Which New Zealand managed funds hold LEGAL & GENERAL GROUP PLC?

28 New Zealand managed funds hold LEGAL & GENERAL GROUP PLC as a direct holding, across 7 fund managers. Weights range from 0.000% to 1.31% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding LEGAL & GENERAL GROUP PLC 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 LEGAL & GENERAL GROUP PLC?

Kernel S&P Global Dividend Aristocrats Fund has the largest direct holding at 1.31% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold LEGAL & GENERAL GROUP PLC?

28 funds hold LEGAL & GENERAL GROUP PLC directly, across 7 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 LEGAL & GENERAL GROUP PLC 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
Kernel S&P Global Dividend Aristocrats Fund	Kernel	1.31%
Kernel World ex-US Fund	Kernel	0.080%
AMP International Shares Managed Fund	AMP	0.030%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.030%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Kernel Global ESG Fund	Kernel	0.030%
ACI Growth Fund	AACI	0.020%
AMP Aggressive Managed Fund	AMP	0.020%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
AMP Balanced Managed Fund	AMP	0.010%
AMP Growth Managed Fund	AMP	0.010%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%

Funds holding LEGAL & GENERAL GROUP PLC usually also hold

Companies that appear alongside LEGAL & GENERAL GROUP PLC in the same funds' filings.

How this security was matched

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

LEGAL & GENERAL GROUP PLC
Legal & General Group PLC
Legal & General Group PLC Ord
Legal & General Group Plc

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