Which New Zealand managed funds hold Zurich Insurance Group AG?

28 New Zealand managed funds hold Zurich Insurance Group AG as a direct holding, across 8 fund managers. Weights range from 0.010% to 1.63% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Zurich Insurance Group AG 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 Insurance Group AG?

BetaShares Global Quality Leaders Fund has the largest direct holding at 1.63% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Zurich Insurance Group AG?

28 funds hold Zurich Insurance Group AG 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 Zurich Insurance Group AG 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
BetaShares Global Quality Leaders Fund	BetaShares	1.63%
Kernel S&P Global Dividend Aristocrats Fund	Kernel	0.800%
Kernel World ex-US Fund	Kernel	0.480%
Pathfinder Global Responsibility Fund	Pathfinder	0.280%
Fisher Funds Global Fund	Fisher Funds	0.250%
Booster Wealth Geared Growth Fund	Booster	0.220%
Booster Socially Responsible High Growth Fund	Booster	0.200%
Booster Wealth High Growth Fund	Booster	0.180%
Simplicity Hedged Global Share Fund	Simplicity	0.160%
Simplicity Unhedged Global Share Fund	Simplicity	0.160%
Booster Socially Responsible Growth Fund	Booster	0.160%
Pathfinder Ethical Growth Fund	Pathfinder	0.150%
Booster Wealth Growth Fund	Booster	0.140%
Fisher Funds Growth Fund	Fisher Funds	0.130%
Simplicity High Growth Investment Fund	Simplicity	0.120%
Booster Socially Responsible Balanced Fund	Booster	0.120%
Simplicity Growth Investment Fund	Simplicity	0.100%
Booster Wealth Balanced Fund	Booster	0.100%
Simplicity Balanced Investment Fund	Simplicity	0.070%
Kernel Global ESG Fund	Kernel	0.070%
Booster Wealth Moderate Fund	Booster	0.060%
Kernel High Growth Fund	Kernel	0.060%
Booster Shielded Growth Fund	Booster	0.050%
Fisher Funds Conservative Fund	Fisher Funds	0.030%
Harbour Balanced Growth Fund	Harbour	0.030%
Kernel Balanced Fund	Kernel	0.030%
Simplicity Conservative Investment Fund	Simplicity	0.020%
Generate Focused Growth Managed Fund	GGenerate	0.010%

Funds holding Zurich Insurance Group AG usually also hold

Companies that appear alongside Zurich Insurance Group AG 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 Insurance Group AG — shown so you can check the grouping rather than take it on trust.

ZURICH INSURANCE GROUP AG
Zurich Insurance Group AG

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