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ManagedFunds.nz
BHP

Direct holding

Which NZ managed funds hold BHP?

38 funds hold BHP directly, across 15 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

Direct holdings only. Funds that hold BHP 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.

FundManager% of fund
Smart Australian Resources ETFSmartshares35.17%
Smart Australian Top 20 ETFSmartshares15.55%
ANZ Investments OneAnswer Australian Share FundANZ Investments12.05%
Summer Australian EquitiesSummer9.69%
BetaShares Australia 200 FundBetaShares9.66%
Smart Australian Top 200 ETFSmartshares9.45%
Fisher Funds Australian Growth FundFisher Funds8.87%
Devon Australian FundDevon8.68%
Clarity Trans-Tasman Value FundClarity6.89%
Milford Trans-Tasman Equity FundMilford5.57%
Milford Australian Absolute Growth FundMilford5.18%
Clarity Dividend Yield FundClarity4.48%
Fisher Funds Trans Tasman Equity TrustFisher Funds4.35%
Devon Trans-Tasman FundDevon4.04%
Devon Dividend Yield FundDevon2.82%
Summer Growth SelectionSummer1.31%
Milford Aggressive FundMilford1.08%
Fisher Funds Growth FundFisher Funds1.07%
Octagon Balanced FundOctagon0.820%
Summer Balanced SelectionSummer0.820%
Booster Shielded Growth FundBooster0.620%
Milford Diversified Income FundMilford0.540%
Milford Balanced FundMilford0.520%
Summer Conservative SelectionSummer0.450%
Summer Global EquitiesSummer0.310%
Simplicity Hedged Global Share FundSimplicity0.270%
Simplicity Unhedged Global Share FundSimplicity0.270%
Simplicity High Growth Investment FundSimplicity0.200%
Fisher Funds Conservative FundFisher Funds0.190%
Milford Conservative FundMilford0.170%
Simplicity Growth Investment FundSimplicity0.160%
Simplicity Balanced Investment FundSimplicity0.120%
Milford Active Growth FundMilford0.100%
Harbour Balanced Growth FundHarbour0.040%
Simplicity Conservative Investment FundSimplicity0.040%
Te Ahumairangi Global Equity FundTe Ahumairangi0.020%
Mercer Global Shares FundMercer0.010%
Salt Long Short FundSalt-1.010%

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as BHP — shown so you can check the grouping rather than take it on trust.

  • BHP
  • BHP GROUP LTD NPV
  • BHP GROUP ORD
  • BHP Group Limited
  • BHP Group Ltd

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