Which New Zealand managed funds hold HSBC HOLDINGS PLC?

44 New Zealand managed funds hold HSBC HOLDINGS PLC as a direct holding, across 10 fund managers. Weights range from 0.010% to 1.24% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding HSBC HOLDINGS 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 HSBC HOLDINGS PLC?

Kernel World ex-US Fund has the largest direct holding at 1.24% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold HSBC HOLDINGS PLC?

44 funds hold HSBC HOLDINGS PLC directly, across 10 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 HSBC HOLDINGS 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
Kernel World ex-US Fund	Kernel	1.24%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.820%
Kernel S&P Global 100 Fund	Kernel	0.810%
Pie Global Growth Fund 2	Pie Funds	0.580%
Kernel Global ESG Fund	Kernel	0.560%
Simplicity Hedged Global Share Fund	Simplicity	0.440%
Simplicity Unhedged Global Share Fund	Simplicity	0.440%
Kernel High Growth Fund	Kernel	0.420%
Pathfinder Global Responsibility Fund	Pathfinder	0.390%
Mercer Core Global Shares Fund	Mercer	0.340%
Mercer Core Hedged Global Shares Fund	Mercer	0.340%
Simplicity High Growth Investment Fund	Simplicity	0.320%
AMP International Shares Managed Fund	AMP	0.310%
Mercer All Country Global Shares Index Fund	Mercer	0.310%
Mercer Global Shares Fund	Mercer	0.310%
Booster Wealth Geared Growth Fund	Booster	0.270%
Simplicity Growth Investment Fund	Simplicity	0.260%
Booster Socially Responsible High Growth Fund	Booster	0.240%
Kernel Balanced Fund	Kernel	0.230%
Booster Wealth High Growth Fund	Booster	0.220%
Pathfinder Ethical Growth Fund	Pathfinder	0.210%
Mercer Responsible Global Shares Fund	Mercer	0.210%
Simplicity Balanced Investment Fund	Simplicity	0.190%
Booster Socially Responsible Growth Fund	Booster	0.190%
Booster Wealth Growth Fund	Booster	0.170%
AMP Aggressive Managed Fund	AMP	0.160%
Booster Socially Responsible Balanced Fund	Booster	0.140%
AMP Growth Managed Fund	AMP	0.130%
Booster Wealth Balanced Fund	Booster	0.130%
Booster Shielded Growth Fund	Booster	0.130%
ACI Growth Fund	AACI	0.120%
Mercer Responsible Balanced Fund	Mercer	0.100%
AMP Balanced Managed Fund	AMP	0.090%
Booster Wealth Moderate Fund	Booster	0.080%
Harbour Balanced Growth Fund	Harbour	0.070%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.070%
Simplicity Conservative Investment Fund	Simplicity	0.060%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.050%
ACI Conservative Fund	AACI	0.040%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%

Funds holding HSBC HOLDINGS PLC usually also hold

Companies that appear alongside HSBC HOLDINGS PLC 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 HSBC HOLDINGS PLC — shown so you can check the grouping rather than take it on trust.

HSBC HOLDINGS PLC
HSBC Holdings PLC
HSBC Holdings PLC Ord
HSBC Holdings Plc

← All holdings