Which New Zealand managed funds hold Willis Towers Watson PLC?

16 New Zealand managed funds hold Willis Towers Watson PLC as a direct holding, across 7 fund managers. Weights range from 0.000% to 1.61% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Willis Towers Watson PLC 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 Willis Towers Watson PLC?

Brandywine Global Opportunistic Equity Fund has the largest direct holding at 1.61% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Willis Towers Watson PLC?

16 funds hold Willis Towers Watson PLC 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 Willis Towers Watson PLC 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
Brandywine Global Opportunistic Equity Fund	Brandywine	1.61%
Mint Diversified Growth Fund	Mint	1.04%
Evidential Sustainable Targeted Factor Fund	Evidential	0.240%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.050%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.050%
Simplicity Hedged Global Share Fund	Simplicity	0.040%
Simplicity Unhedged Global Share Fund	Simplicity	0.040%
Simplicity Growth Investment Fund	Simplicity	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.030%
Kernel Global ESG Fund	Kernel	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Booster Shielded Growth Fund	Booster	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
Kernel High Growth Fund	Kernel	0.010%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Willis Towers Watson PLC usually also hold

Companies that appear alongside Willis Towers Watson PLC in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as Willis Towers Watson PLC — shown so you can check the grouping rather than take it on trust.

WILLIS TOWERS WATSON PLC
Willis Towers Watson Ord Shs
Willis Towers Watson PLC

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