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Anz Default Kiwisaver Scheme-balanced (0P00009UTJ)

New Zealand

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2.572 +0.007 +0.27%

26/09 - Delayed Data. Currency in NZD

Type: Fund

Market: New Zealand

Asset Class: Equity

Morningstar Rating:
Total Assets: 228.01M

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0P00009UTJ Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ Default KiwiSaver Scheme-Balanced (0P00009UTJ) fund. Our ANZ Default KiwiSaver Scheme-Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	42.030	42.030	0.000
Bonds	58.980	74.160	15.180
Convertible	0.110	0.110	0.000
Other	0.190	7.950	7.760

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.611	18.781
Price to Book	2.286	2.139
Price to Sales	2.051	2.360
Price to Cash Flow	12.098	11.534
Dividend Yield	2.416	2.638
5 Years Earnings Growth	8.280	9.727

Sector Allocation

Name	Net %	Category Average
Technology	18.180	16.542
Industrials	13.840	13.607
Financial Services	13.020	12.586
Real Estate	12.030	8.277
Healthcare	11.890	13.197
Utilities	7.200	8.322
Communication Services	7.200	7.177
Consumer Cyclical	6.990	8.068
Basic Materials	3.820	4.926
Consumer Defensive	3.620	4.811
Energy	2.200	2.486

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,567

Number of short holdings: 603

Name	ISIN	Weight %	Last	Change %
Msci Emrg Markets Mini (Ifus) Sep 25	-	3.44	-	-
Swu02fc82 Trs Usd Gs 180226 Pfed	-	1.76	-	-
Federal National Mortgage Association 6%	-	1.56	-	-
Federal National Mortgage Association	-	1.54	-	-
Swu02k8l7 Trs Ms Usd 151025 Psof	-	1.41	-	-
Swu02k8m5 Trs Ms Usd 150426 Psof	-	1.41	-	-
Swu02i0q9 Trs Usd Jpm 121125 Pso	-	1.27	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	1.03	32.94	-1.52%
Federal National Mortgage Association 6%	-	1.00	-	-
Federal National Mortgage Association 5%	-	0.92	-	-

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	4.01B	6.27	8.69	7.74
ANZ KiwiSaver Balanced	3.06B	5.11	6.72	5.65
ANZ KiwiSaver Conservative Balanced	1.47B	4.31	5.75	4.61
ANZ Default KiwiSaver Scheme Cnsrv	622.41M	3.79	5.62	4.09
OneAnswer KiwiSaver Balanced	621.34M	5.11	6.72	5.67

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