Skip to main content
ManagedFunds.nz
SA

Direct holding

Which NZ managed funds hold SWEDBANK AB?

36 funds hold SWEDBANK AB directly, across 12 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

Direct holdings only. Funds that hold SWEDBANK AB 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.

FundManager% of fund
Te Ahumairangi Global Equity FundTe Ahumairangi0.610%
Summer Global EquitiesSummer0.360%
BetaShares Global Sustainability Leaders FundBetaShares0.320%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)BetaShares0.320%
Summer Growth SelectionSummer0.170%
Mercer Core Hedged Global Shares FundMercer0.160%
Mercer Core Global Shares FundMercer0.150%
Mercer Responsible Global Shares FundMercer0.140%
Octagon Balanced FundOctagon0.120%
Summer Balanced SelectionSummer0.120%
Mercer Global Shares FundMercer0.100%
ANZ Investments OneAnswer International Share FundANZ Investments0.070%
Simplicity Hedged Global Share FundSimplicity0.060%
Simplicity Unhedged Global Share FundSimplicity0.060%
Mercer Responsible Balanced FundMercer0.050%
Summer Conservative SelectionSummer0.050%
ANZ Investments OneAnswer High Growth FundANZ Investments0.050%
ANZ Investments OneAnswer Balanced Growth FundANZ Investments0.040%
Simplicity High Growth Investment FundSimplicity0.040%
ANZ Investments OneAnswer Growth FundANZ Investments0.040%
Mercer All Country Global Shares Index FundMercer0.030%
Russell Investments Global Fixed Interest FundRussell Investments0.030%
Simplicity Growth Investment FundSimplicity0.030%
ANZ Investments OneAnswer Balanced FundANZ Investments0.030%
ACI Growth FundAACI0.020%
Simplicity Balanced Investment FundSimplicity0.020%
ANZ Investments OneAnswer Conservative Balanced FundANZ Investments0.020%
ACI Conservative FundAACI0.010%
Harbour Balanced Growth FundHarbour0.010%
AMP International Shares Managed FundAMP0.010%
Simplicity Conservative Investment FundSimplicity0.010%
ANZ Investments OneAnswer Conservative FundANZ Investments0.010%
AMP Balanced Managed FundAMP0.000%
AMP Growth Managed FundAMP0.000%
AMP Aggressive Managed FundAMP0.000%
Booster Shielded Growth FundBooster0.000%

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 6 spellings were treated as SWEDBANK AB — shown so you can check the grouping rather than take it on trust.

  • SWEDBANK AB
  • SWEDBANK AB - A SHARES
  • SWEDBANK CLASS A
  • Swedbank AB
  • Swedbank Ab
  • Swedbank Ab - A Shares

← All holdings