Which New Zealand managed funds hold Everest Re Group?

10 New Zealand managed funds hold Everest Re Group as a direct holding, across 4 fund managers. Weights range from 0.000% to 0.200% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Everest Re 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 Everest Re Group?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.200% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Everest Re Group?

10 funds hold Everest Re Group directly, across 4 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 Re 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
Evidential Sustainable Targeted Factor Fund	Evidential	0.200%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.140%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.140%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%

Funds holding Everest Re Group usually also hold

Companies that appear alongside Everest Re 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 2 spellings were treated as Everest Re Group — shown so you can check the grouping rather than take it on trust.

Everest Re Group
Everest Re Group Ltd

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