Which New Zealand managed funds hold Altagas Ltd?

10 New Zealand managed funds hold Altagas Ltd as a direct holding, across 5 fund managers. Weights range from 0.000% to 0.090% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Altagas Ltd 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 Altagas Ltd?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.090% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Altagas Ltd?

10 funds hold Altagas Ltd directly, across 5 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 Altagas Ltd 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	0.090%
Kernel World ex-US Fund	Kernel	0.050%
Kernel High Growth Fund	Kernel	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Kernel Conservative Fund	Kernel	0.000%
Kernel Balanced Fund	Kernel	0.000%
Harbour Growth Fund	Harbour	0.000%
Harbour Balanced Fund	Harbour	0.000%

Funds holding Altagas Ltd usually also hold

Companies that appear alongside Altagas Ltd 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 Altagas Ltd — shown so you can check the grouping rather than take it on trust.

ALTAGAS LTD
AltaGas Ltd
Altagas Ltd

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