Which New Zealand managed funds hold ZURICH FINANCIAL SERVICES?

19 New Zealand managed funds hold ZURICH FINANCIAL SERVICES as a direct holding, across 4 fund managers. Weights range from 0.010% to 0.130% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding ZURICH FINANCIAL SERVICES 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 ZURICH FINANCIAL SERVICES?

Mercer Responsible Global Shares Fund has the largest direct holding at 0.130% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold ZURICH FINANCIAL SERVICES?

19 funds hold ZURICH FINANCIAL SERVICES directly, across 4 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 ZURICH FINANCIAL SERVICES 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
Mercer Responsible Global Shares Fund	Mercer	0.130%
Mercer All Country Global Shares Index Fund	Mercer	0.120%
ACI Growth Fund	AACI	0.060%
Mercer Global Shares Fund	Mercer	0.060%
Mercer Responsible Balanced Fund	Mercer	0.050%
AMP International Shares Managed Fund	AMP	0.040%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.040%
Mercer Core Global Shares Fund	Mercer	0.040%
Mercer Core Hedged Global Shares Fund	Mercer	0.040%
ACI Conservative Fund	AACI	0.020%
AMP Growth Managed Fund	AMP	0.020%
AMP Aggressive Managed Fund	AMP	0.020%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.020%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.020%
AMP Balanced Managed Fund	AMP	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%

Funds holding ZURICH FINANCIAL SERVICES usually also hold

Companies that appear alongside ZURICH FINANCIAL SERVICES 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 ZURICH FINANCIAL SERVICES — shown so you can check the grouping rather than take it on trust.

ZURICH FINANCIAL SERVICES
Zurich Financial Services

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