Which New Zealand managed funds hold Alcon?

34 New Zealand managed funds hold Alcon as a direct holding, across 11 fund managers. Weights range from 0.000% to 3.85% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Alcon 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 Alcon?

Stewart Investors Worldwide Leaders Fund has the largest direct holding at 3.85% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Alcon?

34 funds hold Alcon directly, across 11 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 Alcon 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
Stewart Investors Worldwide Leaders Fund	Stewart Investors	3.85%
Summer Global Equities	Summer	1.05%
Summer Growth Selection	Summer	0.480%
Octagon Balanced Fund	Octagon	0.330%
Summer Balanced Selection	Summer	0.330%
AMP International Shares Managed Fund	AMP	0.190%
Kernel World ex-US Fund	Kernel	0.170%
Summer Conservative Selection	Summer	0.160%
AMP Aggressive Managed Fund	AMP	0.100%
AMP Growth Managed Fund	AMP	0.080%
AMP Balanced Managed Fund	AMP	0.060%
Simplicity Hedged Global Share Fund	Simplicity	0.060%
Simplicity Unhedged Global Share Fund	Simplicity	0.060%
Mercer All Country Global Shares Index Fund	Mercer	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Simplicity Growth Investment Fund	Simplicity	0.030%
ACI Growth Fund	AACI	0.020%
Kernel High Growth Fund	Kernel	0.020%
Kernel Global ESG Fund	Kernel	0.020%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Kernel Balanced Fund	Kernel	0.010%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.010%
ACI Conservative Fund	AACI	0.000%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%

Funds holding Alcon usually also hold

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

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as Alcon — shown so you can check the grouping rather than take it on trust.

ALCON AG
ALCON AG CHF
Alcon
Alcon AG
Alcon Ag

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