Which New Zealand managed funds hold Pilbara Minerals?

16 New Zealand managed funds hold Pilbara Minerals as a direct holding, across 5 fund managers. Weights range from 0.000% to 3.22% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Pilbara Minerals 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 Pilbara Minerals?

BetaShares Australian Sustainability Leaders Fund has the largest direct holding at 3.22% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Pilbara Minerals?

16 funds hold Pilbara Minerals directly, across 5 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 Pilbara Minerals 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
BetaShares Australian Sustainability Leaders Fund	BetaShares	3.22%
Smart Australian Resources ETF	Smartshares	2.15%
BetaShares Australia 200 Fund	BetaShares	0.620%
Smart Australian Top 200 ETF	Smartshares	0.580%
Milford Australian Absolute Growth Fund	Milford	0.450%
Milford Aggressive Fund	Milford	0.180%
Summer Australian Equities	Summer	0.150%
Milford Balanced Fund	Milford	0.080%
Milford Diversified Income Fund	Milford	0.070%
Milford Active Growth Fund	Milford	0.040%
Milford Conservative Fund	Milford	0.030%
Summer Growth Selection	Summer	0.020%
Octagon Balanced Fund	Octagon	0.010%
Summer Balanced Selection	Summer	0.010%
Summer Conservative Selection	Summer	0.010%
Smart Australian Mid Cap ETF	Smartshares	0.000%

Funds holding Pilbara Minerals usually also hold

Companies that appear alongside Pilbara Minerals 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 Pilbara Minerals — shown so you can check the grouping rather than take it on trust.

Pilbara Minerals
Pilbara Minerals LTD
Pilbara Minerals Ltd

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