Which New Zealand managed funds hold Fortescue Metals Group Ltd?

23 New Zealand managed funds hold Fortescue Metals Group Ltd as a direct holding, across 7 fund managers. Weights range from 0.000% to 1.43% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Fortescue Metals 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 Fortescue Metals Group Ltd?

Kernel Australia 100 Fund has the largest direct holding at 1.43% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Fortescue Metals Group Ltd?

23 funds hold Fortescue Metals Group Ltd directly, across 7 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 Fortescue Metals 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
Kernel Australia 100 Fund	Kernel	1.43%
Summer Australian Equities	Summer	1.33%
SBS Wealth Australasian Equity Portfolio	SBS Wealth	1.07%
Summer Growth Selection	Summer	0.160%
SBS Wealth Balanced Strategy	SBS Wealth	0.160%
Octagon Balanced Fund	Octagon	0.100%
Kernel World ex-US Fund	Kernel	0.100%
Summer Balanced Selection	Summer	0.100%
SBS Wealth Conservative Strategy	SBS Wealth	0.090%
AMP Growth Managed Fund	AMP	0.070%
AMP Aggressive Managed Fund	AMP	0.070%
Kernel High Growth Fund	Kernel	0.070%
Summer Conservative Selection	Summer	0.060%
AMP Balanced Managed Fund	AMP	0.050%
Kernel Balanced Fund	Kernel	0.040%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Kernel Global ESG Fund	Kernel	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Harbour Growth Fund	Harbour	0.010%
Kernel Conservative Fund	Kernel	0.000%
Harbour Balanced Fund	Harbour	0.000%

Funds holding Fortescue Metals Group Ltd usually also hold

Companies that appear alongside Fortescue Metals 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 3 spellings were treated as Fortescue Metals Group Ltd — shown so you can check the grouping rather than take it on trust.

Fortescue Metals Group LTD
Fortescue Metals Group Limited
Fortescue Metals Group Ltd

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