Which New Zealand managed funds hold XERO LIMITED ORDINARY FULLY PAID?

17 New Zealand managed funds hold XERO LIMITED ORDINARY FULLY PAID as a direct holding, across 5 fund managers. Weights range from 0.000% to 2.35% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding XERO LIMITED ORDINARY FULLY PAID 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 XERO LIMITED ORDINARY FULLY PAID?

Hyperion Australian Growth Companies PIE Fund has the largest direct holding at 2.35% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold XERO LIMITED ORDINARY FULLY PAID?

17 funds hold XERO LIMITED ORDINARY FULLY PAID 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 XERO LIMITED ORDINARY FULLY PAID 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
Hyperion Australian Growth Companies PIE Fund	Hyperion	2.35%
ANZ Investments OneAnswer Australian Share Fund	ANZ Investments	2.17%
Mercer Responsible Trans-Tasman Shares Fund	Mercer	0.470%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.120%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.100%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.080%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.070%
Mercer Responsible Balanced Fund	Mercer	0.060%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.040%
AMP Aggressive Managed Fund	AMP	0.030%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.030%
ACI Growth Fund	AACI	0.020%
AMP Balanced Managed Fund	AMP	0.020%
AMP Growth Managed Fund	AMP	0.020%
ACI Conservative Fund	AACI	0.010%
Mercer All Country Global Shares Index Fund	Mercer	0.010%
Mercer Global Shares Fund	Mercer	0.000%

Funds holding XERO LIMITED ORDINARY FULLY PAID usually also hold

Companies that appear alongside XERO LIMITED ORDINARY FULLY PAID in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as XERO LIMITED ORDINARY FULLY PAID — shown so you can check the grouping rather than take it on trust.

XERO LIMITED ORDINARY FULLY PAID
Xero Limited Ordinary Fully Paid

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