Which New Zealand managed funds hold SHIMAMURA CO LTD?

15 New Zealand managed funds hold SHIMAMURA CO LTD as a direct holding, across 8 fund managers. Weights range from 0.000% to 1.90% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SHIMAMURA CO LTD 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 SHIMAMURA CO LTD?

Brandywine Global Opportunistic Equity Fund has the largest direct holding at 1.90% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SHIMAMURA CO LTD?

15 funds hold SHIMAMURA CO LTD directly, across 8 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 SHIMAMURA CO LTD 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
Brandywine Global Opportunistic Equity Fund	Brandywine	1.90%
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.660%
Summer Global Equities	Summer	0.300%
Summer Growth Selection	Summer	0.140%
Octagon Balanced Fund	Octagon	0.100%
Summer Balanced Selection	Summer	0.090%
Summer Conservative Selection	Summer	0.040%
Evidential Sustainable Targeted Factor Fund	Evidential	0.020%
Kernel World ex-US Fund	Kernel	0.010%
Kernel Global ESG Fund	Kernel	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding SHIMAMURA CO LTD usually also hold

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

SHIMAMURA CO LTD
Shimamura Co Ltd
Shimamura Ord Shs

← All holdings