Which New Zealand managed funds hold WR Berkley Corp?

28 New Zealand managed funds hold WR Berkley Corp as a direct holding, across 8 fund managers. Weights range from 0.000% to 0.230% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding WR Berkley Corp 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 WR Berkley Corp?

Evidential Sustainable Targeted Factor Fund has the largest direct holding at 0.230% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold WR Berkley Corp?

28 funds hold WR Berkley Corp directly, across 8 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 WR Berkley Corp 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
Evidential Sustainable Targeted Factor Fund	Evidential	0.230%
ACI Growth Fund	AACI	0.040%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.040%
Kernel S&P 500 (NZD Hedged) 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%
Booster Shielded Growth Fund	Booster	0.020%
ACI Conservative Fund	AACI	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Balanced Investment Fund	Simplicity	0.010%
AMP Balanced Managed Fund	AMP	0.000%
AMP Growth Managed Fund	AMP	0.000%
AMP Aggressive Managed Fund	AMP	0.000%
Harbour Balanced Growth Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
AMP International Shares Managed Fund	AMP	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding WR Berkley Corp usually also hold

Companies that appear alongside WR Berkley Corp 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 WR Berkley Corp — shown so you can check the grouping rather than take it on trust.

WR BERKLEY CORP
WR BERKLEY CORPORATION
WR BERKLEY ORD SHS
WR Berkley Corp

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