Which New Zealand managed funds hold Makita Corp?

17 New Zealand managed funds hold Makita Corp as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.040% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Makita Corp 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 Makita Corp?

Kernel World ex-US Fund has the largest direct holding at 0.040% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Makita Corp?

17 funds hold Makita Corp directly, across 6 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 Makita Corp 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 World ex-US Fund	Kernel	0.040%
Kernel Global ESG Fund	Kernel	0.020%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Mercer Core Global Shares Fund	Mercer	0.010%
Mercer Core Hedged Global Shares Fund	Mercer	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Kernel High Growth Fund	Kernel	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
AMP International Shares Managed Fund	AMP	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Makita Corp usually also hold

Companies that appear alongside Makita Corp 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 Makita Corp — shown so you can check the grouping rather than take it on trust.

MAKITA CORP
MAKITA CORPORATION
Makita Corp

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