Which New Zealand managed funds hold CALIX LTD?

11 New Zealand managed funds hold CALIX LTD as a direct holding, across 4 fund managers. Weights range from 0.000% to 0.060% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding CALIX LTD 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 CALIX LTD?

AMP Aggressive Managed Fund has the largest direct holding at 0.060% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold CALIX LTD?

11 funds hold CALIX LTD directly, across 4 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 CALIX LTD 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
AMP Aggressive Managed Fund	AMP	0.060%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.040%
AMP Balanced Managed Fund	AMP	0.030%
AMP Growth Managed Fund	AMP	0.030%
Mercer Core Global Shares Fund	Mercer	0.020%
Mercer Core Hedged Global Shares Fund	Mercer	0.020%
Mercer Responsible Global Shares Fund	Mercer	0.010%
Mercer Global Shares Fund	Mercer	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%

Funds holding CALIX LTD usually also hold

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

CALIX INC
CALIX INC COM
CALIX LTD

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