Which New Zealand managed funds hold Ericsson LM?

30 New Zealand managed funds hold Ericsson LM as a direct holding, across 9 fund managers. Weights range from 0.010% to 0.640% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Ericsson LM 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 Ericsson LM?

Clarity Global Shares Fund has the largest direct holding at 0.640% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Ericsson LM?

30 funds hold Ericsson LM directly, across 9 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 Ericsson LM 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
Clarity Global Shares Fund	Clarity	0.640%
Aurellan Global Shares Fund	AAurellan	0.190%
Aurellan Hedged Global Shares Fund	AAurellan	0.190%
AMP Aggressive Managed Fund	AMP	0.170%
Mercer Responsible Global Shares Fund	Mercer	0.170%
Mercer Core Global Shares Fund	Mercer	0.140%
Mercer Core Hedged Global Shares Fund	Mercer	0.140%
Harbour Balanced Growth Fund	Harbour	0.110%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.110%
Mercer Global Shares Fund	Mercer	0.100%
AMP Balanced Managed Fund	AMP	0.080%
AMP Growth Managed Fund	AMP	0.080%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.070%
Mercer Responsible Balanced Fund	Mercer	0.060%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.060%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.050%
Simplicity Unhedged Global Share Fund	Simplicity	0.050%
Mercer All Country Global Shares Index Fund	Mercer	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.040%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.040%
ACI Growth Fund	AACI	0.030%
Simplicity Growth Investment Fund	Simplicity	0.030%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%

Funds holding Ericsson LM usually also hold

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

ERICSSON LM - B SHS
Ericsson LM
Ericsson LM-B SHS
Ericsson Lm - B Shs

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