Which New Zealand managed funds hold Monster Beverage?

44 New Zealand managed funds hold Monster Beverage as a direct holding, across 15 fund managers. Weights range from 0.000% to 1.19% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Monster Beverage 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 Monster Beverage?

Kernel Global ESG Fund has the largest direct holding at 1.19% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Monster Beverage?

44 funds hold Monster Beverage directly, across 15 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 Monster Beverage 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 Global ESG Fund	Kernel	1.19%
BetaShares Global Quality Leaders Fund	BetaShares	0.810%
Pie Global Growth Fund 2	Pie Funds	0.670%
Clarity Global Shares Fund	Clarity	0.470%
Mercer Core Hedged Global Shares Fund	Mercer	0.290%
Mercer Core Global Shares Fund	Mercer	0.280%
Mercer Responsible Global Shares Fund	Mercer	0.270%
Mercer Global Shares Fund	Mercer	0.190%
Aurellan Global Shares Fund	AAurellan	0.180%
Aurellan Hedged Global Shares Fund	AAurellan	0.180%
Harbour Balanced Growth Fund	Harbour	0.160%
Summer Global Equities	Summer	0.160%
AMP International Shares Managed Fund	AMP	0.140%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.100%
Mercer Responsible Balanced Fund	Mercer	0.090%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.090%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.090%
AMP Aggressive Managed Fund	AMP	0.080%
Simplicity Hedged Global Share Fund	Simplicity	0.080%
Simplicity Unhedged Global Share Fund	Simplicity	0.080%
ACI Growth Fund	AACI	0.070%
Summer Growth Selection	Summer	0.070%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.070%
AMP Growth Managed Fund	AMP	0.060%
Mercer All Country Global Shares Index Fund	Mercer	0.060%
Simplicity High Growth Investment Fund	Simplicity	0.060%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.060%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.050%
Harbour Income Fund	Harbour	0.050%
Octagon Balanced Fund	Octagon	0.050%
Simplicity Growth Investment Fund	Simplicity	0.050%
Summer Balanced Selection	Summer	0.050%
AMP Balanced Managed Fund	AMP	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.040%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.040%
Booster Shielded Growth Fund	Booster	0.030%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.030%
ACI Conservative Fund	AACI	0.020%
Summer Conservative Selection	Summer	0.020%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.020%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%

Funds holding Monster Beverage usually also hold

Companies that appear alongside Monster Beverage in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as Monster Beverage — shown so you can check the grouping rather than take it on trust.

MONSTER BEVERAGE CORP
MONSTER BEVERAGE SHS ORD
Monster Beverage
Monster Beverage Corp
Monster Beverage Corp New
Monster Beverage Shs Ord

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