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EX

Direct holding

Which NZ managed funds hold Experian Plc?

36 funds hold Experian Plc directly, across 12 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

Direct holdings only. Funds that hold Experian Plc 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.

FundManager% of fund
BetaShares Global Quality Leaders FundBetaShares0.500%
Generate Focused Growth Managed FundGGenerate0.420%
Mint Diversified Growth FundMint0.410%
Aurellan Global Shares FundAAurellan0.410%
Aurellan Hedged Global Shares FundAAurellan0.410%
Harbour T. Rowe Price Global Equity Fund (Hedged)Harbour0.310%
Harbour T. Rowe Price Global Equity FundHarbour0.300%
Kernel Global ESG FundKernel0.180%
Kernel World ex-US FundKernel0.140%
Mint Diversified Income FundMint0.110%
Simplicity Hedged Global Share FundSimplicity0.050%
Simplicity Unhedged Global Share FundSimplicity0.050%
ACI Growth FundAACI0.040%
Simplicity High Growth Investment FundSimplicity0.040%
Harbour Balanced Growth FundHarbour0.030%
Mercer All Country Global Shares Index FundMercer0.030%
Simplicity Growth Investment FundSimplicity0.030%
ANZ Investments OneAnswer International Share FundANZ Investments0.020%
Simplicity Balanced Investment FundSimplicity0.020%
Booster Shielded Growth FundBooster0.020%
Kernel High Growth FundKernel0.020%
ACI Conservative FundAACI0.010%
AMP Aggressive Managed FundAMP0.010%
ANZ Investments OneAnswer Balanced Growth FundANZ Investments0.010%
AMP International Shares Managed FundAMP0.010%
Mercer Global Shares FundMercer0.010%
Simplicity Conservative Investment FundSimplicity0.010%
Kernel Balanced FundKernel0.010%
ANZ Investments OneAnswer Balanced FundANZ Investments0.010%
ANZ Investments OneAnswer Growth FundANZ Investments0.010%
ANZ Investments OneAnswer High Growth FundANZ Investments0.010%
AMP Balanced Managed FundAMP0.000%
AMP Growth Managed FundAMP0.000%
Mercer Responsible Balanced FundMercer0.000%
ANZ Investments OneAnswer Conservative FundANZ Investments0.000%
ANZ Investments OneAnswer Conservative Balanced FundANZ Investments0.000%

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as Experian Plc — shown so you can check the grouping rather than take it on trust.

  • EXPERIAN GROUP LTD
  • EXPERIAN PLC
  • Experian Group Ltd
  • Experian PLC
  • Experian PLC Ord USD
  • Experian Plc

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