Which New Zealand managed funds hold Smurfit WestRock PLC?

13 New Zealand managed funds hold Smurfit WestRock PLC as a direct holding, across 5 fund managers. Weights range from 0.000% to 0.240% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Smurfit WestRock PLC 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 Smurfit WestRock PLC?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.240% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Smurfit WestRock PLC?

13 funds hold Smurfit WestRock PLC 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 Smurfit WestRock PLC 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
Evidential Sustainable Targeted Factor Fund	Evidential	0.240%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.040%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.040%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Simplicity Growth Investment Fund	Simplicity	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding Smurfit WestRock PLC usually also hold

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

SMURFIT WESTROCK PLC
Smurfit WestRock PLC
Smurfit WestRock plc

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