Which New Zealand managed funds hold Atlas Arteria?

23 New Zealand managed funds hold Atlas Arteria as a direct holding, across 9 fund managers. Weights range from 0.000% to 1.52% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Atlas Arteria 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 Atlas Arteria?

Smart Australian Dividend ETF has the largest direct holding at 1.52% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Atlas Arteria?

23 funds hold Atlas Arteria 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 Atlas Arteria 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 Dividend ETF	Smartshares	1.52%
Harbour Australasian Equity Income Fund	Harbour	1.45%
Smart Australian Mid Cap ETF	Smartshares	1.34%
Summer Australian Equities	Summer	0.870%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.460%
Harbour Income Fund	Harbour	0.320%
QuayStreet Income Fund	QuayStreet	0.170%
Kernel Global Infrastructure Fund	Kernel	0.170%
BetaShares Australia 200 Fund	BetaShares	0.160%
Smart Australian Top 200 ETF	Smartshares	0.150%
Summer Growth Selection	Summer	0.110%
Octagon Balanced Fund	Octagon	0.070%
Summer Balanced Selection	Summer	0.070%
Harbour Balanced Growth Fund	Harbour	0.050%
Summer Conservative Selection	Summer	0.040%
Kernel Balanced Fund	Kernel	0.020%
Kernel High Growth Fund	Kernel	0.020%
Milford Diversified Income Fund	Milford	0.010%
Kernel World ex-US Fund	Kernel	0.010%
Kernel Global ESG Fund	Kernel	0.010%
Milford Active Growth Fund	Milford	0.000%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%

Funds holding Atlas Arteria usually also hold

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

ATLAS ARTERIA LTD
Atlas Arteria
Atlas Arteria Group
Atlas Arteria Ltd
Atlas Arteria ORD

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