Which New Zealand managed funds hold Washington H. Soul Pattinson?

12 New Zealand managed funds hold Washington H. Soul Pattinson as a direct holding, across 5 fund managers. Weights range from 0.000% to 1.63% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Washington H. Soul Pattinson 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 Washington H. Soul Pattinson?

Smart Australian Financials ETF has the largest direct holding at 1.63% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Washington H. Soul Pattinson?

12 funds hold Washington H. Soul Pattinson directly, across 5 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 Washington H. Soul Pattinson 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
Smart Australian Financials ETF	Smartshares	1.63%
BetaShares Australia 200 Fund	BetaShares	0.550%
Smart Australian Top 200 ETF	Smartshares	0.530%
Smart Australian Dividend ETF	Smartshares	0.410%
Kernel World ex-US Fund	Kernel	0.040%
Kernel High Growth Fund	Kernel	0.030%
Booster Shielded Growth Fund	Booster	0.020%
Kernel Balanced Fund	Kernel	0.020%
Kernel Global ESG Fund	Kernel	0.020%
Milford Active Growth Fund	Milford	0.000%
Milford Balanced Fund	Milford	0.000%
Milford Conservative Fund	Milford	0.000%

Funds holding Washington H. Soul Pattinson usually also hold

Companies that appear alongside Washington H. Soul Pattinson 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 Washington H. Soul Pattinson — shown so you can check the grouping rather than take it on trust.

Washington H Soul Pattinson &
Washington H Soul Pattinson & Co Ltd
Washington H Soul Pattinson & Company Limited
Washington H. Soul Pattinson

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