Which New Zealand managed funds hold Simon Property Group A?

42 New Zealand managed funds hold Simon Property Group A as a direct holding, across 11 fund managers. Weights range from 0.010% to 5.25% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Simon Property Group A 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 Simon Property Group A?

ANZ Investments OneAnswer International Property Fund has the largest direct holding at 5.25% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Simon Property Group A?

42 funds hold Simon Property Group A directly, across 11 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 Simon Property Group A 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
ANZ Investments OneAnswer International Property Fund	ANZ Investments	5.25%
Resolution Capital Global Property Securities PIE Fund	Resolution Capital	4.85%
Mercer Global Listed Real Estate Fund	Mercer	4.51%
NZ Funds Global Property	NZ Funds	3.04%
Pathfinder Global Property Fund	Pathfinder	2.16%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.570%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.570%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.570%
Pathfinder Global Responsibility Fund	Pathfinder	0.520%
Pathfinder Ethical Growth Fund	Pathfinder	0.280%
Mercer Responsible Global Shares Fund	Mercer	0.230%
Mercer Income Generator Fund	Mercer	0.220%
Mercer Core Global Shares Fund	Mercer	0.220%
Mercer Core Hedged Global Shares Fund	Mercer	0.220%
Kernel Balanced Fund	Kernel	0.160%
Mercer Global Shares Fund	Mercer	0.150%
Kernel High Growth Fund	Kernel	0.150%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.130%
AMP International Shares Managed Fund	AMP	0.110%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.110%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.110%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.110%
Simplicity Unhedged Global Share Fund	Simplicity	0.100%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.090%
Simplicity Hedged Global Share Fund	Simplicity	0.090%
Kernel Global ESG Fund	Kernel	0.090%
Mercer Responsible Balanced Fund	Mercer	0.080%
Mercer All Country Global Shares Index Fund	Mercer	0.070%
Simplicity High Growth Investment Fund	Simplicity	0.070%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.070%
AMP Aggressive Managed Fund	AMP	0.060%
Simplicity Growth Investment Fund	Simplicity	0.060%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.060%
ACI Growth Fund	AACI	0.040%
AMP Growth Managed Fund	AMP	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.040%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.040%
AMP Balanced Managed Fund	AMP	0.030%
ACI Conservative Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%

Funds holding Simon Property Group A usually also hold

Companies that appear alongside Simon Property Group A in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as Simon Property Group A — shown so you can check the grouping rather than take it on trust.

SIMON PROPERTY GROUP INC
SIMON PROPERTY GROUP INC USD
Simon Property Group A
Simon Property Group Inc
Simon Property Group Inc Usd

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