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Anz Kiwisaver-conservative Balanced (0P00009UU0)

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2.097 -0.010    -0.29%
04/03 - Closed. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.46B
ANZ KiwiSaver-Conservative Balanced 2.097 -0.010 -0.29%
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Rating
1-Year Change6.63%
Prev. Close2.104
Risk Rating
TTM Yield0%
ROE15%
IssuerN/A
TurnoverN/A
ROA5.50%
Inception DateOct 01, 2007
Total Assets1.46B
Expenses0.94%
Min. InvestmentN/A
Market Cap33.34B
CategoryMultisector - Moderate
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Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1082 1042 1082 1208 1364 2015
Fund Return 8.17% 4.23% 8.17% 6.49% 6.4% 7.26%
Place in category 6 8 6 12 10 5
% in Category 11 15 11 26 24 16

Top Equity Funds by ANZ New Zealand Investments Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  ANZ KiwiSaver Growth 3.86B 9.11 8.81 10.74
  ANZ KiwiSaver Balanced 2.99B 8.68 7.38 8.48
  ANZ Default KiwiSaver Scheme Cnsrv 1.22B 7.46 5.84 6.19
  OneAnswer KiwiSaver Balanced 670.37M 8.69 7.38 8.54
  OneAnswer KiwiSaver Growth Fund 513.86M 9.12 8.81 10.80

Top Funds for Multisector - Moderate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Milford Diversified Income 2.48B 4.96 7.40 10.93
  ASB KiwiSaver Schemes Moderate 2.2B -0.10 5.80 6.87
  ASB Investment Funds Moderate Fund 606.06M -0.14 5.26 6.29
  Generate KiwiSaver Conservative Fun 470.05M 5.44 7.30 -
  OneAnswer MAC Conservative Balanced 8.14 6.33 6.97

Top Holdings

Name ISIN Weight % Last Change %
Emini S&P 500 (Cme) Mar 21 - 2.30 - -
Asx Spi 200 (Sfe) Mar 21 - 1.86 - -
10y T-Note (Cbt) Mar 21 - 1.34 - -
Euro Stoxx 50 (Eur) Mar 21 - 0.98 - -
Euro Bund Germany (Eur) Mar 21 - 0.73 - -

Technical Summary

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