Which New Zealand managed funds hold Origin Energy Ltd?

25 New Zealand managed funds hold Origin Energy Ltd as a direct holding, across 8 fund managers. Weights range from 0.000% to 7.02% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Origin Energy Ltd 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 Origin Energy Ltd?

Smart Australian Dividend ETF has the largest direct holding at 7.02% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Origin Energy Ltd?

25 funds hold Origin Energy Ltd directly, across 8 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 Origin Energy Ltd 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
Smart Australian Dividend ETF	Smartshares	7.02%
Milford Australian Absolute Growth Fund	Milford	1.29%
Milford Trans-Tasman Equity Fund	Milford	0.970%
Summer Australian Equities	Summer	0.940%
Kernel Australia 100 Fund	Kernel	0.900%
Smart Australian Top 200 ETF	Smartshares	0.790%
Generate Focused Growth Managed Fund	GGenerate	0.260%
Milford Aggressive Fund	Milford	0.220%
Milford Diversified Income Fund	Milford	0.110%
Summer Growth Selection	Summer	0.110%
Milford Balanced Fund	Milford	0.100%
Octagon Balanced Fund	Octagon	0.070%
Kernel World ex-US Fund	Kernel	0.070%
Summer Balanced Selection	Summer	0.070%
Booster Shielded Growth Fund	Booster	0.050%
Kernel High Growth Fund	Kernel	0.050%
Summer Conservative Selection	Summer	0.040%
Milford Active Growth Fund	Milford	0.030%
Milford Conservative Fund	Milford	0.030%
Mercer Core Global Shares Fund	Mercer	0.030%
Mercer Core Hedged Global Shares Fund	Mercer	0.030%
Kernel Balanced Fund	Kernel	0.030%
Mercer Global Shares Fund	Mercer	0.020%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Kernel Conservative Fund	Kernel	0.000%

Funds holding Origin Energy Ltd usually also hold

Companies that appear alongside Origin Energy Ltd 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 Origin Energy Ltd — shown so you can check the grouping rather than take it on trust.

ORIGIN ENERGY LIMITED
Origin Energy Limited
Origin Energy Ltd

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