Which New Zealand managed funds hold SUN LIFE FINANCIAL INC?

41 New Zealand managed funds hold SUN LIFE FINANCIAL INC as a direct holding, across 9 fund managers. Weights range from 0.000% to 0.740% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SUN LIFE FINANCIAL INC 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 LIFE FINANCIAL INC?

Kernel S&P Global Dividend Aristocrats Fund has the largest direct holding at 0.740% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SUN LIFE FINANCIAL INC?

41 funds hold SUN LIFE FINANCIAL INC 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 LIFE FINANCIAL INC 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
Kernel S&P Global Dividend Aristocrats Fund	Kernel	0.740%
AMP International Shares Managed Fund	AMP	0.270%
Fisher Funds Global Fund	Fisher Funds	0.160%
Kernel World ex-US Fund	Kernel	0.160%
AMP Aggressive Managed Fund	AMP	0.140%
AMP Growth Managed Fund	AMP	0.110%
AMP Balanced Managed Fund	AMP	0.080%
Fisher Funds Growth Fund	Fisher Funds	0.080%
Simplicity Hedged Global Share Fund	Simplicity	0.060%
Simplicity Unhedged Global Share Fund	Simplicity	0.060%
Mercer All Country Global Shares Index Fund	Mercer	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.040%
Kernel Global ESG Fund	Kernel	0.040%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.030%
Mercer Core Global Shares Fund	Mercer	0.030%
Mercer Core Hedged Global Shares Fund	Mercer	0.030%
Mercer Responsible Global Shares Fund	Mercer	0.030%
Mercer Global Shares Fund	Mercer	0.030%
Simplicity Growth Investment Fund	Simplicity	0.030%
ACI Growth Fund	AACI	0.020%
Fisher Funds Conservative Fund	Fisher Funds	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Kernel High Growth Fund	Kernel	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Kernel Balanced Fund	Kernel	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%

Funds holding SUN LIFE FINANCIAL INC usually also hold

Companies that appear alongside SUN LIFE FINANCIAL INC 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 SUN LIFE FINANCIAL INC — shown so you can check the grouping rather than take it on trust.

SUN LIFE FINANCIAL INC
Sun Life Financial Inc
Sun Life Financial ORD
Sun Life Financial Ord Shs

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