Which New Zealand managed funds hold Sims Ltd?

12 New Zealand managed funds hold Sims Ltd as a direct holding, across 5 fund managers. Weights range from -0.320% to 5.24% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Sims 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 Sims Ltd?

TAHITO Te Tai o Rehua Fund has the largest direct holding at 5.24% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Sims Ltd?

12 funds hold Sims Ltd directly, across 5 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 Sims 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
TAHITO Te Tai o Rehua Fund	TAHITO	5.24%
Milford Australian Absolute Growth Fund	Milford	0.480%
Smart Australian Resources ETF	Smartshares	0.390%
Smart Australian Top 200 ETF	Smartshares	0.110%
Milford Aggressive Fund	Milford	0.090%
Milford Active Growth Fund	Milford	0.070%
Milford Balanced Fund	Milford	0.060%
Milford Conservative Fund	Milford	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Harbour Growth Fund	Harbour	0.000%
Harbour Balanced Fund	Harbour	0.000%
Salt Long Short Fund	Salt	-0.320%

Funds holding Sims Ltd usually also hold

Companies that appear alongside Sims 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 2 spellings were treated as Sims Ltd — shown so you can check the grouping rather than take it on trust.

Sims Group Ltd
Sims Ltd

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