Which New Zealand managed funds hold UNITED OVERSEAS BANK?

31 New Zealand managed funds hold UNITED OVERSEAS BANK as a direct holding, across 11 fund managers. Weights range from 0.000% to 0.740% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding UNITED OVERSEAS BANK 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 UNITED OVERSEAS BANK?

Te Ahumairangi Global Equity Fund has the largest direct holding at 0.740% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold UNITED OVERSEAS BANK?

31 funds hold UNITED OVERSEAS BANK directly, across 11 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 UNITED OVERSEAS BANK 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
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.740%
Summer Global Equities	Summer	0.340%
Kernel World ex-US Fund	Kernel	0.180%
Summer Growth Selection	Summer	0.160%
Octagon Balanced Fund	Octagon	0.110%
Summer Balanced Selection	Summer	0.110%
Kernel Global ESG Fund	Kernel	0.090%
Simplicity Unhedged Global Share Fund	Simplicity	0.070%
Simplicity Hedged Global Share Fund	Simplicity	0.060%
Simplicity High Growth Investment Fund	Simplicity	0.050%
Summer Conservative Selection	Summer	0.050%
Schroder Sustainable Global Core PIE Fund (Hedged)	Schroders	0.050%
Mercer All Country Global Shares Index Fund	Mercer	0.040%
Simplicity Growth Investment Fund	Simplicity	0.040%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Mercer Core Global Shares Fund	Mercer	0.020%
Mercer Core Hedged Global Shares Fund	Mercer	0.020%
Mercer Responsible Global Shares Fund	Mercer	0.020%
Mercer Global Shares Fund	Mercer	0.020%
Kernel High Growth Fund	Kernel	0.020%
ACI Growth Fund	AACI	0.010%
AMP Growth Managed Fund	AMP	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
AMP International Shares Managed Fund	AMP	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
ACI Conservative Fund	AACI	0.000%
AMP Balanced Managed Fund	AMP	0.000%
Booster Shielded Growth Fund	Booster	0.000%

Funds holding UNITED OVERSEAS BANK usually also hold

Companies that appear alongside UNITED OVERSEAS BANK in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as UNITED OVERSEAS BANK — shown so you can check the grouping rather than take it on trust.

UNITED OVERSEAS BANK
UNITED OVERSEAS BANK LTD
United Overseas Bank
United Overseas Bank Ltd

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