Which New Zealand managed funds hold IA FINANCIAL INC?

13 New Zealand managed funds hold IA FINANCIAL INC as a direct holding, across 3 fund managers. Weights range from 0.000% to 0.250% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding IA FINANCIAL 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 IA FINANCIAL INC?

Fisher Funds Global Fund has the largest direct holding at 0.250% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold IA FINANCIAL INC?

13 funds hold IA FINANCIAL INC directly, across 3 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 IA FINANCIAL 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
Fisher Funds Global Fund	Fisher Funds	0.250%
Fisher Funds Growth Fund	Fisher Funds	0.130%
Kernel World ex-US Fund	Kernel	0.050%
Fisher Funds Conservative Fund	Fisher Funds	0.030%
Kernel High Growth Fund	Kernel	0.010%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding IA FINANCIAL INC usually also hold

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

IA FINANCIAL CORPORATION INC
IA FINANCIAL INC
IA Financial Corp Inc
iA Financial Corporation Inc.

← All holdings