We invest in 30 of New Zealand's biggest listed companies, and locally issued bonds and debt instruments.
We are a predominantly passive investor, with about $1,018 million invested in 30 companies listed on the New Zealand share market, and over $421 million in NZ Bonds issued by the NZ Government, Local Authorities, and corporates.
All investments adhere to our Responsible Investment Policy.
And you can see every investment we make here.
$1,018 Million
In NZ listed companies
$421 Million
In NZ Bonds
Auckland International Airport Ltd
Argosy Property Trust
A2 Milk Company Ltd
Contact Energy Ltd
Ebos Group Ltd
Fisher & Paykel Healthcare Ltd
Goodman Property Trust
Infratil Ltd
Kiwi Property Group Ltd
Meridian Energy Limited
Manawa Energy Ltd
Property for Industry Ltd
Skellerup Holdings Ltd
Spark New Zealand Ltd
Tourism Holdings Ltd
Vital Healthcare Property Trust
Air New Zealand Ltd
Arvida Group Limited
Chorus Ltd
Fletcher Building Ltd
Freightways Group Ltd
Heartland Group Holdings Ltd
Mercury NZ Limited
Mainfreight Ltd
Precinct Properties NZ Ltd
Port of Tauranga Ltd
Ryman Healthcare Ltd
Stride Property Ltd
Summerset Group Holdings Ltd
Vector Ltd
And 26 Investment Grade Bonds
As at 29 February 2024
You can see which companies and bonds our funds are invested by using the Where in the world is my money? on our website, and clicking on New Zealand.
If you're a member, log in to your account and you can see exactly what you have invested by clicking on ‘Where in the World is my money?’ on the main menu.
We invest in companies that are included in the Morningstar New Zealand Index published by Morningstar and bonds included in Bloomberg NZBond Govt 0+ Index as calculated and published by Bloomberg.
Grab your IRD number and driver licence or passport, and fill in the form. We’ll do everything else %)
