Which New Zealand managed funds hold Ferguson PLC?

10 New Zealand managed funds hold Ferguson PLC as a direct holding, across 5 fund managers. Weights range from 0.000% to 5.04% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Ferguson PLC 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 Ferguson PLC?

Pathfinder Global Water Fund has the largest direct holding at 5.04% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Ferguson PLC?

10 funds hold Ferguson PLC 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 Ferguson 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.

Fund	Manager	% of fund
Pathfinder Global Water Fund	Pathfinder	5.04%
Evidential Sustainable Targeted Factor Fund	Evidential	0.130%
Simplicity Hedged Global Share Fund	Simplicity	0.070%
Simplicity Unhedged Global Share Fund	Simplicity	0.070%
Simplicity High Growth Investment Fund	Simplicity	0.050%
Simplicity Growth Investment Fund	Simplicity	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%

Funds holding Ferguson PLC usually also hold

Companies that appear alongside Ferguson PLC in the same funds' filings.

← All holdings