Which New Zealand managed funds hold Iron Mountain Inc?

14 New Zealand managed funds hold Iron Mountain Inc as a direct holding, across 4 fund managers. Weights range from 0.000% to 2.17% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Iron Mountain 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 Iron Mountain Inc?

NZ Funds Global Infrastructure has the largest direct holding at 2.17% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Iron Mountain Inc?

14 funds hold Iron Mountain Inc 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 Iron Mountain 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
NZ Funds Global Infrastructure	NZ Funds	2.17%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.430%
Kernel Global ESG Fund	Kernel	0.060%
Simplicity Hedged Global Share Fund	Simplicity	0.050%
Simplicity Unhedged Global Share Fund	Simplicity	0.050%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.050%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.050%
Simplicity Growth Investment Fund	Simplicity	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Iron Mountain Inc usually also hold

Companies that appear alongside Iron Mountain 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 3 spellings were treated as Iron Mountain Inc — shown so you can check the grouping rather than take it on trust.

IRON MOUNTAIN INC
Iron Mountain Common Stock
Iron Mountain Inc

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