Which New Zealand managed funds hold Ageas?

15 New Zealand managed funds hold Ageas as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.100% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Ageas indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Ageas?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.100% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Ageas?

15 funds hold Ageas directly, across 6 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Ageas indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Evidential Sustainable Targeted Factor Fund	Evidential	0.100%
Kernel World ex-US Fund	Kernel	0.060%
Kernel Global ESG Fund	Kernel	0.040%
Schroder Sustainable Global Core PIE Fund	Schroders	0.040%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Ageas usually also hold

Companies that appear alongside Ageas in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Ageas — shown so you can check the grouping rather than take it on trust.

AGEAS
AGEAS SA
Ageas

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