SIMPLICITY KIWISAVER 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
31 December 2025 → 31 March 2026
Entered
0
Exited
0
Grew / Shrank / Held
1 / 3 / 6
Increased weighting
- Simplicity Living Ltd Ordinary Shares6.11% → 7.02% (+0.91 pp)
Decreased weighting
- Microsoft Corporation3.13% → 2.58% (-0.55 pp)
- Cash at Bank1.78% → 1.45% (-0.33 pp)
- Auckland International Airport Ltd1.39% → 1.33% (-0.06 pp)
Current top holdings (31 March 2026)
| Asset | Class | Country | % of fund |
|---|---|---|---|
| Simplicity Living Ltd Ordinary Shares | — | — | 7.02% |
| NVIDIA Corp | — | — | 3.83% |
| Apple Inc | — | — | 3.45% |
| Microsoft Corporation | — | — | 2.58% |
| Fisher & Paykel Healthcare Ltd | — | — | 2.27% |
| Amazon.Com Inc | — | — | 1.89% |
| Alphabet Inc Class A | — | — | 1.56% |
| Cash at Bank | — | — | 1.45% |
| Broadcom Inc | — | — | 1.35% |
| Auckland International Airport Ltd | — | — | 1.33% |
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.