Which New Zealand managed funds hold Ebos?

86 New Zealand managed funds hold Ebos as a direct holding, across 26 fund managers. Weights range from 0.000% to 6.62% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Ebos 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 Ebos?

Mint New Zealand SRI Equity Fund has the largest direct holding at 6.62% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Ebos?

86 funds hold Ebos directly, across 26 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 Ebos 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
Mint New Zealand SRI Equity Fund	Mint	6.62%
Mint Australasian Equity Fund	Mint	6.50%
Fisher Funds New Zealand Growth Fund	Fisher Funds	5.72%
ANZ Investments OneAnswer New Zealand Share Fund	ANZ Investments	5.27%
Harbour Sustainable NZ Shares Fund	Harbour	5.21%
Smart NZ Top 10 ETF	Smartshares	5.19%
Harbour NZ Index Shares Fund	Harbour	5.07%
Smart NZ Top 50 ETF	Smartshares	5.07%
Octagon New Zealand Equities Fund	Octagon	4.97%
Amova Core Equity Fund	Amova	4.72%
QuayStreet NZ Equity Fund	QuayStreet	4.52%
Harbour Australasian Equity Income Fund	Harbour	4.48%
Clarity New Zealand Equity Fund	Clarity	4.34%
Devon Dividend Yield Fund	Devon	4.29%
SBS Wealth Australasian Equity Portfolio	SBS Wealth	4.25%
Salt NZ Dividend Appreciation Fund	Salt	4.19%
Mercer Responsible Trans-Tasman Shares Fund	Mercer	4.15%
Pathfinder Ethical Trans-Tasman Fund	Pathfinder	4.01%
BetaShares NZ Sustainability Leaders Fund	BetaShares	3.58%
TAHITO Te Tai o Rehua Fund	TAHITO	3.55%
Harbour Australasian Equity Fund	Harbour	3.54%
Mercer NZ Shares Passive Fund	Mercer	3.44%
Simplicity NZ Share Fund	Simplicity	3.19%
Clarity Trans-Tasman Value Fund	Clarity	3.05%
Fisher Funds Trans Tasman Equity Trust	Fisher Funds	2.99%
Harbour Australasian Equity Focus Fund	Harbour	2.98%
Castle Point Trans-Tasman Fund	Castle Point	2.97%
NZ Funds New Zealand and Australian Shares	NZ Funds	2.83%
Salt Long Short Fund	Salt	2.20%
Devon Trans-Tasman Fund	Devon	2.19%
Milford Trans-Tasman Equity Fund	Milford	1.96%
Devon Australian Fund	Devon	1.87%
Amova Concentrated Equity Fund	Amova	1.71%
Clarity Dividend Yield Fund	Clarity	1.67%
Harbour Income Fund	Harbour	1.43%
Kernel NZ 50 ESG Tilted Fund	Kernel	1.27%
Mercer Income Generator Fund	Mercer	1.04%
Mint Diversified Income Fund	Mint	1.00%
Booster Wealth Geared Growth Fund	Booster	0.940%
Mint Diversified Growth Fund	Mint	0.910%
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	0.880%
Pathfinder Ethical Growth Fund	Pathfinder	0.850%
Summer Growth Selection	Summer	0.830%
Kernel High Growth Fund	Kernel	0.780%
Booster Wealth High Growth Fund	Booster	0.760%
Fisher Funds Growth Fund	Fisher Funds	0.730%
Generate Focused Growth Managed Fund	GGenerate	0.730%
Booster Socially Responsible High Growth Fund	Booster	0.710%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.710%
Booster Wealth Growth Fund	Booster	0.660%
Harbour Balanced Growth Fund	Harbour	0.640%
SBS Wealth Balanced Strategy	SBS Wealth	0.640%
Octagon Balanced Fund	Octagon	0.630%
Summer Balanced Selection	Summer	0.630%
Booster Shielded Growth Fund	Booster	0.600%
AMP Growth Managed Fund	AMP	0.590%
AMP Aggressive Managed Fund	AMP	0.590%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.590%
Milford Active Growth Fund	Milford	0.580%
Simplicity High Growth Investment Fund	Simplicity	0.560%
Booster Socially Responsible Growth Fund	Booster	0.560%
Mercer Responsible Balanced Fund	Mercer	0.520%
Kernel Balanced Fund	Kernel	0.510%
Booster Wealth Balanced Fund	Booster	0.500%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.480%
AMP Balanced Managed Fund	AMP	0.420%
Booster Socially Responsible Balanced Fund	Booster	0.420%
Summer Conservative Selection	Summer	0.420%
Simplicity Growth Investment Fund	Simplicity	0.410%
Simplicity Balanced Investment Fund	Simplicity	0.360%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.360%
Booster Wealth Moderate Fund	Booster	0.340%
SBS Wealth Conservative Strategy	SBS Wealth	0.340%
Milford Balanced Fund	Milford	0.330%
Castle Point 5 Oceans Fund	Castle Point	0.290%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.280%
Milford Aggressive Fund	Milford	0.210%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.150%
Fisher Funds Conservative Fund	Fisher Funds	0.130%
Simplicity Conservative Investment Fund	Simplicity	0.130%
Milford Conservative Fund	Milford	0.100%
Milford Diversified Income Fund	Milford	0.080%
Kernel World ex-US Fund	Kernel	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
Harbour Long Short Fund	Harbour	0.000%

Funds holding Ebos usually also hold

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

More on Ebos as a listed companyFinancials, shareholders, meetings and announcements on NZXplorer.co.nz→

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 11 spellings were treated as Ebos — shown so you can check the grouping rather than take it on trust.

EBOS
EBOS GROUP LIMITED
EBOS GROUP LTD
EBOS Group
EBOS Group Limited
EBOS Group Limited Ordinary Shares
EBOS Group Ltd
Ebos
Ebos Group
Ebos Group Limited
Ebos Group Ltd

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