Which New Zealand managed funds hold Coles Group?

31 New Zealand managed funds hold Coles Group as a direct holding, across 12 fund managers. Weights range from 0.000% to 6.13% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Coles Group 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 Coles Group?

Smart Australian Dividend ETF has the largest direct holding at 6.13% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Coles Group?

31 funds hold Coles Group directly, across 12 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 Coles Group 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
Smart Australian Dividend ETF	Smartshares	6.13%
Devon Australian Fund	Devon	2.05%
Smart Australian Top 20 ETF	Smartshares	1.79%
Devon Trans-Tasman Fund	Devon	1.60%
Harbour Australasian Equity Income Fund	Harbour	1.25%
BetaShares Australia 200 Fund	BetaShares	1.15%
Smart Australian Top 200 ETF	Smartshares	1.09%
Devon Dividend Yield Fund	Devon	1.07%
Summer Australian Equities	Summer	0.550%
Harbour Income Fund	Harbour	0.410%
Generate Focused Growth Managed Fund	GGenerate	0.360%
Kernel World ex-US Fund	Kernel	0.090%
Booster Shielded Growth Fund	Booster	0.070%
Kernel Global ESG Fund	Kernel	0.070%
Summer Growth Selection	Summer	0.070%
ACI Growth Fund	AACI	0.060%
AMP Growth Managed Fund	AMP	0.060%
AMP Aggressive Managed Fund	AMP	0.060%
Kernel High Growth Fund	Kernel	0.060%
Harbour Balanced Growth Fund	Harbour	0.050%
AMP Balanced Managed Fund	AMP	0.040%
Octagon Balanced Fund	Octagon	0.040%
Kernel Balanced Fund	Kernel	0.040%
Summer Balanced Selection	Summer	0.040%
ACI Conservative Fund	AACI	0.020%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Summer Conservative Selection	Summer	0.020%
Mercer Responsible Balanced Fund	Mercer	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Mercer Core Global Shares Fund	Mercer	0.000%
Mercer Core Hedged Global Shares Fund	Mercer	0.000%

Funds holding Coles Group usually also hold

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

COLES GROUP LTD
Coles Group
Coles Group Limited
Coles Group Ltd

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