Which New Zealand managed funds hold TRANSUNION?

23 New Zealand managed funds hold TRANSUNION as a direct holding, across 9 fund managers. Weights range from 0.000% to 0.150% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding TRANSUNION 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 TRANSUNION?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.150% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold TRANSUNION?

23 funds hold TRANSUNION directly, across 9 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 TRANSUNION 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
Evidential Sustainable Targeted Factor Fund	Evidential	0.150%
Milford Active Growth Fund	Milford	0.080%
Milford Aggressive Fund	Milford	0.060%
ACI Growth Fund	AACI	0.040%
Milford Balanced Fund	Milford	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
ACI Conservative Fund	AACI	0.010%
Milford Conservative Fund	Milford	0.010%
AMP International Shares Managed Fund	AMP	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%
Booster Shielded Growth Fund	Booster	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Generate Focused Growth Managed Fund	GGenerate	0.000%
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 TRANSUNION usually also hold

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

TRANSUNION
Transunion

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