Which New Zealand managed funds hold Otis Worldwide Corp?

25 New Zealand managed funds hold Otis Worldwide Corp as a direct holding, across 7 fund managers. Weights range from 0.000% to 0.440% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Otis Worldwide 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 Otis Worldwide Corp?

Booster Wealth Geared Growth Fund has the largest direct holding at 0.440% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Otis Worldwide Corp?

25 funds hold Otis Worldwide Corp directly, across 7 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 Otis Worldwide 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
Booster Wealth Geared Growth Fund	Booster	0.440%
Booster Socially Responsible High Growth Fund	Booster	0.390%
Booster Wealth High Growth Fund	Booster	0.360%
Booster Socially Responsible Growth Fund	Booster	0.310%
Booster Wealth Growth Fund	Booster	0.270%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.240%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.240%
Booster Socially Responsible Balanced Fund	Booster	0.230%
Booster Wealth Balanced Fund	Booster	0.200%
Booster Shielded Growth Fund	Booster	0.190%
Booster Wealth Moderate Fund	Booster	0.120%
Mint Diversified Income Fund	Mint	0.110%
Kernel Global ESG Fund	Kernel	0.090%
Harbour Balanced Growth Fund	Harbour	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.050%
Simplicity Unhedged Global Share Fund	Simplicity	0.050%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.050%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.050%
Simplicity Growth Investment Fund	Simplicity	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Otis Worldwide Corp usually also hold

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

OTIS WORLDWIDE CORP
Otis Worldwide Corp
Otis Worldwide Corporation

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