Which New Zealand managed funds hold Pearson?

25 New Zealand managed funds hold Pearson as a direct holding, across 9 fund managers. Weights range from 0.000% to 0.140% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Pearson 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 Pearson?

Summer Global Equities has the largest direct holding at 0.140% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Pearson?

25 funds hold Pearson directly, across 9 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 Pearson 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
Summer Global Equities	Summer	0.140%
Evidential Sustainable Targeted Factor Fund	Evidential	0.080%
Summer Growth Selection	Summer	0.070%
Octagon Balanced Fund	Octagon	0.040%
Mercer Responsible Global Shares Fund	Mercer	0.040%
Kernel World ex-US Fund	Kernel	0.040%
Summer Balanced Selection	Summer	0.040%
Kernel Global ESG Fund	Kernel	0.020%
Summer Conservative Selection	Summer	0.020%
ACI Growth Fund	AACI	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Booster Shielded Growth Fund	Booster	0.010%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.010%
ACI Conservative Fund	AACI	0.000%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.000%

Funds holding Pearson usually also hold

Companies that appear alongside Pearson in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as Pearson — shown so you can check the grouping rather than take it on trust.

PEARSON PLC
PEARSON PLC ORD
Pearson
Pearson PLC
Pearson Plc
Pearson Plc Ord

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