Which New Zealand managed funds hold Carrier Global Corp?

25 New Zealand managed funds hold Carrier Global Corp as a direct holding, across 5 fund managers. Weights range from 0.010% to 0.330% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Carrier Global Corp 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 Carrier Global Corp?

Milford Global Equity Fund has the largest direct holding at 0.330% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Carrier Global Corp?

25 funds hold Carrier Global Corp directly, across 5 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 Carrier Global Corp 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
Milford Global Equity Fund	Milford	0.330%
Milford Aggressive Fund	Milford	0.240%
Booster Wealth Geared Growth Fund	Booster	0.150%
Booster Socially Responsible High Growth Fund	Booster	0.130%
Booster Wealth High Growth Fund	Booster	0.120%
Booster Socially Responsible Growth Fund	Booster	0.100%
Booster Wealth Growth Fund	Booster	0.090%
Booster Socially Responsible Balanced Fund	Booster	0.080%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.080%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.080%
Simplicity Hedged Global Share Fund	Simplicity	0.070%
Simplicity Unhedged Global Share Fund	Simplicity	0.070%
Booster Wealth Balanced Fund	Booster	0.070%
Milford Balanced Fund	Milford	0.050%
Simplicity High Growth Investment Fund	Simplicity	0.050%
Simplicity Growth Investment Fund	Simplicity	0.040%
Booster Wealth Moderate Fund	Booster	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Milford Active Growth Fund	Milford	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Milford Conservative Fund	Milford	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%

Funds holding Carrier Global Corp usually also hold

Companies that appear alongside Carrier Global Corp 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 Carrier Global Corp — shown so you can check the grouping rather than take it on trust.

CARRIER GLOBAL CORP
Carrier Global Corp

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