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Anz Default Kiwisaver Scheme Conservative (0P00009UTH)

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2.289 +0.003    +0.11%
26/09 - Closed. Currency in NZD
Type:  Fund
Market:  New Zealand
Issuer:  ANZ New Zealand Investments Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 622.41M
ANZ Default KiwiSaver Scheme Cnsrv (Dflt) 2.289 +0.003 +0.11%

0P00009UTH Holdings

 
Comprehensive information about top holdings and Key Holding Information for the ANZ Default KiwiSaver Scheme Cnsrv (Dflt) (0P00009UTH) fund. Our ANZ Default KiwiSaver Scheme Cnsrv (Dflt) 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 20.300 20.300 0.000
Bonds 81.730 102.450 20.720
Convertible 0.100 0.100 0.000
Other 0.110 0.110 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.030 18.060
Price to Book 2.751 2.361
Price to Sales 2.691 2.038
Price to Cash Flow 14.114 11.140
Dividend Yield 2.272 2.359
5 Years Earnings Growth 8.275 11.136

Sector Allocation

Name  Net % Category Average
Technology 20.730 17.410
Real Estate 14.190 5.448
Financial Services 12.500 13.445
Industrials 11.640 13.050
Healthcare 10.320 14.053
Communication Services 7.540 7.805
Consumer Cyclical 7.410 8.070
Utilities 5.810 7.253
Consumer Defensive 4.250 5.525
Basic Materials 3.650 5.503
Energy 1.960 2.433

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 4,053

Number of short holdings: 523

Name ISIN Weight % Last Change %
Federal National Mortgage Association 6% - 1.75 - -
Federal National Mortgage Association - 1.73 - -
Federal National Mortgage Association 5% - 1.42 - -
New Zealand (Government Of) 0.25% NZGOVDT528C6 0.92 - -
10y Ultra T-Note (Cbt) Dec 25 - 0.89 - -
Long Euro Btp Italy (Eur) Sep 25 - 0.87 - -
  NVIDIA US67066G1040 0.85 187.62 -0.67%
Federal National Mortgage Association - 0.79 - -
Federal National Mortgage Association 6% - 0.77 - -
  New Zealand NZEA 3.5 14-Apr-2033 NZGOVDT433C9 0.77 93.066 -0.63%

Top Equity Funds by ANZ New Zealand Investments Limited

  Name Rating 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
  OneAnswer KiwiSaver Balanced 621.34M 5.11 6.72 5.67
  OneAnswer KiwiSaver Growth Fund 519.04M 6.27 8.68 7.77
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