Which New Zealand managed funds hold Sumitomo Mitsui Financial Grou?

17 New Zealand managed funds hold Sumitomo Mitsui Financial Grou as a direct holding, across 4 fund managers. Weights range from 0.000% to 1.12% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Sumitomo Mitsui Financial Grou 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 Mitsui Financial Grou?

NZ Funds Global Shares has the largest direct holding at 1.12% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Sumitomo Mitsui Financial Grou?

17 funds hold Sumitomo Mitsui Financial Grou directly, across 4 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 Mitsui Financial Grou 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
NZ Funds Global Shares	NZ Funds	1.12%
NZ Funds Wealth Builder - Growth Strategy	NZ Funds	0.670%
Booster Wealth Geared Growth Fund	Booster	0.350%
Booster Socially Responsible High Growth Fund	Booster	0.310%
Booster Wealth High Growth Fund	Booster	0.290%
Booster Socially Responsible Growth Fund	Booster	0.240%
Booster Wealth Growth Fund	Booster	0.220%
Simplicity Hedged Global Share Fund	Simplicity	0.180%
Simplicity Unhedged Global Share Fund	Simplicity	0.180%
Booster Socially Responsible Balanced Fund	Booster	0.180%
Booster Wealth Balanced Fund	Booster	0.160%
Simplicity High Growth Investment Fund	Simplicity	0.130%
Simplicity Growth Investment Fund	Simplicity	0.110%
Booster Wealth Moderate Fund	Booster	0.100%
Simplicity Balanced Investment Fund	Simplicity	0.080%
Simplicity Conservative Investment Fund	Simplicity	0.030%
Generate Focused Growth Managed Fund	GGenerate	0.000%

Funds holding Sumitomo Mitsui Financial Grou usually also hold

Companies that appear alongside Sumitomo Mitsui Financial Grou in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as Sumitomo Mitsui Financial Grou — shown so you can check the grouping rather than take it on trust.

SUMITOMO MITSUI FINANCIAL GROU
Sumitomo Mitsui Financial Grou

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