Which New Zealand managed funds hold Lonza AG?

39 New Zealand managed funds hold Lonza AG as a direct holding, across 8 fund managers. Weights range from 0.010% to 0.940% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Lonza AG 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 Lonza AG?

Milford Global Equity Fund has the largest direct holding at 0.940% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Lonza AG?

39 funds hold Lonza AG directly, across 8 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 Lonza AG 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
Milford Global Equity Fund	Milford	0.940%
Milford Aggressive Fund	Milford	0.640%
Kernel World ex-US Fund	Kernel	0.200%
AMP International Shares Managed Fund	AMP	0.180%
Milford Balanced Fund	Milford	0.150%
Booster Wealth Geared Growth Fund	Booster	0.100%
AMP Aggressive Managed Fund	AMP	0.090%
Booster Socially Responsible High Growth Fund	Booster	0.090%
Booster Wealth High Growth Fund	Booster	0.080%
AMP Growth Managed Fund	AMP	0.070%
Simplicity Hedged Global Share Fund	Simplicity	0.070%
Simplicity Unhedged Global Share Fund	Simplicity	0.070%
Booster Socially Responsible Growth Fund	Booster	0.070%
Booster Wealth Growth Fund	Booster	0.060%
AMP Balanced Managed Fund	AMP	0.050%
Mercer All Country Global Shares Index Fund	Mercer	0.050%
Simplicity High Growth Investment Fund	Simplicity	0.050%
Booster Wealth Balanced Fund	Booster	0.050%
Booster Socially Responsible Balanced Fund	Booster	0.050%
Kernel Global ESG Fund	Kernel	0.050%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.040%
Simplicity Growth Investment Fund	Simplicity	0.040%
Milford Active Growth Fund	Milford	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Booster Wealth Moderate Fund	Booster	0.030%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.020%
Milford Conservative Fund	Milford	0.020%
Mercer Global Shares Fund	Mercer	0.020%
Booster Shielded Growth Fund	Booster	0.020%
Kernel High Growth Fund	Kernel	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%

Funds holding Lonza AG usually also hold

Companies that appear alongside Lonza AG in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as Lonza AG — shown so you can check the grouping rather than take it on trust.

LONZA AG - REG
LONZA GROUP AG
Lonza AG
Lonza Ag - Reg
Lonza Group AG
Lonza Group Ord Shs

← All holdings