Which New Zealand managed funds hold SWATCH GROUP?

21 New Zealand managed funds hold SWATCH GROUP as a direct holding, across 8 fund managers. Weights range from 0.000% to 3.28% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SWATCH 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 SWATCH GROUP?

Elevation Capital Global Shares Fund has the largest direct holding at 3.28% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SWATCH GROUP?

21 funds hold SWATCH GROUP directly, across 8 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 SWATCH 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
Elevation Capital Global Shares Fund	Elevation Capital	3.28%
Evidential Sustainable Targeted Factor Fund	Evidential	0.080%
ACI Growth Fund	AACI	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Mercer Responsible Global Shares Fund	Mercer	0.010%
Booster Shielded Growth Fund	Booster	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%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
AMP International Shares Managed Fund	AMP	0.000%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.000%
Mercer Global Shares Fund	Mercer	0.000%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.000%

Funds holding SWATCH GROUP usually also hold

Companies that appear alongside SWATCH 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 6 spellings were treated as SWATCH GROUP — shown so you can check the grouping rather than take it on trust.

SWATCH GROUP
SWATCH GROUP AG
Swatch Group
THE SWATCH GROUP AG
The Swatch Group AG
The Swatch Group Ord Shs (I)

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