Which New Zealand managed funds hold VOLVO AB?

41 New Zealand managed funds hold VOLVO AB as a direct holding, across 9 fund managers. Weights range from 0.010% to 0.260% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding VOLVO AB 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 VOLVO AB?

Kernel World ex-US Fund has the largest direct holding at 0.260% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold VOLVO AB?

41 funds hold VOLVO AB 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 VOLVO AB 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	0.260%
Booster Wealth Geared Growth Fund	Booster	0.220%
Booster Socially Responsible High Growth Fund	Booster	0.200%
Booster Wealth High Growth Fund	Booster	0.180%
Booster Socially Responsible Growth Fund	Booster	0.150%
Fisher Funds Global Fund	Fisher Funds	0.140%
Booster Wealth Growth Fund	Booster	0.140%
Booster Socially Responsible Balanced Fund	Booster	0.110%
Booster Wealth Balanced Fund	Booster	0.100%
Simplicity Hedged Global Share Fund	Simplicity	0.090%
Simplicity Unhedged Global Share Fund	Simplicity	0.090%
ACI Growth Fund	AACI	0.070%
Fisher Funds Growth Fund	Fisher Funds	0.070%
Simplicity High Growth Investment Fund	Simplicity	0.070%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.060%
Mercer All Country Global Shares Index Fund	Mercer	0.060%
Simplicity Growth Investment Fund	Simplicity	0.060%
Booster Wealth Moderate Fund	Booster	0.060%
Mercer Core Global Shares Fund	Mercer	0.050%
Mercer Core Hedged Global Shares Fund	Mercer	0.050%
Mercer Responsible Global Shares Fund	Mercer	0.050%
Mercer Global Shares Fund	Mercer	0.050%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.030%
Booster Shielded Growth Fund	Booster	0.030%
Kernel High Growth Fund	Kernel	0.030%
ACI Conservative Fund	AACI	0.020%
Fisher Funds Conservative Fund	Fisher Funds	0.020%
Mercer Responsible Balanced Fund	Mercer	0.020%
AMP International Shares Managed Fund	AMP	0.020%
Kernel Balanced Fund	Kernel	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
AMP Balanced Managed Fund	AMP	0.010%
AMP Growth Managed Fund	AMP	0.010%
AMP Aggressive Managed Fund	AMP	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%

Funds holding VOLVO AB usually also hold

Companies that appear alongside VOLVO AB in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 8 spellings were treated as VOLVO AB — shown so you can check the grouping rather than take it on trust.

VOLVO AB
VOLVO AB - B
VOLVO CLASS B
Volvo AB
Volvo AB A
Volvo AB B
Volvo AB-B Shs
Volvo Ab - B

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