Which New Zealand managed funds hold AMP Ltd?

19 New Zealand managed funds hold AMP Ltd as a direct holding, across 7 fund managers. Weights range from 0.000% to 1.07% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding AMP 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 AMP Ltd?

Smart Australian Mid Cap ETF has the largest direct holding at 1.07% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold AMP Ltd?

19 funds hold AMP Ltd directly, across 7 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 AMP 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
Smart Australian Mid Cap ETF	Smartshares	1.07%
Summer Australian Equities	Summer	0.450%
Smart Australian Financials ETF	Smartshares	0.370%
Smart Australian Top 200 ETF	Smartshares	0.120%
Summer Growth Selection	Summer	0.050%
ACI Growth Fund	ACI	0.030%
Octagon Balanced Fund	Octagon	0.030%
Summer Balanced Selection	Summer	0.030%
Summer Conservative Selection	Summer	0.020%
ACI Conservative Fund	ACI	0.010%
AMP Growth Managed Fund	AMP	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Milford Active Growth Fund	Milford	0.010%
AMP Balanced Managed Fund	AMP	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%
Harbour Growth Fund	Harbour	0.000%
Harbour Balanced Fund	Harbour	0.000%

Funds holding AMP Ltd usually also hold

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

AMP LIMITED
AMP Limited
AMP Ltd

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