Which New Zealand managed funds hold W P CAREY INC?

10 New Zealand managed funds hold W P CAREY INC as a direct holding, across 4 fund managers. Weights range from 0.000% to 0.380% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding W P CAREY 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 W P CAREY INC?

Te Ahumairangi Global Equity Fund has the largest direct holding at 0.380% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold W P CAREY INC?

10 funds hold W P CAREY INC directly, across 4 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 W P CAREY 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
Te Ahumairangi Global Equity Fund	Te Ahumairangi	0.380%
AMP International Shares Managed Fund	AMP	0.120%
AMP Aggressive Managed Fund	AMP	0.060%
AMP Growth Managed Fund	AMP	0.050%
AMP Balanced Managed Fund	AMP	0.040%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
ACI Growth Fund	AACI	0.010%
Mercer Global Shares Fund	Mercer	0.010%
ACI Conservative Fund	AACI	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%

Funds holding W P CAREY INC usually also hold

Companies that appear alongside W P CAREY INC in the same funds' filings.

← All holdings