Which New Zealand managed funds hold UDR INC?

16 New Zealand managed funds hold UDR INC as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.780% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding UDR INC 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 UDR INC?

Pathfinder Global Property Fund has the largest direct holding at 0.780% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold UDR INC?

16 funds hold UDR INC directly, across 6 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 UDR INC 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
Pathfinder Global Property Fund	Pathfinder	0.780%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.100%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.100%
Kernel Balanced Fund	Kernel	0.020%
Kernel High Growth Fund	Kernel	0.020%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.020%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.020%
ACI Growth Fund	AACI	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Mercer All Country Global Shares Index Fund	Mercer	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%
Mercer Responsible Balanced Fund	Mercer	0.000%
Mercer Global Shares Fund	Mercer	0.000%

Funds holding UDR INC usually also hold

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

UDR INC
UDR Inc
Udr Inc

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