Which New Zealand managed funds hold MS&AD Insurance Group Holdings?

26 New Zealand managed funds hold MS&AD Insurance Group Holdings as a direct holding, across 10 fund managers. Weights range from 0.000% to 1.01% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding MS&AD Insurance Group Holdings 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 MS&AD Insurance Group Holdings?

Te Ahumairangi Global Equity Fund has the largest direct holding at 1.01% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold MS&AD Insurance Group Holdings?

26 funds hold MS&AD Insurance Group Holdings 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 MS&AD Insurance Group Holdings 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
Te Ahumairangi Global Equity Fund	Te Ahumairangi	1.01%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.370%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.370%
Kernel World ex-US Fund	Kernel	0.140%
AMP International Shares Managed Fund	AMP	0.080%
Simplicity Hedged Global Share Fund	Simplicity	0.050%
Simplicity Unhedged Global Share Fund	Simplicity	0.050%
AMP Aggressive Managed Fund	AMP	0.040%
Mercer All Country Global Shares Index Fund	Mercer	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.040%
ACI Growth Fund	AACI	0.030%
AMP Growth Managed Fund	AMP	0.030%
Simplicity Growth Investment Fund	Simplicity	0.030%
Booster Shielded Growth Fund	Booster	0.030%
AMP Balanced Managed Fund	AMP	0.020%
Mercer Global Shares Fund	Mercer	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Kernel High Growth Fund	Kernel	0.020%
ACI Conservative Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Core Global Shares Fund	Mercer	0.010%
Mercer Core Hedged Global Shares Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%

Funds holding MS&AD Insurance Group Holdings usually also hold

Companies that appear alongside MS&AD Insurance Group Holdings in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as MS&AD Insurance Group Holdings — shown so you can check the grouping rather than take it on trust.

MS & AD INSURANCE GROUP HOLDINGS
MS&AD INSURANCE GROUP HOLDINGS INC
MS&AD Insurance Group Holdings
MS&AD Insurance Group Holdings Inc
MS&AD Insurance Group Holdings Ord Shs

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