Which New Zealand managed funds hold Moody's Corp?

21 New Zealand managed funds hold Moody's Corp as a direct holding, across 7 fund managers. Weights range from 0.010% to 0.520% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Moody'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 Moody's Corp?

Pathfinder Global Responsibility Fund has the largest direct holding at 0.520% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Moody's Corp?

21 funds hold Moody's Corp 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 Moody'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
Pathfinder Global Responsibility Fund	Pathfinder	0.520%
Mint Diversified Growth Fund	Mint	0.380%
Kernel Global ESG Fund	Kernel	0.310%
Pathfinder Ethical Growth Fund	Pathfinder	0.280%
Summer Global Equities	Summer	0.170%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.120%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.120%
Simplicity Hedged Global Share Fund	Simplicity	0.110%
Simplicity Unhedged Global Share Fund	Simplicity	0.110%
Mint Diversified Income Fund	Mint	0.090%
Simplicity High Growth Investment Fund	Simplicity	0.080%
Summer Growth Selection	Summer	0.080%
Simplicity Growth Investment Fund	Simplicity	0.060%
Octagon Balanced Fund	Octagon	0.050%
Simplicity Balanced Investment Fund	Simplicity	0.050%
Summer Balanced Selection	Summer	0.050%
Summer Conservative Selection	Summer	0.030%
Harbour Balanced Growth Fund	Harbour	0.020%
Kernel High Growth Fund	Kernel	0.020%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%

Funds holding Moody's Corp usually also hold

Companies that appear alongside Moody's Corp in the same funds' filings.

← All holdings