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A complete list of the Fund’s asset and investment managers (both those appointed by us and those who manage funds in which the Fund is invested) is published each year in our Annual Report. This list includes the value of the amount invested with each manager as at 30 June, and the percentage each mandate makes up of the total NZ Super Fund.

On this page we provide a current summary of our external manager relationships.

 

NZ Super Fund External Managers

 

Managers appointed since 1 July 2019
  
APPOINTED
FUND NAME AND FOCUS AREAS
TYPE
Hillwood 2019 US Industrial Club V - North American real estate Unlisted
Robeco 2019 Custom Index - multi-factor equities Listed
The Carlyle Group 2019 Diversified life and non-life insurance strategies Unlisted
Mandates closed since 1 July 2019
  
APPOINTED
FUND NAME AND FOCUS AREAS
TYPE
LSV Asset Management 2005 Segregated mandate - emerging markets equities Listed
Incumbent managers as at 30 June 2019
  
APPOINTED
FUND NAME AND FOCUS AREAS
TYPE
Adams Street Partners 2007 Adams Street Partnership Fund - 2007 Non-U.S. Fund - buyout, funds of funds Unlisted
Apollo Global Management LLC 2014 Financial Credit Investment II - US life settlements Unlisted
2017 Financial Credit Investment III - US life settlements Unlisted
AQR Capital Management, LLC 2009 CNH Convertible Arbitrage Fund - a diverse convertible arbitrage fund Listed
2016 Segregated mandate - multi-factor equities Listed
Ascribe Securities (formerly American Securities) 2010 American Securities Opportunity Fund II - distressed credit Unlisted
Bain Capital (formerly Sankaty Advisors) 2013 Sankaty Credit Opportunities V Europe - distressed credit Unlisted
BlackRock Financial Management 2016 Global Merger Partners LLC - merger arbitrage Listed
BlackRock Investment Management UK 2010 Segregated mandate - passive global fixed income Listed
2013 Segregated mandate - passive global equities Listed
Bridgewater Associates 2006 Bridgewater Pure Alpha Fund II, Limited - global macro Listed
Canyon Capital Advisors 2010 Canyon Distressed Opportunities Fund (Delaware) - distressed credit Unlisted
2016 Canyon NZSF DOF - distress credit managed account Unlisted
CIM 2019 North American Data Centre Portfolio Co-Investor, LLC – US & Canadian real estate Unlisted
CITP 2011 China Infrastructure Partners  - companies primarily engaged in the development, ownership or operation of infrastructure-related investments in China Unlisted
Coller Investment Management 2007 Coller International Partners V Fund - global private equity secondaries Listed
Devon Funds Management 2011 Segregated mandate - New Zealand active equities Listed
Direct Capital 2005 Direct Capital Partners III - New Zealand expansion capital Unlisted
2009 Direct Capital Partners IV - New Zealand expansion capital Unlisted
2014 George H Limited co-investment Listed and Unlisted
2016 Direct Capital Partners Fund V - New Zealand expansion capital Unlisted
Elementum Advisers 2010 Segregated mandate - natural catastrophe reinsurance Unlisted
FarmRight 2010 Rural land in New Zealand Unlisted
Global Forest Partners 2009 & 2012 AIF Properties - Australian Timber Unlisted
2010 Global Timber Investors 9 - timber assets in New Zealand, Australia, Asia, Africa and South America Unlisted
2007 Global Timber Investors 8 - timber assets in Australia, New Zealand and South America Unlisted
HarbourVest Partners 2006 HarbourVest International Private Equity Partnership V Fund - buyout, funds of funds Unlisted
H.R.L. Morrison & Co 2006 Global infrastructure mandate, which includes our investment in Retire Australia Both
2009 Public Infrastructure Partners Fund - social infrastructure such as educational and healthcare facilities, and student accommodation  Unlisted 
Kohlberg Kravis Roberts (KKR) 2007 KKR Asian Fund - Asian private equity Unlisted
2008 KKR 2006 Fund - global private equity Unlisted
2014 KKR Energy Income and Growth Fund (EIGF) and private equity investments in North American natural gas exploration and production, midstream, downstream and/or energy infrastructure and services Unlisted
Leadenhall Capital Partners 2013 Natural catastrophe reinsurance Unlisted
LSV Asset Management 2005 Segregated mandate - emerging markets equities Listed
Mint Asset Management 2015 Segregated mandate - New Zealand active equities Listed
Movac 2016 Movac Fund 4 LP - New Zealand expansion capital Unlisted
Neuberger Berman 2018 Neuberger Berman Principal Strategies Merger Fund (NZSF), LP - merger arbitrage Listed  
Northern Trust 2013 Segregated mandate - passive global equities Listed
2015 Segregated mandate - passive global fixed income Listed
2015 Passive emerging markets equities Listed
2016 Segregated mandate - multi-factor equities Listed
Pencarrow Private Equity 2011 Pencarrow IV Investment Fund - small and mid-market New Zealand businesses Unlisted
Pioneer Capital Partners 2013 Pioneer Capital Partners II - New Zealand expansion capital Unlisted
2016 Pioneer Capital Partners Fund III - New Zealand expansion capital Unlisted
State Street Global Advisors 2009 Segregated mandate - passive global listed equities Listed
Waterman Capital 2010 Waterman Fund II - small and mid-market New Zealand businesses Unlisted
Willis Bond & Co 2010 Willis Bond Institutional Partners - private equity real estate in New Zealand Unlisted
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