Which New Zealand managed funds hold Sumitomo Corp?

13 New Zealand managed funds hold Sumitomo Corp as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.540% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Sumitomo Corp 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 Sumitomo Corp?

Clarity Global Shares Fund has the largest direct holding at 0.540% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Sumitomo Corp?

13 funds hold Sumitomo Corp directly, across 6 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 Sumitomo Corp 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
Clarity Global Shares Fund	Clarity	0.540%
Kernel World ex-US Fund	Kernel	0.200%
Mercer All Country Global Shares Index Fund	Mercer	0.050%
Mercer Core Global Shares Fund	Mercer	0.040%
Mercer Core Hedged Global Shares Fund	Mercer	0.040%
Mercer Global Shares Fund	Mercer	0.040%
Booster Shielded Growth Fund	Booster	0.040%
Mercer Responsible Global Shares Fund	Mercer	0.030%
Mercer Responsible Balanced Fund	Mercer	0.020%
Kernel High Growth Fund	Kernel	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Kernel Balanced Fund	Kernel	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%

Funds holding Sumitomo Corp usually also hold

Companies that appear alongside Sumitomo Corp in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Sumitomo Corp — shown so you can check the grouping rather than take it on trust.

SUMITOMO CORP
SUMITOMO CORP JPY
Sumitomo Corp
Sumitomo Ord Shs

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