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Anz Kiwisaver Balanced (0P00009UTZ)

New Zealand

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2.531 -0.003 -0.13%

29/12 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.67B

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0P00009UTZ Overview

Find basic information about the Anz Kiwisaver Balanced mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00009UTZ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.55%

Prev. Close2.534

Risk Rating

TTM Yield0%

ROE19.82%

IssuerANZ New Zealand Investments Limited

TurnoverN/A

ROA7.68%

Inception DateOct 01, 2007

Total Assets3.67B

Expenses0.99%

Min. InvestmentN/A

Market Cap52.6B

CategoryMultisector - Balanced

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Anz Kiwisaver Balanced Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1086	1029	1126	1074	1236	1763
Fund Return	8.56%	2.9%	12.64%	2.4%	4.32%	5.84%
Place in category	62	52	61	56	40	24
% in Category	89	74	87	86	77	64

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.25B	11.56	3.76	7.94
ANZ KiwiSaver Conservative Balanced	1.69B	7.13	1.88	4.81
ANZ Default KiwiSaver Scheme Cnsrv	666.13M	7.03	1.97	4.25
OneAnswer KiwiSaver Balanced	658.45M	8.55	2.40	5.86
OneAnswer KiwiSaver Growth Fund	631.58M	11.55	3.76	7.97

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	3.96B	14.53	5.13	7.16
Westpac KiwiSaver Balanced Fund	2.27B	13.16	4.21	6.66
Milford Balanced	2.01B	11.47	5.50	8.31
Milford KiwiSaver Balanced	1.69B	12.02	5.61	8.51
ASB Investment Funds Balanced Fund	682.85M	14.15	4.69	6.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Msci Emrg Markets Mini (Ifus) Dec 24	-	1.73	-	-
Emini S&P 500 (Cme) Dec 24	-	1.34	-	-
Anzws Australian Credit Fund	-	1.10	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	0.96	34.95	-1.08%
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.94	94.055	+0.47%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ KiwiSaver-Bal.	2.531	-0.003	-0.13%