Which New Zealand managed funds hold Arch Capital Group?

22 New Zealand managed funds hold Arch Capital Group as a direct holding, across 9 fund managers. Weights range from 0.000% to 0.550% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Arch Capital Group 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 Arch Capital Group?

BetaShares Global Quality Leaders Fund has the largest direct holding at 0.550% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Arch Capital Group?

22 funds hold Arch Capital Group directly, across 9 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 Arch Capital Group 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
BetaShares Global Quality Leaders Fund	BetaShares	0.550%
Evidential Sustainable Targeted Factor Fund	Evidential	0.460%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.320%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.320%
Summer Global Equities	Summer	0.150%
Summer Growth Selection	Summer	0.070%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.060%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.060%
Octagon Balanced Fund	Octagon	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.050%
Simplicity Unhedged Global Share Fund	Simplicity	0.050%
Summer Balanced Selection	Summer	0.050%
Simplicity High Growth Investment Fund	Simplicity	0.040%
Simplicity Growth Investment Fund	Simplicity	0.030%
Booster Shielded Growth Fund	Booster	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Summer Conservative Selection	Summer	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Arch Capital Group usually also hold

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

ARCH CAPITAL GROUP LTD
Arch Capital Group
Arch Capital Group Ltd
Arch Capital Group Ord Shs

← All holdings