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Direct holding

Which NZ managed funds hold BROADRIDGE FINANCIAL SOLUTIONS LLC?

33 funds hold BROADRIDGE FINANCIAL SOLUTIONS LLC directly, across 11 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

Direct holdings only. Funds that hold BROADRIDGE FINANCIAL SOLUTIONS LLC 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
Mint Diversified Growth FundMint0.690%
Evidential Sustainable Targeted Factor FundEvidential0.190%
Mint Diversified Income FundMint0.170%
Kernel Global ESG FundKernel0.120%
ACI Growth FundAACI0.040%
Simplicity Hedged Global Share FundSimplicity0.030%
Simplicity Unhedged Global Share FundSimplicity0.030%
Kernel S&P 500 (Unhedged) FundKernel0.030%
Kernel S&P 500 (NZD Hedged) FundKernel0.030%
Simplicity Growth Investment FundSimplicity0.020%
Simplicity High Growth Investment FundSimplicity0.020%
ACI Conservative FundAACI0.010%
Generate Focused Growth Managed FundGGenerate0.010%
Mercer All Country Global Shares Index FundMercer0.010%
Simplicity Balanced Investment FundSimplicity0.010%
Booster Shielded Growth FundBooster0.010%
AMP Balanced Managed FundAMP0.000%
AMP Growth Managed FundAMP0.000%
AMP Aggressive Managed FundAMP0.000%
ANZ Investments OneAnswer Balanced Growth FundANZ Investments0.000%
Harbour Balanced Growth FundHarbour0.000%
Mercer Responsible Balanced FundMercer0.000%
AMP International Shares Managed FundAMP0.000%
ANZ Investments OneAnswer International Share FundANZ Investments0.000%
Mercer Global Shares FundMercer0.000%
Simplicity Conservative Investment FundSimplicity0.000%
Kernel Balanced FundKernel0.000%
Kernel High Growth FundKernel0.000%
ANZ Investments OneAnswer Balanced FundANZ Investments0.000%
ANZ Investments OneAnswer Conservative FundANZ Investments0.000%
ANZ Investments OneAnswer Conservative Balanced FundANZ Investments0.000%
ANZ Investments OneAnswer Growth FundANZ Investments0.000%
ANZ Investments OneAnswer High Growth FundANZ Investments0.000%

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as BROADRIDGE FINANCIAL SOLUTIONS LLC — shown so you can check the grouping rather than take it on trust.

  • BROADRIDGE FINANCIAL SOLUTIONS INC
  • BROADRIDGE FINANCIAL SOLUTIONS LLC
  • Broadridge Financial Solutions Inc
  • Broadridge Financial Solutions Inc.
  • Broadridge Financial Solutions Llc
  • Broadridge Financial Solutions Ord Shs

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