Which New Zealand managed funds hold MORGAN STANLEY?

47 New Zealand managed funds hold MORGAN STANLEY as a direct holding, across 10 fund managers. Weights range from 0.000% to 0.970% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding MORGAN STANLEY 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 MORGAN STANLEY?

NZ Funds Global Shares has the largest direct holding at 0.970% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold MORGAN STANLEY?

47 funds hold MORGAN STANLEY directly, across 10 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 MORGAN STANLEY 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
NZ Funds Global Shares	NZ Funds	0.970%
Kernel S&P Global 100 Fund	Kernel	0.580%
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.580%
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	0.580%
Booster Wealth Geared Growth Fund	Booster	0.400%
Booster Socially Responsible High Growth Fund	Booster	0.360%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.360%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.350%
AMP International Shares Managed Fund	AMP	0.330%
Booster Wealth High Growth Fund	Booster	0.330%
Booster Shielded Growth Fund	Booster	0.330%
Simplicity Hedged Global Share Fund	Simplicity	0.310%
Simplicity Unhedged Global Share Fund	Simplicity	0.310%
Booster Socially Responsible Growth Fund	Booster	0.280%
Kernel Global ESG Fund	Kernel	0.280%
Booster Wealth Growth Fund	Booster	0.250%
Kernel High Growth Fund	Kernel	0.240%
Simplicity High Growth Investment Fund	Simplicity	0.230%
Booster Socially Responsible Balanced Fund	Booster	0.230%
Mercer All Country Global Shares Index Fund	Mercer	0.220%
Mercer Core Global Shares Fund	Mercer	0.210%
Mercer Core Hedged Global Shares Fund	Mercer	0.210%
Mercer Responsible Global Shares Fund	Mercer	0.210%
Booster Wealth Balanced Fund	Booster	0.210%
Mercer Global Shares Fund	Mercer	0.200%
Simplicity Growth Investment Fund	Simplicity	0.180%
AMP Aggressive Managed Fund	AMP	0.170%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.160%
ACI Growth Fund	AACI	0.140%
AMP Growth Managed Fund	AMP	0.140%
Simplicity Balanced Investment Fund	Simplicity	0.140%
Kernel Balanced Fund	Kernel	0.130%
Booster Wealth Moderate Fund	Booster	0.120%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.110%
AMP Balanced Managed Fund	AMP	0.100%
Mercer Responsible Balanced Fund	Mercer	0.090%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.090%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.080%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.060%
ACI Conservative Fund	AACI	0.040%
Simplicity Conservative Investment Fund	Simplicity	0.040%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.030%
Fisher Funds Global Fund	Fisher Funds	0.020%
Fisher Funds Growth Fund	Fisher Funds	0.010%
Fisher Funds Conservative Fund	Fisher Funds	0.000%
Generate Focused Growth Managed Fund	GGenerate	0.000%

Funds holding MORGAN STANLEY usually also hold

Companies that appear alongside MORGAN STANLEY 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 MORGAN STANLEY — shown so you can check the grouping rather than take it on trust.

MORGAN STANLEY
Morgan Stanley
Morgan Stanley ORD

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