Which New Zealand managed funds hold Mercury NZ?

82 New Zealand managed funds hold Mercury NZ as a direct holding, across 26 fund managers. Weights range from 0.000% to 9.85% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Mercury NZ 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 Mercury NZ?

Smart NZ Dividend ETF has the largest direct holding at 9.85% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Mercury NZ?

82 funds hold Mercury NZ directly, across 26 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 Mercury NZ 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
Smart NZ Dividend ETF	Smartshares	9.85%
Smart NZ Mid Cap ETF	Smartshares	9.83%
NZ Funds New Zealand and Australian Shares	NZ Funds	5.99%
Harbour Sustainable NZ Shares Fund	Harbour	5.69%
Smart NZ Top 50 ETF	Smartshares	5.00%
Harbour NZ Index Shares Fund	Harbour	4.99%
Clarity Dividend Yield Fund	Clarity	4.86%
BetaShares NZ Sustainability Leaders Fund	BetaShares	4.62%
QuayStreet NZ Equity Fund	QuayStreet	4.50%
Castle Point Trans-Tasman Fund	Castle Point	4.36%
Salt NZ Dividend Appreciation Fund	Salt	4.03%
Clarity New Zealand Equity Fund	Clarity	3.86%
Simplicity NZ Share Fund	Simplicity	3.79%
SBS Wealth Australasian Equity Portfolio	SBS Wealth	3.79%
Mercer NZ Shares Passive Fund	Mercer	3.27%
Fisher Funds New Zealand Growth Fund	Fisher Funds	3.26%
Clarity Trans-Tasman Value Fund	Clarity	3.18%
ANZ Investments OneAnswer New Zealand Share Fund	ANZ Investments	2.77%
Kernel NZ 50 ESG Tilted Fund	Kernel	2.76%
Octagon New Zealand Equities Fund	Octagon	2.74%
Pathfinder Ethical Trans-Tasman Fund	Pathfinder	2.56%
Harbour Australasian Equity Income Fund	Harbour	2.48%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	2.48%
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	1.87%
Devon Trans-Tasman Fund	Devon	1.74%
Fisher Funds Trans Tasman Equity Trust	Fisher Funds	1.74%
Booster Wealth Geared Growth Fund	Booster	1.60%
Booster Wealth High Growth Fund	Booster	1.29%
Booster Socially Responsible High Growth Fund	Booster	1.22%
Booster Wealth Growth Fund	Booster	1.14%
Booster Shielded Growth Fund	Booster	1.06%
Mercer Income Generator Fund	Mercer	0.990%
Booster Socially Responsible Growth Fund	Booster	0.950%
Milford Active Growth Fund	Milford	0.940%
Milford Trans-Tasman Equity Fund	Milford	0.910%
Booster Wealth Balanced Fund	Booster	0.860%
Harbour Australasian Equity Fund	Harbour	0.770%
Kernel High Growth Fund	Kernel	0.740%
Mercer Responsible Trans-Tasman Shares Fund	Mercer	0.720%
Booster Socially Responsible Balanced Fund	Booster	0.710%
Simplicity High Growth Investment Fund	Simplicity	0.670%
Amova Core Equity Fund	Amova	0.630%
AMP Growth Managed Fund	AMP	0.610%
AMP Aggressive Managed Fund	AMP	0.600%
Generate Focused Growth Managed Fund	GGenerate	0.600%
Booster Wealth Moderate Fund	Booster	0.590%
SBS Wealth Balanced Strategy	SBS Wealth	0.570%
Harbour Income Fund	Harbour	0.560%
Castle Point 5 Oceans Fund	Castle Point	0.540%
Pathfinder Ethical Growth Fund	Pathfinder	0.540%
Simplicity Growth Investment Fund	Simplicity	0.490%
Fisher Funds Growth Fund	Fisher Funds	0.480%
Kernel Balanced Fund	Kernel	0.480%
Milford Balanced Fund	Milford	0.460%
Summer Growth Selection	Summer	0.460%
AMP Balanced Managed Fund	AMP	0.430%
Milford Diversified Income Fund	Milford	0.430%
Harbour Balanced Growth Fund	Harbour	0.420%
Simplicity Balanced Investment Fund	Simplicity	0.420%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.400%
Octagon Balanced Fund	Octagon	0.350%
Summer Balanced Selection	Summer	0.350%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.330%
SBS Wealth Conservative Strategy	SBS Wealth	0.300%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.270%
Milford Conservative Fund	Milford	0.240%
Summer Conservative Selection	Summer	0.230%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.200%
Simplicity Conservative Investment Fund	Simplicity	0.160%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.160%
Fisher Funds Conservative Fund	Fisher Funds	0.120%
Mint Australasian Equity Fund	Mint	0.110%
Milford Aggressive Fund	Milford	0.100%
Mercer Responsible Balanced Fund	Mercer	0.090%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.080%
Mint Diversified Growth Fund	Mint	0.020%
Mint Diversified Income Fund	Mint	0.020%
Kernel World ex-US Fund	Kernel	0.010%
BetaShares Australian Sustainability Leaders Fund	BetaShares	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
Dimensional Global Sustainability PIE Fund (NZD Hedged)	Dimensional	0.000%

Funds holding Mercury NZ usually also hold

Companies that appear alongside Mercury NZ in the same funds' filings.

More on Mercury NZ as a listed companyFinancials, shareholders, meetings and announcements on NZXplorer.co.nz→

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as Mercury NZ — shown so you can check the grouping rather than take it on trust.

MERCURY NZ LIMITED
MERCURY NZ LTD
Mercury NZ
Mercury NZ Limited
Mercury NZ Ltd

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