Which New Zealand managed funds hold EVEREST GROUP LTD?

29 New Zealand managed funds hold EVEREST GROUP LTD as a direct holding, across 10 fund managers. Weights range from 0.000% to 1.47% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding EVEREST GROUP LTD 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 EVEREST GROUP LTD?

Te Ahumairangi Global Equity Fund has the largest direct holding at 1.47% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold EVEREST GROUP LTD?

29 funds hold EVEREST GROUP LTD 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 EVEREST GROUP LTD 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
Te Ahumairangi Global Equity Fund	Te Ahumairangi	1.47%
Summer Global Equities	Summer	0.670%
Aurellan Global Shares Fund	AAurellan	0.580%
Aurellan Hedged Global Shares Fund	AAurellan	0.580%
Summer Growth Selection	Summer	0.310%
Octagon Balanced Fund	Octagon	0.210%
Summer Balanced Selection	Summer	0.210%
Summer Conservative Selection	Summer	0.100%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.040%
ACI Growth Fund	AACI	0.030%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.020%
Booster Shielded Growth Fund	Booster	0.020%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.020%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding EVEREST GROUP LTD usually also hold

Companies that appear alongside EVEREST GROUP LTD in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as EVEREST GROUP LTD — shown so you can check the grouping rather than take it on trust.

EVEREST GROUP LTD
Everest Group Ltd

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