Which New Zealand managed funds hold SGH?

14 New Zealand managed funds hold SGH as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.880% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SGH 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 SGH?

Summer Australian Equities has the largest direct holding at 0.880% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SGH?

14 funds hold SGH directly, across 6 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 SGH 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
Summer Australian Equities	Summer	0.880%
BetaShares Australia 200 Fund	BetaShares	0.310%
Summer Growth Selection	Summer	0.110%
Octagon Balanced Fund	Octagon	0.070%
Summer Balanced Selection	Summer	0.070%
Summer Conservative Selection	Summer	0.040%
Kernel High Growth Fund	Kernel	0.020%
Kernel World ex-US Fund	Kernel	0.020%
Kernel Global ESG Fund	Kernel	0.020%
Kernel Balanced Fund	Kernel	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Milford Active Growth Fund	Milford	0.000%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%

Funds holding SGH usually also hold

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

SGH
SGH Limited
SGH Ltd

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