Which New Zealand managed funds hold WSTP NFIX3FRA + 73 06/07/2026?

10 New Zealand managed funds hold WSTP NFIX3FRA + 73 06/07/2026 as a direct holding, across 2 fund managers. Weights range from 0.070% to 8.01% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding WSTP NFIX3FRA + 73 06/07/2026 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 WSTP NFIX3FRA + 73 06/07/2026?

Simplicity NZ Cash Fund has the largest direct holding at 8.01% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold WSTP NFIX3FRA + 73 06/07/2026?

10 funds hold WSTP NFIX3FRA + 73 06/07/2026 directly, across 2 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 WSTP NFIX3FRA + 73 06/07/2026 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
Simplicity NZ Cash Fund	Simplicity	8.01%
Simplicity NZ Bond Fund	Simplicity	5.94%
Simplicity Homes and Income Investment Fund	Simplicity	5.70%
Simplicity Conservative Investment Fund	Simplicity	2.54%
Simplicity Balanced Investment Fund	Simplicity	1.34%
Simplicity Growth Investment Fund	Simplicity	0.700%
Milford Diversified Income Fund	Milford	0.450%
Milford Balanced Fund	Milford	0.160%
Milford Conservative Fund	Milford	0.130%
Simplicity High Growth Investment Fund	Simplicity	0.070%

Funds holding WSTP NFIX3FRA + 73 06/07/2026 usually also hold

Companies that appear alongside WSTP NFIX3FRA + 73 06/07/2026 in the same funds' filings.

← All holdings