Which New Zealand managed funds hold Marsh & McLennan Companies?

26 New Zealand managed funds hold Marsh & McLennan Companies as a direct holding, across 6 fund managers. Weights range from 0.000% to 3.14% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Marsh & McLennan Companies 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 Marsh & McLennan Companies?

Pella Global Generations PIE Fund has the largest direct holding at 3.14% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Marsh & McLennan Companies?

26 funds hold Marsh & McLennan Companies 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 Marsh & McLennan Companies 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
Pella Global Generations PIE Fund	Pella	3.14%
Kernel S&P Global 100 Fund	Kernel	0.250%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.250%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.150%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.150%
Simplicity Hedged Global Share Fund	Simplicity	0.140%
Simplicity Unhedged Global Share Fund	Simplicity	0.140%
Booster Wealth Geared Growth Fund	Booster	0.120%
Booster Socially Responsible High Growth Fund	Booster	0.110%
Simplicity High Growth Investment Fund	Simplicity	0.100%
Booster Wealth High Growth Fund	Booster	0.100%
Kernel High Growth Fund	Kernel	0.100%
Kernel Global ESG Fund	Kernel	0.090%
Pathfinder Global Responsibility Fund	Pathfinder	0.080%
Simplicity Growth Investment Fund	Simplicity	0.080%
Booster Wealth Growth Fund	Booster	0.080%
Booster Socially Responsible Growth Fund	Booster	0.080%
Simplicity Balanced Investment Fund	Simplicity	0.060%
Booster Wealth Balanced Fund	Booster	0.060%
Booster Socially Responsible Balanced Fund	Booster	0.060%
Kernel Balanced Fund	Kernel	0.050%
Pathfinder Ethical Growth Fund	Pathfinder	0.040%
Booster Wealth Moderate Fund	Booster	0.030%
Simplicity Conservative Investment Fund	Simplicity	0.020%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Booster Shielded Growth Fund	Booster	0.000%

Funds holding Marsh & McLennan Companies usually also hold

Companies that appear alongside Marsh & McLennan Companies 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 Marsh & McLennan Companies — shown so you can check the grouping rather than take it on trust.

MARSH & MCLENNAN COMPANIES INC
Marsh & McLennan Companies
Marsh & McLennan Companies Inc

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