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Anz Kiwisaver Balanced (0P00009UTZ)

New Zealand

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2.493 -0.010 -0.59%

31/10 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.63B

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0P00009UTZ Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ KiwiSaver-Balanced (0P00009UTZ) fund. Our ANZ KiwiSaver-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 %
Cash	4.450	157.910	153.460
Shares	51.490	51.490	0.000
Bonds	42.750	50.100	7.350
Convertible	0.110	0.110	0.000
Other	1.210	1.210	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.437	18.274
Price to Book	2.260	2.096
Price to Sales	1.912	2.207
Price to Cash Flow	10.852	10.616
Dividend Yield	2.506	2.678
5 Years Earnings Growth	10.354	10.343

Sector Allocation

Name	Net %	Category Average
Technology	18.930	16.639
Real Estate	14.170	8.241
Healthcare	13.370	14.162
Financial Services	12.860	12.058
Industrials	11.380	11.830
Consumer Cyclical	7.400	8.268
Utilities	6.070	7.462
Communication Services	5.010	7.255
Basic Materials	4.420	5.668
Consumer Defensive	4.060	5.175
Energy	2.320	3.237

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,331

Number of short holdings: 611

Name	ISIN	Weight %	Last	Change %
MSCI Emerging Market Index Future Sept14	-	1.69	-	-
Euro BUND Future Sept14	-	1.55	-	-
E-mini S&P 500 Sept14	-	1.34	-	-
Anzws Australian Credit Fund	-	1.12	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	0.98	32.97	+0.49%
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.96	93.547	-0.13%
New Zealand (Government Of) 0.25%	NZGOVDT528C6	0.86	-	-
New Zealand (Government Of) 0.5%	NZGOVDT526C0	0.85	-	-
US 5 Year Note (CBT) Dec14	-	0.77	-	-
New Zealand NZEA 4.5 15-Apr-2027	NZGOVDT427C1	0.71	101.627	-0.03%

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.15B	8.04	2.81	8.04
ANZ KiwiSaver Conservative Balanced	1.68B	5.91	1.52	4.98
ANZ Default KiwiSaver Scheme Cnsrv	666.39M	6.48	2.01	4.41
OneAnswer KiwiSaver Balanced	656.06M	6.60	1.84	6.03
OneAnswer KiwiSaver Growth Fund	623.09M	8.03	2.81	8.08

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ KiwiSaver-Bal.	2.493	-0.010	-0.59%
	Afer-Sfer	76.770	-0.660	-0.85%