Which New Zealand managed funds hold NatWest Group?

51 New Zealand managed funds hold NatWest Group as a direct holding, across 17 fund managers. Weights range from 0.000% to 2.41% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding NatWest Group 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 NatWest Group?

Milford Active Growth Fund has the largest direct holding at 2.41% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold NatWest Group?

51 funds hold NatWest Group directly, across 17 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 NatWest Group 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
Milford Active Growth Fund	Milford	2.41%
Milford Aggressive Fund	Milford	1.63%
Milford Global Equity Fund	Milford	1.50%
Milford Balanced Fund	Milford	1.06%
Milford Diversified Income Fund	Milford	0.710%
Pathfinder Global Responsibility Fund	Pathfinder	0.700%
Antipodes Global Fund – Long (PIE)	Antipodes	0.620%
Clarity Global Shares Fund	Clarity	0.570%
Milford Conservative Fund	Milford	0.530%
Milford Australian Absolute Growth Fund	Milford	0.500%
Pathfinder Ethical Growth Fund	Pathfinder	0.370%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.290%
Kernel World ex-US Fund	Kernel	0.260%
Aurellan Global Shares Fund	AAurellan	0.150%
Aurellan Hedged Global Shares Fund	AAurellan	0.150%
AMP International Shares Managed Fund	AMP	0.140%
Kernel Global ESG Fund	Kernel	0.140%
Summer Global Equities	Summer	0.130%
Mercer Core Global Shares Fund	Mercer	0.120%
Mercer Core Hedged Global Shares Fund	Mercer	0.120%
Mercer Responsible Global Shares Fund	Mercer	0.090%
Mercer Global Shares Fund	Mercer	0.090%
Simplicity Hedged Global Share Fund	Simplicity	0.090%
Simplicity Unhedged Global Share Fund	Simplicity	0.090%
AMP Aggressive Managed Fund	AMP	0.070%
Simplicity High Growth Investment Fund	Simplicity	0.070%
AMP Growth Managed Fund	AMP	0.060%
Mercer All Country Global Shares Index Fund	Mercer	0.060%
Simplicity Growth Investment Fund	Simplicity	0.060%
Summer Growth Selection	Summer	0.060%
Harbour Balanced Growth Fund	Harbour	0.050%
AMP Balanced Managed Fund	AMP	0.040%
Mercer Responsible Balanced Fund	Mercer	0.040%
Octagon Balanced Fund	Octagon	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.040%
Summer Balanced Selection	Summer	0.040%
ACI Growth Fund	AACI	0.030%
Booster Shielded Growth Fund	Booster	0.030%
Kernel High Growth Fund	Kernel	0.030%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.020%
Kernel Balanced Fund	Kernel	0.020%
Summer Conservative Selection	Summer	0.020%
ACI Conservative Fund	AACI	0.010%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%

Funds holding NatWest Group usually also hold

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

NATWEST GROUP PLC
NATWEST GROUP PLC ORD
NatWest Group
Natwest Group PLC
Natwest Group Plc
Natwest Group Plc Ord

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