0001555829-12-000010.txt : 20121211 0001555829-12-000010.hdr.sgml : 20121211 20121210192011 ACCESSION NUMBER: 0001555829-12-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20121211 DATE AS OF CHANGE: 20121210 EFFECTIVENESS DATE: 20121211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Gareth Morgan Investments Limited Partnership CENTRAL INDEX KEY: 0001555829 IRS NUMBER: 000000000 STATE OF INCORPORATION: Q2 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15009 FILM NUMBER: 121254644 BUSINESS ADDRESS: STREET 1: LEVEL 10, 109 FEATHERSTON STREET STREET 2: PO BOX 10068 CITY: WELLINGTON STATE: Q2 ZIP: 6143 BUSINESS PHONE: 006444946079 MAIL ADDRESS: STREET 1: LEVEL 10, 109 FEATHERSTON STREET STREET 2: PO BOX 10068 CITY: WELLINGTON STATE: Q2 ZIP: 6143 13F-HR 1 033111file.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2011 Check here if Amendment [ ]; Amendment Number: ____ This Amendment (Check only one.):[ ]is a restatement. [ ]adds new holding entries. Institutional Investment Manager Filing this Report: Name: Gareth Morgan Investments Limited Partnership Address: Level 10, 109 Featherston Street, Wellington 6011, New Zealand 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Stephan Clark Title: Senior Business Analyst Phone: + 64 9 4427645 Signature, Place, and Date of Signing: /s/ Stephan Clark Auckland, New Zealand December 10, 2012 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total:28 Form 13F Information Table Value Total:$284,888(thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE

VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000)PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE --------------------------- --------------- -------- ------- ------- --- ---- ------- -------- -------- ----- ----- ISHARES INC MSCI PAC J IDX 464286665 6834 141458 SH SOLE 141458 ISHARES INC MSCI CDA INDEX 464286509 2911 86599 SH SOLE 86599 ISHARES INC MSCI JAPAN 464286848 5442 527545 SH SOLE 527545 ISHARES INC MSCI UTD KINGD 464286699 4305 240367 SH SOLE 240367 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25747 374726 SH SOLE 374726 VANGUARD INTL EQUITY F MSCI EMR MKT ETF922042858 12926 264064 SH SOLE 264064 JOHNSON & JOHNSON COM 478160104 3270 55192 SH SOLE 55192 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 3408 118546 SH SOLE 118546 APPLE INC COM 037833100 18097 51927 SH SOLE 51927 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 11099 201907 SH SOLE 201907 BLACKROCK INC COM 09247X101 11986 59628 SH SOLE 59628 DISNEY WALT CO COM DISNEY 254687106 11892 275975 SH SOLE 275975 GOOGLE INC CL A 38259P508 16452 28039 SH SOLE 28039 HOME DEPOT INC COM 437076102 9620 259584 SH SOLE 259584 JPMORGAN CHASE & CO COM 46625H100 12957 281053 SH SOLE 281053 COCA COLA CO COM 191216100 7818 117844 SH SOLE 117844 MASTERCARD INC CL A 57636Q104 6130 24352 SH SOLE 24352 MCDONALDS CORP COM 580135101 9442 124096 SH SOLE 124096 NOVARTIS A G SPONSORED ADR 66987V109 9284 170819 SH SOLE 170819 PEPSICO INC COM 713448108 5577 86579 SH SOLE 86579 PROCTER & GAMBLE CO COM 742718109 7286 118281 SH SOLE 118281 PACKAGING CORP AMER COM 695156109 6833 236511 SH SOLE 236511 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 13073 179426 SH SOLE 179426 STANLEY BLACK & DECKER INC COM 854502101 6896 90024 SH SOLE 90024 VISA INC COM CL A 92826C839 5967 81046 SH SOLE 81046 VALE S A ADR 91912E105 10765 322774 SH SOLE 322774 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 28913 362542 SH SOLE 362542 YUM BRANDS INC COM 988498101 9958 193803 SH SOLE 193803