Which New Zealand managed funds hold Mitsubishi Ufj Financial?

29 New Zealand managed funds hold Mitsubishi Ufj Financial as a direct holding, across 7 fund managers. Weights range from 0.010% to 0.870% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Mitsubishi Ufj Financial 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 Mitsubishi Ufj Financial?

Kernel World ex-US Fund has the largest direct holding at 0.870% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Mitsubishi Ufj Financial?

29 funds hold Mitsubishi Ufj Financial directly, across 7 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 Mitsubishi Ufj Financial 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	0.870%
Kernel S&P Global 100 Fund	Kernel	0.570%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.570%
Kernel Global ESG Fund	Kernel	0.500%
Fisher Funds Global Fund	Fisher Funds	0.490%
Kernel High Growth Fund	Kernel	0.300%
Simplicity Hedged Global Share Fund	Simplicity	0.260%
Simplicity Unhedged Global Share Fund	Simplicity	0.260%
Booster Shielded Growth Fund	Booster	0.260%
Fisher Funds Growth Fund	Fisher Funds	0.250%
Booster Wealth Geared Growth Fund	Booster	0.210%
Simplicity High Growth Investment Fund	Simplicity	0.190%
Booster Socially Responsible High Growth Fund	Booster	0.180%
Booster Wealth High Growth Fund	Booster	0.170%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.160%
Kernel Balanced Fund	Kernel	0.160%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.150%
Simplicity Growth Investment Fund	Simplicity	0.150%
Booster Socially Responsible Growth Fund	Booster	0.140%
Booster Wealth Growth Fund	Booster	0.130%
Booster Socially Responsible Balanced Fund	Booster	0.120%
Simplicity Balanced Investment Fund	Simplicity	0.110%
Booster Wealth Balanced Fund	Booster	0.110%
Booster Wealth Moderate Fund	Booster	0.070%
Harbour Balanced Growth Fund	Harbour	0.060%
Fisher Funds Conservative Fund	Fisher Funds	0.050%
Simplicity Conservative Investment Fund	Simplicity	0.040%
Generate Focused Growth Managed Fund	GGenerate	0.010%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.010%

Funds holding Mitsubishi Ufj Financial usually also hold

Companies that appear alongside Mitsubishi Ufj Financial 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 Mitsubishi Ufj Financial — shown so you can check the grouping rather than take it on trust.

MITSUBISHI UFJ FINANCIAL GROUP INC
Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Inc
Mitsubishi Ufj Financial

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