Which New Zealand managed funds hold Sumitomo Electric Industries?

15 New Zealand managed funds hold Sumitomo Electric Industries as a direct holding, across 5 fund managers. Weights range from 0.010% to 0.410% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Sumitomo Electric Industries 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 Electric Industries?

Fisher Funds Global Fund has the largest direct holding at 0.410% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Sumitomo Electric Industries?

15 funds hold Sumitomo Electric Industries 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 Sumitomo Electric Industries 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
Fisher Funds Global Fund	Fisher Funds	0.410%
Fisher Funds Growth Fund	Fisher Funds	0.210%
Kernel World ex-US Fund	Kernel	0.190%
Simplicity Hedged Global Share Fund	Simplicity	0.060%
Simplicity Unhedged Global Share Fund	Simplicity	0.060%
Kernel Global ESG Fund	Kernel	0.060%
Fisher Funds Conservative Fund	Fisher Funds	0.050%
Simplicity High Growth Investment Fund	Simplicity	0.050%
Simplicity Growth Investment Fund	Simplicity	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Booster Shielded Growth Fund	Booster	0.020%
Kernel High Growth Fund	Kernel	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%

Funds holding Sumitomo Electric Industries usually also hold

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

SUMITOMO ELECTRIC INDUSTRIES LTD
Sumitomo Electric Industries
Sumitomo Electric Industries Ltd
Sumitomo Electric Industries Ord Shs

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