Which New Zealand managed funds hold South32?

19 New Zealand managed funds hold South32 as a direct holding, across 8 fund managers. Weights range from 0.000% to 2.63% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding South32 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 South32?

Smart Australian Resources ETF has the largest direct holding at 2.63% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold South32?

19 funds hold South32 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 South32 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
Smart Australian Resources ETF	Smartshares	2.63%
Summer Australian Equities	Summer	1.40%
BetaShares Australia 200 Fund	BetaShares	0.750%
Smart Australian Top 200 ETF	Smartshares	0.710%
Summer Growth Selection	Summer	0.170%
Milford Aggressive Fund	Milford	0.110%
Summer Balanced Selection	Summer	0.110%
Octagon Balanced Fund	Octagon	0.100%
Milford Diversified Income Fund	Milford	0.060%
Kernel World ex-US Fund	Kernel	0.060%
Summer Conservative Selection	Summer	0.060%
Booster Shielded Growth Fund	Booster	0.050%
Milford Balanced Fund	Milford	0.040%
Kernel High Growth Fund	Kernel	0.040%
Milford Conservative Fund	Milford	0.020%
Kernel Balanced Fund	Kernel	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Kernel Global ESG Fund	Kernel	0.010%
Milford Active Growth Fund	Milford	0.000%

Funds holding South32 usually also hold

Companies that appear alongside South32 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 South32 — shown so you can check the grouping rather than take it on trust.

South32
South32 Limited
South32 Ltd

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