IR
Direct holding
Which NZ managed funds hold IRESS Ltd?
11 funds hold IRESS Ltd directly, across 5 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.
Direct holdings only. Funds that hold IRESS 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 | |
|---|---|---|---|
| Summer Australian Equities | 0.480% | ||
| Summer Growth Selection | 0.060% | ||
| Smart Australian Top 200 ETF | 0.050% | ||
| Octagon Balanced Fund | 0.040% | ||
| Summer Balanced Selection | 0.040% | ||
| Summer Conservative Selection | 0.020% | ||
| ACI Growth Fund | 0.010% | ||
| ACI Conservative Fund | 0.000% | ||
| AMP Balanced Managed Fund | 0.000% | ||
| AMP Growth Managed Fund | 0.000% | ||
| AMP Aggressive Managed Fund | 0.000% |
Funds holding IRESS Ltd usually also hold
Companies that appear alongside IRESS Ltd in the same funds' filings.
- GGGWA Group10 funds in common
- MSMcMillan Shakespeare Ltd10 funds in common
- HNHARVEY NORMAN HOLDINGS LTD11 funds in common
- AUAurizon Holdings Ltd11 funds in common
- VSVentia Services Group11 funds in common
- NINIB HOLDINGS LTD10 funds in common
- JCJUDO CAPITAL HOLDINGS LTD11 funds in common
- AMAMP Ltd11 funds in common
How this security was matched
Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as IRESS Ltd — shown so you can check the grouping rather than take it on trust.
- IRESS LIMITED
- IRESS Limited
- IRESS Ltd