Which New Zealand managed funds hold Lowe's Companies Inc?

15 New Zealand managed funds hold Lowe's Companies Inc as a direct holding, across 5 fund managers. Weights range from 0.010% to 0.570% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Lowe's Companies 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 Lowe's Companies Inc?

Milford Global Equity Fund has the largest direct holding at 0.570% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Lowe's Companies Inc?

15 funds hold Lowe's Companies Inc directly, across 5 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 Lowe's Companies 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
Milford Global Equity Fund	Milford	0.570%
Pathfinder Global Responsibility Fund	Pathfinder	0.570%
Milford Aggressive Fund	Milford	0.330%
Pathfinder Ethical Growth Fund	Pathfinder	0.300%
Simplicity Hedged Global Share Fund	Simplicity	0.210%
Simplicity Unhedged Global Share Fund	Simplicity	0.210%
Simplicity High Growth Investment Fund	Simplicity	0.150%
Simplicity Growth Investment Fund	Simplicity	0.120%
Milford Balanced Fund	Milford	0.090%
Simplicity Balanced Investment Fund	Simplicity	0.090%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.040%
Harbour Balanced Growth Fund	Harbour	0.030%
Simplicity Conservative Investment Fund	Simplicity	0.030%
Milford Active Growth Fund	Milford	0.010%
Milford Conservative Fund	Milford	0.010%

Funds holding Lowe's Companies Inc usually also hold

Companies that appear alongside Lowe's Companies 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 2 spellings were treated as Lowe's Companies Inc — shown so you can check the grouping rather than take it on trust.

LOWE'S COMPANIES INC
Lowe's Companies Inc

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