Which New Zealand managed funds hold Swire Properties Ltd?

20 New Zealand managed funds hold Swire Properties Ltd as a direct holding, across 4 fund managers. Weights range from 0.000% to 0.010% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Swire Properties Ltd 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 Swire Properties Ltd?

Booster Wealth Moderate Fund has the largest direct holding at 0.010% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Swire Properties Ltd?

20 funds hold Swire Properties Ltd directly, across 4 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 Swire Properties Ltd 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
Booster Wealth Moderate Fund	Booster	0.010%
Booster Wealth Balanced Fund	Booster	0.010%
Booster Wealth Growth Fund	Booster	0.010%
Booster Wealth High Growth Fund	Booster	0.010%
Booster Wealth Geared Growth Fund	Booster	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
Kernel World ex-US Fund	Kernel	0.010%
Kernel Global ESG Fund	Kernel	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Simplicity Balanced Investment Fund	Simplicity	0.000%
Simplicity Growth Investment Fund	Simplicity	0.000%
Simplicity High Growth Investment Fund	Simplicity	0.000%
Simplicity Hedged Global Share Fund	Simplicity	0.000%
Simplicity Unhedged Global Share Fund	Simplicity	0.000%
Booster Shielded 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%

Funds holding Swire Properties Ltd usually also hold

Companies that appear alongside Swire Properties Ltd 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 Swire Properties Ltd — shown so you can check the grouping rather than take it on trust.

SWIRE PROPERTIES LTD
Swire Properties Ltd
Swire Properties Ord Shs

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