Which New Zealand managed funds hold Big Yellow Group REIT?

11 New Zealand managed funds hold Big Yellow Group REIT as a direct holding, across 2 fund managers. Weights range from 0.000% to 0.010% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Big Yellow Group REIT 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 Big Yellow Group REIT?

Booster Wealth Growth Fund has the largest direct holding at 0.010% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Big Yellow Group REIT?

11 funds hold Big Yellow Group REIT directly, across 2 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 Big Yellow Group REIT 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
Booster Wealth Growth Fund	Booster	0.010%
Booster Wealth High Growth Fund	Booster	0.010%
Booster Wealth Geared Growth Fund	Booster	0.010%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding Big Yellow Group REIT usually also hold

Companies that appear alongside Big Yellow Group REIT in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as Big Yellow Group REIT — shown so you can check the grouping rather than take it on trust.

BIG YELLOW GROUP PLC REIT
Big Yellow Group REIT

← All holdings