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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 March 2023.


Date last SPH filing made Issuer name Percentage holding at date of filing Exchange
12 January 2021 Kathmandu 6.0 NZX Main Board
13 May 2022 New Zealand King Salmon 9.1 NZX Main Board
7 September 2022 Kathmandu 7.1 NZX Main Board
24 March 2023 Mercury NZ Limited 52.4 NZX Main Board


SPH filings can be viewed at