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ANZ Default KiwiSaver Scheme-Balanced (0P00009UTJ)

New Zealand

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2.608 +0.002 +0.07%

07/11 - Delayed Data. Currency in NZD

Type: Fund

Market: New Zealand

Asset Class: Equity

Morningstar Rating:
Total Assets: 280.45M

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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	18.569
Price to Book	2.286	2.120
Price to Sales	2.051	2.314
Price to Cash Flow	12.098	11.385
Dividend Yield	2.416	2.675
5 Years Earnings Growth	8.280	9.892

Sector Allocation

Name	Net %	Category Average
Technology	18.180	15.599
Industrials	13.840	13.382
Financial Services	13.020	12.536
Real Estate	12.030	8.345
Healthcare	11.890	13.393
Utilities	7.200	8.044
Communication Services	7.200	7.076
Consumer Cyclical	6.990	8.233
Basic Materials	3.820	5.156
Consumer Defensive	3.620	5.412
Energy	2.200	2.821

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	32.97	+0.21%
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	5.45B	8.92	11.90	8.19
ANZ KiwiSaver Balanced	3.83B	6.98	9.15	5.93
ANZ KiwiSaver Conservative Balanced	1.76B	5.64	7.74	4.79
ANZ Default KiwiSaver Scheme Cnsrv	657.51M	4.93	7.28	4.24
OneAnswer KiwiSaver Balanced	635.62M	6.98	9.15	5.95

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