Which New Zealand managed funds hold MCDONALD'S CORP?

49 New Zealand managed funds hold MCDONALD'S CORP as a direct holding, across 10 fund managers. Weights range from 0.000% to 0.680% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding MCDONALD'S 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 MCDONALD'S CORP?

Milford Global Equity Fund has the largest direct holding at 0.680% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold MCDONALD'S CORP?

49 funds hold MCDONALD'S CORP directly, across 10 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 MCDONALD'S 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
Milford Global Equity Fund	Milford	0.680%
Kernel S&P Global 100 Fund	Kernel	0.650%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.650%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.400%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.400%
Milford Aggressive Fund	Milford	0.390%
AMP International Shares Managed Fund	AMP	0.380%
Kernel Global ESG Fund	Kernel	0.370%
Simplicity Hedged Global Share Fund	Simplicity	0.350%
Simplicity Unhedged Global Share Fund	Simplicity	0.350%
Booster Wealth Geared Growth Fund	Booster	0.270%
Simplicity High Growth Investment Fund	Simplicity	0.260%
Kernel High Growth Fund	Kernel	0.260%
Mercer All Country Global Shares Index Fund	Mercer	0.250%
Booster Socially Responsible High Growth Fund	Booster	0.240%
Booster Wealth High Growth Fund	Booster	0.220%
Simplicity Growth Investment Fund	Simplicity	0.210%
AMP Aggressive Managed Fund	AMP	0.200%
Booster Socially Responsible Growth Fund	Booster	0.190%
Mercer Global Shares Fund	Mercer	0.180%
Booster Wealth Growth Fund	Booster	0.170%
AMP Growth Managed Fund	AMP	0.160%
Mercer Core Global Shares Fund	Mercer	0.160%
Mercer Core Hedged Global Shares Fund	Mercer	0.160%
Mercer Responsible Global Shares Fund	Mercer	0.150%
Simplicity Balanced Investment Fund	Simplicity	0.150%
Booster Socially Responsible Balanced Fund	Booster	0.140%
Kernel Balanced Fund	Kernel	0.140%
ACI Growth Fund	AACI	0.120%
AMP Balanced Managed Fund	AMP	0.120%
Booster Wealth Balanced Fund	Booster	0.120%
Milford Balanced Fund	Milford	0.110%
Mercer Responsible Balanced Fund	Mercer	0.080%
Booster Wealth Moderate Fund	Booster	0.080%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.070%
Harbour Balanced Growth Fund	Harbour	0.060%
Simplicity Conservative Investment Fund	Simplicity	0.050%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.050%
Fisher Funds Global Fund	Fisher Funds	0.040%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.040%
ACI Conservative Fund	AACI	0.030%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.030%
Fisher Funds Growth Fund	Fisher Funds	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
Milford Active Growth Fund	Milford	0.010%
Milford Conservative Fund	Milford	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
Fisher Funds Conservative Fund	Fisher Funds	0.000%

Funds holding MCDONALD'S CORP usually also hold

Companies that appear alongside MCDONALD'S 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 4 spellings were treated as MCDONALD'S CORP — shown so you can check the grouping rather than take it on trust.

MCDONALD'S CORP
McDonald's Corp
McDonald's Corporation
Mcdonald'S Corp

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