Which New Zealand managed funds hold Challenger Financial Service?

12 New Zealand managed funds hold Challenger Financial Service as a direct holding, across 6 fund managers. Weights range from 0.000% to 2.65% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Challenger Financial Service 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 Challenger Financial Service?

Devon Dividend Yield Fund has the largest direct holding at 2.65% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Challenger Financial Service?

12 funds hold Challenger Financial Service directly, across 6 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 Challenger Financial Service 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
Devon Dividend Yield Fund	Devon	2.65%
Devon Australian Fund	Devon	2.46%
Pathfinder Ethical Trans-Tasman Fund	Pathfinder	1.51%
Clarity Trans-Tasman Value Fund	Clarity	1.31%
Mint Australasian Equity Fund	Mint	0.810%
Salt Long Short Fund	Salt	0.480%
Pathfinder Ethical Growth Fund	Pathfinder	0.320%
Mint Diversified Income Fund	Mint	0.120%
Mint Diversified Growth Fund	Mint	0.110%
Milford Active Growth Fund	Milford	0.010%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%

Funds holding Challenger Financial Service usually also hold

Companies that appear alongside Challenger Financial Service in the same funds' filings.

← All holdings