Which New Zealand managed funds hold Region RE?

17 New Zealand managed funds hold Region RE as a direct holding, across 4 fund managers. Weights range from 0.010% to 5.75% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Region RE 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 Region RE?

Smart Australian Property ETF has the largest direct holding at 5.75% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Region RE?

17 funds hold Region RE directly, across 4 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 Region RE 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
Smart Australian Property ETF	Smartshares	5.75%
Milford Australian Absolute Growth Fund	Milford	1.46%
ANZ Investments OneAnswer Property Securities Fund	ANZ Investments	1.46%
Milford Diversified Income Fund	Milford	0.900%
BetaShares Australian Sustainability Leaders Fund	BetaShares	0.560%
Milford Balanced Fund	Milford	0.380%
Milford Conservative Fund	Milford	0.260%
Smart Australian Top 200 ETF	Smartshares	0.100%
BetaShares Australia 200 Fund	BetaShares	0.100%
Milford Aggressive Fund	Milford	0.090%
Milford Active Growth Fund	Milford	0.070%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.050%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%

Funds holding Region RE usually also hold

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

Region RE
Region RE Ltd
Region Re Ltd

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