Which New Zealand managed funds hold SYNCHRONY FINANCIAL?

49 New Zealand managed funds hold SYNCHRONY FINANCIAL as a direct holding, across 16 fund managers. Weights range from 0.000% to 0.890% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding SYNCHRONY FINANCIAL 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 SYNCHRONY FINANCIAL?

Pie Global Growth Fund 2 has the largest direct holding at 0.890% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold SYNCHRONY FINANCIAL?

49 funds hold SYNCHRONY FINANCIAL directly, across 16 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 SYNCHRONY FINANCIAL 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
Pie Global Growth Fund 2	Pie Funds	0.890%
Clarity Global Shares Fund	Clarity	0.720%
Evidential Sustainable Targeted Factor Fund	Evidential	0.370%
Mercer Responsible Global Shares Fund	Mercer	0.200%
Summer Global Equities	Summer	0.200%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.200%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.200%
Mercer Core Global Shares Fund	Mercer	0.160%
Mercer Core Hedged Global Shares Fund	Mercer	0.160%
Mercer Global Shares Fund	Mercer	0.110%
Summer Growth Selection	Summer	0.090%
ACI Growth Fund	AACI	0.060%
Mercer Responsible Balanced Fund	Mercer	0.060%
Octagon Balanced Fund	Octagon	0.060%
Summer Balanced Selection	Summer	0.060%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.040%
Simplicity Unhedged Global Share Fund	Simplicity	0.040%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.040%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.040%
Simplicity High Growth Investment Fund	Simplicity	0.030%
Summer Conservative Selection	Summer	0.030%
ACI Conservative Fund	AACI	0.020%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
AMP Aggressive Managed Fund	AMP	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.000%
Generate Focused Growth Managed Fund	GGenerate	0.000%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	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%
Kernel Balanced Fund	Kernel	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 SYNCHRONY FINANCIAL usually also hold

Companies that appear alongside SYNCHRONY FINANCIAL in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as SYNCHRONY FINANCIAL — shown so you can check the grouping rather than take it on trust.

SYNCHRONY FINANCIAL
Synchrony Financial

← All holdings