Which New Zealand managed funds hold AXA?

45 New Zealand managed funds hold AXA as a direct holding, across 10 fund managers. Weights range from 0.010% to 0.870% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding AXA 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 AXA?

BetaShares Global Sustainability Leaders Fund has the largest direct holding at 0.870% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold AXA?

45 funds hold AXA directly, across 10 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 AXA 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 Sustainability Leaders Fund	BetaShares	0.870%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.870%
Pathfinder Global Responsibility Fund	Pathfinder	0.340%
Kernel World ex-US Fund	Kernel	0.340%
Kernel Global ESG Fund	Kernel	0.290%
Booster Wealth Geared Growth Fund	Booster	0.250%
AMP International Shares Managed Fund	AMP	0.230%
Booster Socially Responsible High Growth Fund	Booster	0.220%
Kernel S&P Global 100 Fund	Kernel	0.220%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.220%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.210%
Booster Wealth High Growth Fund	Booster	0.200%
Pathfinder Ethical Growth Fund	Pathfinder	0.180%
Booster Socially Responsible Growth Fund	Booster	0.170%
Booster Wealth Growth Fund	Booster	0.150%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.150%
Simplicity Unhedged Global Share Fund	Simplicity	0.130%
Booster Socially Responsible Balanced Fund	Booster	0.130%
AMP Aggressive Managed Fund	AMP	0.120%
Simplicity Hedged Global Share Fund	Simplicity	0.120%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.120%
Booster Wealth Balanced Fund	Booster	0.110%
Kernel High Growth Fund	Kernel	0.110%
AMP Growth Managed Fund	AMP	0.100%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.100%
Mercer All Country Global Shares Index Fund	Mercer	0.100%
Simplicity High Growth Investment Fund	Simplicity	0.090%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.080%
AMP Balanced Managed Fund	AMP	0.070%
Simplicity Growth Investment Fund	Simplicity	0.070%
Booster Wealth Moderate Fund	Booster	0.070%
Mercer Global Shares Fund	Mercer	0.060%
Kernel Balanced Fund	Kernel	0.060%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.060%
Mercer Core Global Shares Fund	Mercer	0.050%
Mercer Core Hedged Global Shares Fund	Mercer	0.050%
Mercer Responsible Global Shares Fund	Mercer	0.050%
Simplicity Balanced Investment Fund	Simplicity	0.050%
ACI Growth Fund	AACI	0.040%
Mercer Responsible Balanced Fund	Mercer	0.030%
Booster Shielded Growth Fund	Booster	0.030%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.030%
Harbour Balanced Growth Fund	Harbour	0.020%
Simplicity Conservative Investment Fund	Simplicity	0.020%
ACI Conservative Fund	AACI	0.010%

Funds holding AXA usually also hold

Companies that appear alongside AXA in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as AXA — shown so you can check the grouping rather than take it on trust.

AXA
AXA SA
Axa

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