Which New Zealand managed funds hold UPM-KYMMENE?

18 New Zealand managed funds hold UPM-KYMMENE as a direct holding, across 7 fund managers. Weights range from 0.000% to 0.070% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding UPM-KYMMENE 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 UPM-KYMMENE?

Kernel World ex-US Fund has the largest direct holding at 0.070% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold UPM-KYMMENE?

18 funds hold UPM-KYMMENE directly, across 7 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 UPM-KYMMENE 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
Kernel World ex-US Fund	Kernel	0.070%
Evidential Sustainable Targeted Factor Fund	Evidential	0.060%
Kernel Global ESG Fund	Kernel	0.040%
Simplicity Hedged Global Share Fund	Simplicity	0.030%
Simplicity Unhedged Global Share Fund	Simplicity	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Simplicity High Growth Investment Fund	Simplicity	0.020%
ACI Growth Fund	AACI	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Kernel Balanced Fund	Kernel	0.010%
Kernel High Growth Fund	Kernel	0.010%
ACI Conservative Fund	AACI	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Shielded Growth Fund	Booster	0.000%

Funds holding UPM-KYMMENE usually also hold

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

UPM KYMMENE CORP
UPM-KYMMENE
UPM-Kymmene Ord Shs
UPM-Kymmene Oyj

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