The NZ Core Equity Trust aims to provide investors with the benefits of long-term capital growth by investing in a diversified portfolio of financial products listed in New Zealand, with increased exposure to small companies and value companies relative to a market weighted portfolio.

DFA Australia Limited is the investment manager for The NZ Core Equity Trust. DFA Australia Limited is the Australian subsidiary of Dimensional Fund Advisors LP, which is based in the United States and was formed in 1981.

Videos

TOP 10 HOLDINGS

The table shows holdings as at 31 July 2017. Updated monthly.

TICKER ISSUER WEIGHTING
RYM Ryman Healthcare Limited 4.91%
AIA Auckland International Airport Limited 4.91%
FPH Fisher & Paykel Healthcare Limited 4.81%
SPK Spark NZ Limited 4.78%
SKC Sky City Limited 4.62%
CEN Contact Energy Limited 4.53%
MEL Meridian Energy Limited 4.51%
ATM A2 Milk Company Limited 3.78%
AIR Air New Zealand Limited 3.71%
FBU Fletcher Building Limited 3.43%


How To Apply

You can only invest in the NZ Core Equity Trust through a custodial service provider authorised by us. The custodial service provider will be the registered owner of your units in the NZ Core Equity Trust, while you will be the beneficial owner. To invest in the NZ Core Equity Trust, talk to your financial adviser, as many financial advisers have arrangements with custodial service providers authorised by us that allow their clients to invest.


Smartshares Limited is the issuer of the NZ Core Equity Trust. The Product Disclosure Statement for the NZ Core Equity Trust is availableSmartshares Limited is the issuer of the NZ Core Equity Trust. The Product Disclosure Statement for the NZ Core Equity Trust is available on the Legal Documents page.