Which New Zealand managed funds hold Fortescue Metals Group?

23 New Zealand managed funds hold Fortescue Metals Group as a direct holding, across 8 fund managers. Weights range from 0.000% to 1.33% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Fortescue Metals 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 Fortescue Metals Group?

Summer Australian Equities has the largest direct holding at 1.33% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Fortescue Metals Group?

23 funds hold Fortescue Metals Group directly, across 8 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 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
Summer Australian Equities	Summer	1.33%
BetaShares Australia 200 Fund	BetaShares	1.25%
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 Growth Investment Fund	Simplicity	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Kernel Global ESG Fund	Kernel	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.000%

Funds holding Fortescue Metals Group usually also hold

Companies that appear alongside Fortescue Metals 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 4 spellings were treated as Fortescue Metals Group — shown so you can check the grouping rather than take it on trust.

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

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