Which New Zealand managed funds hold SAGE GROUP?

33 New Zealand managed funds hold SAGE GROUP as a direct holding, across 12 fund managers. Weights range from 0.000% to 0.090% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SAGE GROUP 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 SAGE GROUP?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.090% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SAGE GROUP?

33 funds hold SAGE GROUP 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 SAGE GROUP 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
Evidential Sustainable Targeted Factor Fund	Evidential	0.090%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.070%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.070%
Kernel World ex-US Fund	Kernel	0.050%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.030%
Russell Investments Global Fixed Interest Fund	Russell Investments	0.030%
Mercer Responsible Global Shares Fund	Mercer	0.020%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.020%
ACI Growth Fund	AACI	0.010%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Simplicity High Growth Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Kernel High Growth Fund	Kernel	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
ACI Conservative Fund	AACI	0.000%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Kernel Balanced Fund	Kernel	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%

Funds holding SAGE GROUP usually also hold

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

SAGE GROUP
SAGE GROUP PLC/THE
Sage Group
Sage Group PLC
Sage Group PLC/The
THE SAGE GROUP PLC

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