Which New Zealand managed funds hold Sun Communities?

22 New Zealand managed funds hold Sun Communities as a direct holding, across 9 fund managers. Weights range from 0.000% to 2.93% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Sun Communities 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 Sun Communities?

NZ Funds Global Property has the largest direct holding at 2.93% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Sun Communities?

22 funds hold Sun Communities directly, across 9 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 Sun Communities 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 Property	NZ Funds	2.93%
Pathfinder Global Property Fund	Pathfinder	0.930%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.540%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
ACI Growth Fund	AACI	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
ACI Conservative Fund	AACI	0.000%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%

Funds holding Sun Communities usually also hold

Companies that appear alongside Sun Communities in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Sun Communities — shown so you can check the grouping rather than take it on trust.

SUN COMMUNITIES INC
Sun Communities
Sun Communities Inc

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