Which New Zealand managed funds hold Gen Digital Inc?

15 New Zealand managed funds hold Gen Digital Inc as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.130% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Gen Digital Inc 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 Gen Digital Inc?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.130% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Gen Digital Inc?

15 funds hold Gen Digital Inc directly, across 6 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 Gen Digital Inc 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
Evidential Sustainable Targeted Factor Fund	Evidential	0.130%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.070%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.070%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.020%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Simplicity High Growth Investment Fund	Simplicity	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding Gen Digital Inc usually also hold

Companies that appear alongside Gen Digital Inc 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 Gen Digital Inc — shown so you can check the grouping rather than take it on trust.

GEN DIGITAL INC
GEN Digital Inc
Gen Digital Inc

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