Which New Zealand managed funds hold nib holdings?

16 New Zealand managed funds hold nib holdings as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.630% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding nib 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 nib holdings?

BetaShares Australian Sustainability Leaders Fund has the largest direct holding at 0.630% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold nib holdings?

16 funds hold nib holdings 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 nib 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
BetaShares Australian Sustainability Leaders Fund	BetaShares	0.630%
BetaShares Australia 200 Fund	BetaShares	0.120%
Summer Australian Equities	Summer	0.110%
Milford Aggressive Fund	Milford	0.040%
ACI Growth Fund	AACI	0.030%
Milford Active Growth Fund	Milford	0.030%
Milford Balanced Fund	Milford	0.030%
ACI Conservative Fund	AACI	0.010%
AMP Growth Managed Fund	AMP	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Octagon Balanced Fund	Octagon	0.010%
Summer Balanced Selection	Summer	0.010%
Summer Growth Selection	Summer	0.010%
AMP Balanced Managed Fund	AMP	0.000%
Milford Conservative Fund	Milford	0.000%
Summer Conservative Selection	Summer	0.000%

Funds holding nib holdings usually also hold

Companies that appear alongside nib 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 3 spellings were treated as nib holdings — shown so you can check the grouping rather than take it on trust.

NIB HOLDINGS LTD
NIB Holdings Ltd
nib holdings

← All holdings