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Direct holding

Which NZ managed funds hold Fortune Electric?

11 funds hold Fortune Electric directly, across 4 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 Fortune Electric 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
Harbour Balanced Growth FundHarbour0.050%
Harbour Income FundHarbour0.020%
ANZ Investments OneAnswer International Share FundANZ Investments0.010%
AMP Balanced Managed FundAMP0.000%
AMP Growth Managed FundAMP0.000%
AMP Aggressive Managed FundAMP0.000%
ANZ Investments OneAnswer Balanced Growth FundANZ Investments0.000%
Booster Shielded Growth FundBooster0.000%
ANZ Investments OneAnswer Balanced FundANZ Investments0.000%
ANZ Investments OneAnswer Growth FundANZ Investments0.000%
ANZ Investments OneAnswer High Growth FundANZ Investments0.000%

Funds holding Fortune Electric usually also hold

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

  • FORTUNE ELECTRIC CO LTD
  • FORTUNE ELECTRIC LTD
  • Fortune Electric
  • Fortune Electric Co Ltd

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