Which New Zealand managed funds hold Apple?

75 New Zealand managed funds hold Apple as a direct holding, across 23 fund managers. Weights range from 0.040% to 10.98% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Apple 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 Apple?

Kernel S&P Global 100 (NZD Hedged) Fund has the largest direct holding at 10.98% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Apple?

75 funds hold Apple directly, across 23 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 Apple 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
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	10.98%
Kernel S&P Global 100 Fund	Kernel	10.95%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	6.70%
Kernel S&P 500 (Unhedged) Fund	Kernel	6.68%
Simplicity Hedged Global Share Fund	Simplicity	5.88%
Simplicity Unhedged Global Share Fund	Simplicity	5.87%
Mercer Core Hedged Global Shares Fund	Mercer	4.92%
Mercer Responsible Global Shares Fund	Mercer	4.90%
AMP International Shares Managed Fund	AMP	4.84%
Mercer Core Global Shares Fund	Mercer	4.82%
Clarity Global Shares Fund	Clarity	4.62%
Kernel Global ESG Fund	Kernel	4.53%
Kernel High Growth Fund	Kernel	4.45%
Mercer Global Shares Fund	Mercer	4.30%
BetaShares Global Sustainability Leaders Fund	BetaShares	4.25%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	4.25%
Simplicity High Growth Investment Fund	Simplicity	4.24%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	4.16%
Mercer All Country Global Shares Index Fund	Mercer	4.15%
Harbour T. Rowe Price Global Equity Fund	Harbour	3.99%
Milford Global Equity Fund	Milford	3.93%
Simplicity Growth Investment Fund	Simplicity	3.45%
Pie Global Growth Fund 2	Pie Funds	3.39%
Pathfinder Global Responsibility Fund	Pathfinder	3.38%
Booster Wealth Geared Growth Fund	Booster	3.22%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	3.06%
Booster Socially Responsible High Growth Fund	Booster	2.87%
ACI Growth Fund	AACI	2.74%
Booster Wealth High Growth Fund	Booster	2.62%
Generate Focused Growth Managed Fund	GGenerate	2.56%
Simplicity Balanced Investment Fund	Simplicity	2.56%
AMP Aggressive Managed Fund	AMP	2.51%
Kernel Balanced Fund	Kernel	2.36%
Milford Aggressive Fund	Milford	2.28%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	2.26%
Booster Socially Responsible Growth Fund	Booster	2.24%
NZ Funds Global Shares	NZ Funds	2.21%
Booster Shielded Growth Fund	Booster	2.17%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	2.13%
AMP Growth Managed Fund	AMP	2.02%
Aurellan Global Shares Fund	AAurellan	2.01%
Aurellan Hedged Global Shares Fund	AAurellan	2.01%
Mercer Responsible Balanced Fund	Mercer	2.00%
Booster Wealth Growth Fund	Booster	2.00%
Summer Global Equities	Summer	1.90%
SBS Wealth World Equity Portfolio	SBS Wealth	1.86%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	1.80%
Pathfinder Ethical Growth Fund	Pathfinder	1.79%
Harbour Balanced Growth Fund	Harbour	1.67%
Booster Socially Responsible Balanced Fund	Booster	1.67%
Booster Wealth Balanced Fund	Booster	1.49%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	1.48%
AMP Balanced Managed Fund	AMP	1.47%
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	1.32%
Fisher Funds Global Fund	Fisher Funds	1.14%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	1.14%
Mint Diversified Growth Fund	Mint	1.07%
Booster Wealth Moderate Fund	Booster	0.910%
Summer Growth Selection	Summer	0.870%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.840%
SBS Wealth Balanced Strategy	SBS Wealth	0.840%
Simplicity Conservative Investment Fund	Simplicity	0.820%
ACI Conservative Fund	AACI	0.810%
Milford Balanced Fund	Milford	0.630%
Octagon Balanced Fund	Octagon	0.600%
Summer Balanced Selection	Summer	0.600%
Fisher Funds Growth Fund	Fisher Funds	0.580%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.480%
SBS Wealth Conservative Strategy	SBS Wealth	0.410%
Summer Conservative Selection	Summer	0.280%
Milford Active Growth Fund	Milford	0.180%
Fisher Funds Conservative Fund	Fisher Funds	0.130%
Milford Conservative Fund	Milford	0.090%
Russell Investments Global Fixed Interest Fund	Russell Investments	0.050%
Harbour Income Fund	Harbour	0.040%

Funds holding Apple usually also hold

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

APPLE INC
Apple
Apple Inc
Apple Inc.

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