Which New Zealand managed funds hold Challenger?

41 New Zealand managed funds hold Challenger as a direct holding, across 11 fund managers. Weights range from 0.010% to 4.28% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Challenger 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?

Harbour Australasian Equity Focus Fund has the largest direct holding at 4.28% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Challenger?

41 funds hold Challenger directly, across 11 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 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
Harbour Australasian Equity Focus Fund	Harbour	4.28%
Harbour Australasian Equity Fund	Harbour	2.33%
Harbour Long Short Fund	Harbour	2.14%
Harbour Australasian Equity Income Fund	Harbour	2.07%
Smart Australian Mid Cap ETF	Smartshares	1.48%
BetaShares Australian Sustainability Leaders Fund	BetaShares	1.10%
Summer Australian Equities	Summer	0.850%
ANZ Investments OneAnswer Australian Share Fund	ANZ Investments	0.790%
Harbour Income Fund	Harbour	0.720%
Mercer Responsible Trans-Tasman Shares Fund	Mercer	0.520%
Smart Australian Financials ETF	Smartshares	0.520%
Harbour Balanced Growth Fund	Harbour	0.210%
Smart Australian Top 200 ETF	Smartshares	0.170%
BetaShares Australia 200 Fund	BetaShares	0.160%
Smart Australian Dividend ETF	Smartshares	0.150%
Summer Growth Selection	Summer	0.100%
Mercer Responsible Balanced Fund	Mercer	0.070%
Booster Wealth Geared Growth Fund	Booster	0.070%
ACI Growth Fund	AACI	0.060%
Octagon Balanced Fund	Octagon	0.060%
Booster Wealth High Growth Fund	Booster	0.060%
Summer Balanced Selection	Summer	0.060%
Booster Wealth Growth Fund	Booster	0.050%
Booster Wealth Balanced Fund	Booster	0.040%
Booster Socially Responsible Growth Fund	Booster	0.040%
Booster Socially Responsible High Growth Fund	Booster	0.040%
Summer Conservative Selection	Summer	0.040%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.030%
Booster Wealth Moderate Fund	Booster	0.030%
Booster Socially Responsible Balanced Fund	Booster	0.030%
ACI Conservative Fund	AACI	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
AMP Balanced Managed Fund	AMP	0.010%
AMP Growth Managed Fund	AMP	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%

Funds holding Challenger usually also hold

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

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Challenger — shown so you can check the grouping rather than take it on trust.

CHALLENGER LIMITED
Challenger
Challenger Limited
Challenger Ltd

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