Which New Zealand managed funds hold Meridian Energy?

79 New Zealand managed funds hold Meridian Energy as a direct holding, across 24 fund managers. Weights range from -2.860% to 10.59% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Meridian Energy 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 Meridian Energy?

Smart NZ Dividend ETF has the largest direct holding at 10.59% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Meridian Energy?

79 funds hold Meridian Energy directly, across 24 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 Meridian Energy 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	10.59%
TAHITO Te Tai o Rehua Fund	TAHITO	8.28%
Smart NZ Top 10 ETF	Smartshares	8.13%
Kernel NZ 50 ESG Tilted Fund	Kernel	7.90%
Amova Concentrated Equity Fund	Amova	7.71%
BetaShares NZ Sustainability Leaders Fund	BetaShares	7.64%
Mint Australasian Equity Fund	Mint	7.58%
Mint New Zealand SRI Equity Fund	Mint	7.26%
Clarity New Zealand Equity Fund	Clarity	6.64%
Amova Core Equity Fund	Amova	6.59%
Simplicity NZ Share Fund	Simplicity	6.33%
SBS Wealth Australasian Equity Portfolio	SBS Wealth	6.23%
Harbour Sustainable NZ Shares Fund	Harbour	6.01%
Clarity Dividend Yield Fund	Clarity	5.71%
QuayStreet NZ Equity Fund	QuayStreet	5.65%
Castle Point Trans-Tasman Fund	Castle Point	5.39%
Smart NZ Top 50 ETF	Smartshares	5.16%
Harbour NZ Index Shares Fund	Harbour	5.15%
ANZ Investments OneAnswer New Zealand Share Fund	ANZ Investments	4.75%
Octagon New Zealand Equities Fund	Octagon	4.32%
Salt NZ Dividend Appreciation Fund	Salt	4.06%
Fisher Funds New Zealand Growth Fund	Fisher Funds	3.92%
Clarity Trans-Tasman Value Fund	Clarity	3.74%
Devon Dividend Yield Fund	Devon	2.69%
Harbour Australasian Equity Income Fund	Harbour	2.57%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	2.41%
Fisher Funds Trans Tasman Equity Trust	Fisher Funds	2.11%
Milford Trans-Tasman Equity Fund	Milford	1.99%
Booster Wealth Geared Growth Fund	Booster	1.89%
Pathfinder Ethical Trans-Tasman Fund	Pathfinder	1.80%
Booster Wealth High Growth Fund	Booster	1.52%
Booster Socially Responsible High Growth Fund	Booster	1.43%
Booster Wealth Growth Fund	Booster	1.34%
Kernel High Growth Fund	Kernel	1.21%
Mint Diversified Income Fund	Mint	1.17%
Simplicity High Growth Investment Fund	Simplicity	1.12%
Booster Socially Responsible Growth Fund	Booster	1.12%
Generate Focused Growth Managed Fund	GGenerate	1.07%
Mint Diversified Growth Fund	Mint	1.06%
Harbour Australasian Equity Fund	Harbour	1.05%
Booster Wealth Balanced Fund	Booster	1.01%
AMP Growth Managed Fund	AMP	0.960%
AMP Aggressive Managed Fund	AMP	0.960%
Booster Shielded Growth Fund	Booster	0.940%
SBS Wealth Balanced Strategy	SBS Wealth	0.940%
Booster Socially Responsible Balanced Fund	Booster	0.840%
Simplicity Growth Investment Fund	Simplicity	0.810%
Kernel Balanced Fund	Kernel	0.800%
Devon Trans-Tasman Fund	Devon	0.770%
Summer Growth Selection	Summer	0.720%
Simplicity Balanced Investment Fund	Simplicity	0.710%
Booster Wealth Moderate Fund	Booster	0.700%
Harbour Income Fund	Harbour	0.690%
AMP Balanced Managed Fund	AMP	0.680%
Fisher Funds Growth Fund	Fisher Funds	0.640%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.640%
Harbour Balanced Growth Fund	Harbour	0.630%
Octagon Balanced Fund	Octagon	0.550%
Summer Balanced Selection	Summer	0.550%
Castle Point 5 Oceans Fund	Castle Point	0.530%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.530%
SBS Wealth Conservative Strategy	SBS Wealth	0.500%
Milford Active Growth Fund	Milford	0.440%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.430%
Milford Balanced Fund	Milford	0.400%
Pathfinder Ethical Growth Fund	Pathfinder	0.380%
Milford Diversified Income Fund	Milford	0.360%
Summer Conservative Selection	Summer	0.360%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.330%
Kernel S&P Global Clean Energy Fund	Kernel	0.270%
Simplicity Conservative Investment Fund	Simplicity	0.260%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.260%
Milford Aggressive Fund	Milford	0.220%
Fisher Funds Conservative Fund	Fisher Funds	0.200%
Milford Conservative Fund	Milford	0.160%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.130%
Kernel World ex-US Fund	Kernel	0.020%
BetaShares Australian Sustainability Leaders Fund	BetaShares	0.020%
Harbour Long Short Fund	Harbour	-2.860%

Funds holding Meridian Energy usually also hold

Companies that appear alongside Meridian Energy in the same funds' filings.

More on Meridian Energy 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 Meridian Energy — shown so you can check the grouping rather than take it on trust.

MERIDIAN ENERGY LTD
Meridian Energy
Meridian Energy Limited
Meridian Energy Ltd
Meridian Energy Ltd NPV

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