FIXED INTEREST PIE FUND | Bonds | NZ | 2.92% |
| CASH DEPOSIT (ANZ BANK) | Cash | NZ | 2.82% |
| HARBOUR NZ CORE FIXED INTEREST FUND | Bonds | NZ | 15.62% |
| DIMENSIONAL GLOBAL BOND SUSTAINABILITY PIE FUND | Bonds | NZ | 13.87% |
| BNZ WHOLESALE NZ CASH FUND PIE | Cash | NZ | 13.77% |
| ISHARES GLOBAL AGGREGATE BOND ESG UCITS ETF NZD HEDGED | Bonds | IE | 10.91% |
| DIMENSIONAL GLOBAL SUSTAINABILITY PIE FUND (NZD HEDGED) | Shares | NZ | 10.63% |
| DIMENSIONAL AUSTRALIAN SUSTAINABILITY PIE FUND | Shares | NZ | 1.52% |
| SCHRODER GLOBAL EMERGING MARKETS FUND | Shares | AU | 1.41% |
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.