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NOVARTIS AG

Direct holding

Which NZ managed funds hold NOVARTIS AG?

52 funds hold NOVARTIS AG directly, across 14 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

Direct holdings only. Funds that hold NOVARTIS AG 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.

FundManager% of fund
Kernel World ex-US FundKernel1.29%
BetaShares Global Sustainability Leaders FundBetaShares1.23%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)BetaShares1.23%
Clarity Global Shares FundClarity1.20%
Aurellan Global Shares FundAAurellan1.11%
Aurellan Hedged Global Shares FundAAurellan1.11%
Kernel S&P Global 100 FundKernel0.840%
Kernel S&P Global 100 (NZD Hedged) FundKernel0.840%
Mercer Core Hedged Global Shares FundMercer0.820%
Mercer Core Global Shares FundMercer0.810%
Mercer Responsible Global Shares FundMercer0.730%
AMP International Shares Managed FundAMP0.660%
Mercer Global Shares FundMercer0.600%
ANZ Investments OneAnswer International Share FundANZ Investments0.500%
Kernel Global ESG FundKernel0.500%
Simplicity Hedged Global Share FundSimplicity0.470%
Simplicity Unhedged Global Share FundSimplicity0.470%
Kernel High Growth FundKernel0.440%
ANZ Investments OneAnswer High Growth FundANZ Investments0.350%
AMP Aggressive Managed FundAMP0.340%
Simplicity High Growth Investment FundSimplicity0.340%
Mercer All Country Global Shares Index FundMercer0.320%
Booster Wealth Geared Growth FundBooster0.310%
Summer Global EquitiesSummer0.300%
ANZ Investments OneAnswer Growth FundANZ Investments0.290%
AMP Growth Managed FundAMP0.280%
Simplicity Growth Investment FundSimplicity0.280%
Booster Socially Responsible High Growth FundBooster0.280%
Mercer Responsible Balanced FundMercer0.260%
Booster Wealth High Growth FundBooster0.260%
ANZ Investments OneAnswer Balanced Growth FundANZ Investments0.240%
Kernel Balanced FundKernel0.240%
Booster Socially Responsible Growth FundBooster0.220%
Simplicity Balanced Investment FundSimplicity0.210%
AMP Balanced Managed FundAMP0.200%
Harbour Balanced Growth FundHarbour0.200%
Booster Wealth Growth FundBooster0.200%
ANZ Investments OneAnswer Balanced FundANZ Investments0.180%
Booster Socially Responsible Balanced FundBooster0.160%
Booster Wealth Balanced FundBooster0.150%
Booster Shielded Growth FundBooster0.150%
Summer Growth SelectionSummer0.140%
ANZ Investments OneAnswer Conservative Balanced FundANZ Investments0.140%
Octagon Balanced FundOctagon0.100%
Summer Balanced SelectionSummer0.100%
Booster Wealth Moderate FundBooster0.090%
ANZ Investments OneAnswer Conservative FundANZ Investments0.080%
Simplicity Conservative Investment FundSimplicity0.070%
Summer Conservative SelectionSummer0.040%
Generate Focused Growth Managed FundGGenerate0.030%
ACI Conservative FundAACI0.000%
ACI Growth FundAACI0.000%

How this security was matched

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

  • NOVARTIS AG
  • Novartis AG
  • Novartis Ag

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