Which New Zealand managed funds hold Apollo Global Management?

23 New Zealand managed funds hold Apollo Global Management as a direct holding, across 4 fund managers. Weights range from 0.010% to 0.160% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Apollo Global Management 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 Apollo Global Management?

Booster Wealth Geared Growth Fund has the largest direct holding at 0.160% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Apollo Global Management?

23 funds hold Apollo Global Management directly, across 4 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 Apollo Global Management 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
Booster Wealth Geared Growth Fund	Booster	0.160%
Booster Socially Responsible High Growth Fund	Booster	0.150%
Booster Wealth High Growth Fund	Booster	0.130%
Booster Socially Responsible Growth Fund	Booster	0.110%
Booster Wealth Growth Fund	Booster	0.100%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.090%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.090%
Booster Wealth Balanced Fund	Booster	0.080%
Booster Socially Responsible Balanced Fund	Booster	0.080%
Simplicity Hedged Global Share Fund	Simplicity	0.070%
Simplicity Unhedged Global Share Fund	Simplicity	0.070%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.060%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.060%
Simplicity High Growth Investment Fund	Simplicity	0.050%
Booster Wealth Moderate Fund	Booster	0.050%
Simplicity Growth Investment Fund	Simplicity	0.040%
Kernel Global ESG Fund	Kernel	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Harbour Balanced Growth Fund	Harbour	0.020%
Booster Shielded Growth Fund	Booster	0.020%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%

Funds holding Apollo Global Management usually also hold

Companies that appear alongside Apollo Global Management in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Apollo Global Management — shown so you can check the grouping rather than take it on trust.

APOLLO GLOBAL MANAGEMENT INC
Apollo Global Management
Apollo Global Management Inc
Apollo Global Management Inc.

← All holdings