Which New Zealand managed funds hold Sumitomo Forestry Co?

15 New Zealand managed funds hold Sumitomo Forestry Co as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.030% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Sumitomo Forestry Co 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 Forestry Co?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.030% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Sumitomo Forestry Co?

15 funds hold Sumitomo Forestry Co 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 Forestry Co 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	0.030%
Kernel World ex-US Fund	Kernel	0.020%
Kernel Global ESG Fund	Kernel	0.020%
Schroder Sustainable Global Core PIE Fund	Schroders	0.020%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.020%
Mercer Core Global Shares Fund	Mercer	0.010%
Mercer Core Hedged Global Shares Fund	Mercer	0.010%
Mercer Responsible Global Shares Fund	Mercer	0.010%
ACI Conservative Fund	AACI	0.000%
ACI Growth Fund	AACI	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding Sumitomo Forestry Co usually also hold

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

SUMITOMO FORESTRY CO LTD
Sumitomo Forestry Co
Sumitomo Forestry Co Ltd
Sumitomo Forestry Ord Shs

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