Which New Zealand managed funds hold Sims?

14 New Zealand managed funds hold Sims as a direct holding, across 7 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 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?

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?

14 funds hold Sims directly, across 7 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 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%
Castle Point Trans-Tasman Fund	Castle Point	0.960%
BetaShares Australian Sustainability Leaders Fund	BetaShares	0.610%
Milford Australian Absolute Growth Fund	Milford	0.480%
Smart Australian Resources ETF	Smartshares	0.390%
Castle Point 5 Oceans Fund	Castle Point	0.270%
Smart Australian Top 200 ETF	Smartshares	0.110%
BetaShares Australia 200 Fund	BetaShares	0.100%
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%
Salt Long Short Fund	Salt	-0.320%

Funds holding Sims usually also hold

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

Sims
Sims Group Ltd
Sims Ltd

← All holdings