Shares and Bonds

We invest in 24 of New Zealand's biggest listed companies, and locally issued bonds and debt instruments.

Investing in NZ listed companies and high-quality bonds

We are a predominantly passive investor, with about $1,656 million invested in 24 companies listed on the New Zealand share market, and over $312 million in NZ Bonds issued by the NZ Government, Local Authorities, and corporates.

 

Our NZ Share Portfolio tracks the Morningstar New Zealand index and invests in in New Zealand's largest listed companies. Our NZ Fixed Income portfolio invests in bonds included in Bloomberg NZBond Govt 0+ Index.

All investments adhere to our Responsible Investment Policy.

And you can see every investment we make here.

Across the nation

Investments

$1,656 Million

In NZ listed companies

$312 Million

In NZ Bonds

Companies

Auckland International Airport Ltd

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

Property for Industry Ltd

Skellerup Holdings Ltd

Spark New Zealand Ltd

Air New Zealand Ltd

Chorus Ltd

Fletcher Building Ltd

Freightways Group Ltd

Mercury NZ Limited

Mainfreight Ltd

Precinct Properties NZ Ltd

Port of Tauranga Ltd

Ryman Healthcare Ltd

Summerset Group Holdings Ltd

Vector Ltd

And 14 Investment Grade Bonds

Vital Healthcare Property Trust

As at 31 August 2026

Frequently asked questions

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.

Minutes to join

Grab your IRD number and driver licence or passport, and fill in the form. We’ll do everything else %)