Which New Zealand managed funds hold SOUTHERN?

21 New Zealand managed funds hold SOUTHERN as a direct holding, across 7 fund managers. Weights range from 0.000% to 0.720% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SOUTHERN 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 SOUTHERN?

Resolution Capital Global Listed Infrastructure PIE Fund has the largest direct holding at 0.720% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SOUTHERN?

21 funds hold SOUTHERN 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 SOUTHERN 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
Resolution Capital Global Listed Infrastructure PIE Fund	Resolution Capital	0.720%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.190%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.190%
Mercer All Country Global Shares Index Fund	Mercer	0.120%
Mercer Responsible Global Shares Fund	Mercer	0.080%
Mercer Global Shares Fund	Mercer	0.080%
Mercer Core Global Shares Fund	Mercer	0.060%
Mercer Core Hedged Global Shares Fund	Mercer	0.060%
Booster Shielded Growth Fund	Booster	0.050%
Mercer Responsible Balanced Fund	Mercer	0.040%
Harbour Balanced Growth Fund	Harbour	0.030%
Kernel High Growth Fund	Kernel	0.020%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.010%
Kernel Balanced Fund	Kernel	0.010%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%

Funds holding SOUTHERN usually also hold

Companies that appear alongside SOUTHERN in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as SOUTHERN — shown so you can check the grouping rather than take it on trust.

SOUTHERN
SOUTHERN CO COM USD
SOUTHERN COMPANY
Southern Co
Southern Co Com Usd
Southern Company

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