Which New Zealand managed funds hold INGENIA COMMUNITIES GROUP?

24 New Zealand managed funds hold INGENIA COMMUNITIES GROUP as a direct holding, across 10 fund managers. Weights range from 0.000% to 5.11% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding INGENIA COMMUNITIES GROUP 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 INGENIA COMMUNITIES GROUP?

Smart Australian Property ETF has the largest direct holding at 5.11% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold INGENIA COMMUNITIES GROUP?

24 funds hold INGENIA COMMUNITIES GROUP 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 INGENIA COMMUNITIES GROUP 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 Property ETF	Smartshares	5.11%
Amova Concentrated Equity Fund	Amova	4.56%
TAHITO Te Tai o Rehua Fund	TAHITO	1.73%
Amova Core Equity Fund	Amova	0.800%
Pathfinder Ethical Trans-Tasman Fund	Pathfinder	0.700%
ANZ Investments OneAnswer Property Securities Fund	ANZ Investments	0.550%
Harbour Real Estate Investment Fund	Harbour	0.490%
Mercer Responsible Trans-Tasman Shares Fund	Mercer	0.350%
Pathfinder Ethical Growth Fund	Pathfinder	0.150%
Smart Australian Top 200 ETF	Smartshares	0.060%
BetaShares Australia 200 Fund	BetaShares	0.060%
Mercer Responsible Balanced Fund	Mercer	0.040%
Harbour Income Fund	Harbour	0.030%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%

Funds holding INGENIA COMMUNITIES GROUP usually also hold

Companies that appear alongside INGENIA COMMUNITIES GROUP 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 INGENIA COMMUNITIES GROUP — shown so you can check the grouping rather than take it on trust.

INGENIA COMMUNITIES GROUP
Ingenia Communities Group

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