Which New Zealand managed funds hold Suncorp Group?

42 New Zealand managed funds hold Suncorp Group as a direct holding, across 13 fund managers. Weights range from 0.000% to 3.75% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Suncorp Group 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 Suncorp Group?

BetaShares Australian Sustainability Leaders Fund has the largest direct holding at 3.75% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Suncorp Group?

42 funds hold Suncorp Group directly, across 13 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 Suncorp Group 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
BetaShares Australian Sustainability Leaders Fund	BetaShares	3.75%
Smart Australian Financials ETF	Smartshares	1.97%
Devon Trans-Tasman Fund	Devon	1.75%
Smart Australian Dividend ETF	Smartshares	1.01%
Devon Australian Fund	Devon	0.990%
BetaShares Australia 200 Fund	BetaShares	0.680%
Smart Australian Top 200 ETF	Smartshares	0.650%
Summer Australian Equities	Summer	0.330%
Milford Active Growth Fund	Milford	0.310%
Booster Wealth Geared Growth Fund	Booster	0.150%
Booster Wealth High Growth Fund	Booster	0.120%
Booster Wealth Growth Fund	Booster	0.110%
Booster Socially Responsible Growth Fund	Booster	0.090%
Booster Wealth Balanced Fund	Booster	0.080%
Booster Socially Responsible High Growth Fund	Booster	0.080%
Milford Balanced Fund	Milford	0.070%
Booster Socially Responsible Balanced Fund	Booster	0.070%
Booster Wealth Moderate Fund	Booster	0.050%
Kernel World ex-US Fund	Kernel	0.050%
ACI Growth Fund	AACI	0.040%
AMP Aggressive Managed Fund	AMP	0.040%
Milford Conservative Fund	Milford	0.040%
Booster Shielded Growth Fund	Booster	0.040%
Kernel High Growth Fund	Kernel	0.040%
Summer Growth Selection	Summer	0.040%
AMP Balanced Managed Fund	AMP	0.030%
AMP Growth Managed Fund	AMP	0.030%
Summer Balanced Selection	Summer	0.030%
Octagon Balanced Fund	Octagon	0.020%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
Kernel Balanced Fund	Kernel	0.020%
ACI Conservative Fund	AACI	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Simplicity High Growth Investment Fund	Simplicity	0.010%
Summer Conservative Selection	Summer	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Mercer Global Shares Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%

Funds holding Suncorp Group usually also hold

Companies that appear alongside Suncorp Group 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 Suncorp Group — shown so you can check the grouping rather than take it on trust.

SUNCORP GROUP LTD
Suncorp Group
Suncorp Group Limited
Suncorp Group Ltd

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