Skip to main content
ManagedFunds.nz
Insurance Australia Group

Direct holding

Which NZ managed funds hold Insurance Australia Group?

52 funds hold Insurance Australia Group directly, across 15 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

Direct holdings only. Funds that hold Insurance Australia 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.

FundManager% of fund
BetaShares Australian Sustainability Leaders FundBetaShares3.71%
Smart Australian Financials ETFSmartshares1.96%
Pathfinder Ethical Trans-Tasman FundPathfinder1.08%
Summer Australian EquitiesSummer1.03%
ANZ Investments OneAnswer Australian Share FundANZ Investments0.870%
Devon Trans-Tasman FundDevon0.820%
BetaShares Australia 200 FundBetaShares0.670%
Smart Australian Dividend ETFSmartshares0.650%
Smart Australian Top 200 ETFSmartshares0.640%
Milford Trans-Tasman Equity FundMilford0.490%
Generate Focused Growth Managed FundGGenerate0.320%
Pathfinder Ethical Growth FundPathfinder0.230%
Booster Wealth Geared Growth FundBooster0.150%
Booster Wealth High Growth FundBooster0.120%
Summer Growth SelectionSummer0.120%
Booster Wealth Growth FundBooster0.100%
Octagon Balanced FundOctagon0.080%
Booster Wealth Balanced FundBooster0.080%
Booster Socially Responsible Growth FundBooster0.080%
Booster Socially Responsible High Growth FundBooster0.080%
Summer Balanced SelectionSummer0.080%
Booster Socially Responsible Balanced FundBooster0.070%
Milford Aggressive FundMilford0.060%
Booster Wealth Moderate FundBooster0.050%
Kernel World ex-US FundKernel0.050%
ANZ Investments OneAnswer High Growth FundANZ Investments0.050%
AMP Aggressive Managed FundAMP0.040%
Booster Shielded Growth FundBooster0.040%
Kernel High Growth FundKernel0.040%
Summer Conservative SelectionSummer0.040%
ANZ Investments OneAnswer Growth FundANZ Investments0.040%
AMP Balanced Managed FundAMP0.030%
AMP Growth Managed FundAMP0.030%
ANZ Investments OneAnswer Balanced Growth FundANZ Investments0.030%
Milford Balanced FundMilford0.030%
Milford Diversified Income FundMilford0.030%
ANZ Investments OneAnswer Balanced FundANZ Investments0.030%
Simplicity Hedged Global Share FundSimplicity0.020%
Simplicity Unhedged Global Share FundSimplicity0.020%
Kernel Balanced FundKernel0.020%
ANZ Investments OneAnswer Conservative Balanced FundANZ Investments0.020%
Milford Conservative FundMilford0.010%
Mercer All Country Global Shares Index FundMercer0.010%
Simplicity Balanced Investment FundSimplicity0.010%
Simplicity Growth Investment FundSimplicity0.010%
Simplicity High Growth Investment FundSimplicity0.010%
ANZ Investments OneAnswer Conservative FundANZ Investments0.010%
Harbour Balanced Growth FundHarbour0.000%
Mercer Responsible Balanced FundMercer0.000%
Milford Active Growth FundMilford0.000%
Mercer Global Shares FundMercer0.000%
Simplicity Conservative Investment FundSimplicity0.000%

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Insurance Australia Group — shown so you can check the grouping rather than take it on trust.

  • INSURANCE AUSTRALIA GROUP LIMITED
  • Insurance Australia Group
  • Insurance Australia Group Limited
  • Insurance Australia Group Ltd

← All holdings