Which New Zealand managed funds hold EVOLUTION?

11 New Zealand managed funds hold EVOLUTION as a direct holding, across 5 fund managers. Weights range from 0.000% to 0.130% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding EVOLUTION 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 EVOLUTION?

BetaShares Global Quality Leaders Fund has the largest direct holding at 0.130% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold EVOLUTION?

11 funds hold EVOLUTION directly, across 5 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 EVOLUTION 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
BetaShares Global Quality Leaders Fund	BetaShares	0.130%
Kernel World ex-US Fund	Kernel	0.040%
AMP International Shares Managed Fund	AMP	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Kernel High Growth Fund	Kernel	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding EVOLUTION usually also hold

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

EVOLUTION
EVOLUTION AB
Evolution AB

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