Which New Zealand managed funds hold PTC INC?

33 New Zealand managed funds hold PTC INC as a direct holding, across 10 fund managers. Weights range from 0.000% to 0.270% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding PTC INC 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 PTC INC?

BetaShares Global Quality Leaders Fund has the largest direct holding at 0.270% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold PTC INC?

33 funds hold PTC INC directly, across 10 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 PTC INC 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 Global Quality Leaders Fund	BetaShares	0.270%
Evidential Sustainable Targeted Factor Fund	Evidential	0.100%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.090%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.090%
ACI Growth Fund	AACI	0.030%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.030%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Kernel Global ESG Fund	Kernel	0.020%
ACI Conservative Fund	AACI	0.010%
AMP International Shares Managed Fund	AMP	0.010%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	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%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.000%

Funds holding PTC INC usually also hold

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

PTC INC
PTC Inc
PTC Ord Shs
Ptc Inc

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