Which New Zealand managed funds hold EQUIFAX INC?

33 New Zealand managed funds hold EQUIFAX INC as a direct holding, across 10 fund managers. Weights range from 0.000% to 2.47% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding EQUIFAX INC 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 EQUIFAX INC?

Fisher Funds International Growth Fund has the largest direct holding at 2.47% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold EQUIFAX INC?

33 funds hold EQUIFAX INC directly, across 10 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 EQUIFAX INC 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
Fisher Funds International Growth Fund	Fisher Funds	2.47%
Fisher Funds Global Fund	Fisher Funds	0.660%
Fisher Funds Growth Fund	Fisher Funds	0.350%
Evidential Sustainable Targeted Factor Fund	Evidential	0.320%
Milford Global Equity Fund	Milford	0.210%
Kernel Global ESG Fund	Kernel	0.140%
Milford Aggressive Fund	Milford	0.120%
Fisher Funds Conservative Fund	Fisher Funds	0.080%
ACI Growth Fund	AACI	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.040%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.040%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.040%
Milford Balanced Fund	Milford	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
ACI Conservative Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer Responsible Global Shares Fund	Mercer	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Booster Shielded Growth Fund	Booster	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Milford Active Growth Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding EQUIFAX INC usually also hold

Companies that appear alongside EQUIFAX INC in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as EQUIFAX INC — shown so you can check the grouping rather than take it on trust.

EQUIFAX INC
Equifax Inc
Equifax Ord Shs

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