Which New Zealand managed funds hold Moodys?

27 New Zealand managed funds hold Moodys as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.360% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Moodys 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 Moodys?

Generate Focused Growth Managed Fund has the largest direct holding at 0.360% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Moodys?

27 funds hold Moodys directly, across 6 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 Moodys 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
Generate Focused Growth Managed Fund	GGenerate	0.360%
ACI Growth Fund	AACI	0.090%
AMP International Shares Managed Fund	AMP	0.090%
Mercer Core Global Shares Fund	Mercer	0.090%
Mercer Core Hedged Global Shares Fund	Mercer	0.090%
Mercer All Country Global Shares Index Fund	Mercer	0.080%
Mercer Global Shares Fund	Mercer	0.080%
AMP Aggressive Managed Fund	AMP	0.050%
AMP Growth Managed Fund	AMP	0.040%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.040%
Mercer Responsible Global Shares Fund	Mercer	0.040%
ACI Conservative Fund	AACI	0.030%
AMP Balanced Managed Fund	AMP	0.030%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.020%
Mercer Responsible Balanced Fund	Mercer	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%

Funds holding Moodys usually also hold

Companies that appear alongside Moodys in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Moodys — shown so you can check the grouping rather than take it on trust.

MOODYS CORPORATION
Moodys
Moodys Corporation

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