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In New Zealand, a Substantial Product Holder (SPH) is a person with a relevant interest in 5% or more of the total quoted voting products of a listed issuer.

This page shows the issuers in which the Fund was a Substantial Product Holder as at August 2023.


Date last SPH filing made Issuer name Percentage holding at date of filing Exchange
2 February 2024 KMD Brands 10.397 NZX Main Board
13 May 2022 New Zealand King Salmon 9.1 NZX Main Board
2 May 2023 Summerset Group 5.017 NZX Main Board


SPH filings can be viewed at