Which New Zealand managed funds hold IGO Ltd?

11 New Zealand managed funds hold IGO Ltd as a direct holding, across 4 fund managers. Weights range from 0.000% to 1.75% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding IGO Ltd 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 IGO Ltd?

Smart Australian Mid Cap ETF has the largest direct holding at 1.75% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold IGO Ltd?

11 funds hold IGO Ltd 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 IGO Ltd 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
Smart Australian Mid Cap ETF	Smartshares	1.75%
Smart Australian Resources ETF	Smartshares	0.740%
Milford Australian Absolute Growth Fund	Milford	0.200%
Smart Australian Top 200 ETF	Smartshares	0.200%
Milford Active Growth Fund	Milford	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Milford Aggressive Fund	Milford	0.000%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%

Funds holding IGO Ltd usually also hold

Companies that appear alongside IGO Ltd in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as IGO Ltd — shown so you can check the grouping rather than take it on trust.

IGO Ltd
IGO ORD

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