Which New Zealand managed funds hold Aon PLC?

26 New Zealand managed funds hold Aon PLC as a direct holding, across 7 fund managers. Weights range from 0.000% to 1.45% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Aon PLC 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 Aon PLC?

Mint Diversified Growth Fund has the largest direct holding at 1.45% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Aon PLC?

26 funds hold Aon PLC 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 Aon PLC 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
Mint Diversified Growth Fund	Mint	1.45%
Mint Diversified Income Fund	Mint	0.420%
Kernel S&P Global 100 Fund	Kernel	0.200%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.200%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.120%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.120%
Kernel Global ESG Fund	Kernel	0.120%
Simplicity Hedged Global Share Fund	Simplicity	0.110%
Simplicity Unhedged Global Share Fund	Simplicity	0.110%
Simplicity High Growth Investment Fund	Simplicity	0.080%
Kernel High Growth Fund	Kernel	0.080%
Simplicity Growth Investment Fund	Simplicity	0.060%
Simplicity Balanced Investment Fund	Simplicity	0.050%
Booster Shielded Growth Fund	Booster	0.040%
Kernel Balanced Fund	Kernel	0.040%
Schroder Sustainable Global Core PIE Fund	Schroders	0.030%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.030%
Harbour Balanced Growth Fund	Harbour	0.020%
Simplicity Conservative Investment Fund	Simplicity	0.020%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%

Funds holding Aon PLC usually also hold

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

AON CORP
AON PLC
AON PLC CLASS A
Aon PLC
Aon plc

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