Which New Zealand managed funds hold Orix Corp?

41 New Zealand managed funds hold Orix Corp as a direct holding, across 11 fund managers. Weights range from 0.000% to 0.350% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Orix Corp 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 Orix Corp?

Te Ahumairangi Global Equity Fund has the largest direct holding at 0.350% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Orix Corp?

41 funds hold Orix Corp directly, across 11 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 Orix Corp 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	0.350%
Mercer Core Global Shares Fund	Mercer	0.260%
Mercer Core Hedged Global Shares Fund	Mercer	0.260%
Mercer Responsible Global Shares Fund	Mercer	0.170%
Mercer Global Shares Fund	Mercer	0.170%
Summer Global Equities	Summer	0.160%
Kernel World ex-US Fund	Kernel	0.150%
AMP International Shares Managed Fund	AMP	0.110%
Summer Growth Selection	Summer	0.070%
AMP Aggressive Managed Fund	AMP	0.060%
Mercer Responsible Balanced Fund	Mercer	0.060%
AMP Growth Managed Fund	AMP	0.050%
Octagon Balanced Fund	Octagon	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.050%
Simplicity Unhedged Global Share Fund	Simplicity	0.050%
Summer Balanced Selection	Summer	0.050%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.040%
Mercer All Country Global Shares Index Fund	Mercer	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.040%
AMP Balanced Managed Fund	AMP	0.030%
Simplicity Growth Investment Fund	Simplicity	0.030%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Kernel High Growth Fund	Kernel	0.020%
Summer Conservative Selection	Summer	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Kernel Balanced Fund	Kernel	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%

Funds holding Orix Corp usually also hold

Companies that appear alongside Orix Corp in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Orix Corp — shown so you can check the grouping rather than take it on trust.

ORIX CORP
ORIX CORPORATION
Orix Corp
Orix Corporation

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