Which New Zealand managed funds hold Rockwell Automation?

43 New Zealand managed funds hold Rockwell Automation as a direct holding, across 12 fund managers. Weights range from 0.000% to 1.15% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Rockwell Automation 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 Rockwell Automation?

NZ Funds Global Shares has the largest direct holding at 1.15% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Rockwell Automation?

43 funds hold Rockwell Automation directly, across 12 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 Rockwell Automation 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
NZ Funds Global Shares	NZ Funds	1.15%
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	0.690%
AMP International Shares Managed Fund	AMP	0.320%
Evidential Sustainable Targeted Factor Fund	Evidential	0.300%
Summer Global Equities	Summer	0.180%
AMP Aggressive Managed Fund	AMP	0.170%
Mercer Responsible Global Shares Fund	Mercer	0.170%
Kernel Global ESG Fund	Kernel	0.150%
AMP Growth Managed Fund	AMP	0.130%
Mercer Core Global Shares Fund	Mercer	0.120%
Mercer Core Hedged Global Shares Fund	Mercer	0.120%
AMP Balanced Managed Fund	AMP	0.100%
Mercer Global Shares Fund	Mercer	0.090%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.080%
Summer Growth Selection	Summer	0.080%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.070%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.070%
Mercer Responsible Balanced Fund	Mercer	0.060%
Octagon Balanced Fund	Octagon	0.060%
Summer Balanced Selection	Summer	0.060%
Mercer All Country Global Shares Index Fund	Mercer	0.050%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.050%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.050%
ACI Growth Fund	AACI	0.040%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.040%
Summer Conservative Selection	Summer	0.030%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.030%
Booster Shielded Growth Fund	Booster	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Kernel High Growth Fund	Kernel	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Harbour T. Rowe Price Global Equity Fund	Harbour	0.000%
Harbour T. Rowe Price Global Equity Fund (Hedged)	Harbour	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Rockwell Automation usually also hold

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

ROCKWELL AUTOMATION INC
Rockwell Automation
Rockwell Automation Inc

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