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Octagon New Zealand Equities Fund (0P0000UDQB)

New Zealand

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3.979 +0.001 +0.03%

02/05 - Delayed Data. Currency in NZD ( Disclaimer )

Type: Fund

Market: New Zealand

Issuer: Forsyth Barr Investment Management Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 90.34M

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0P0000UDQB Holdings

Comprehensive information about top holdings and Key Holding Information for the Forsyth Barr New Zealand Equities Fund (0P0000UDQB) fund. Our Forsyth Barr New Zealand Equities Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	1.180	1.190	0.010
Shares	98.820	98.820	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.726	20.155
Price to Book	1.361	1.602
Price to Sales	1.485	1.801
Price to Cash Flow	9.558	10.337
Dividend Yield	4.996	4.349
5 Years Earnings Growth	13.712	10.512

Sector Allocation

Name	Net %	Category Average
Utilities	22.330	20.880
Healthcare	19.190	18.963
Communication Services	12.690	11.915
Industrials	12.040	15.725
Consumer Cyclical	9.230	5.707
Consumer Defensive	7.270	6.382
Real Estate	6.390	6.282
Basic Materials	4.780	6.680
Financial Services	4.340	5.870
Energy	1.510	2.216
Technology	0.240	2.132

Region Allocation

Equities

Australasia

Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Fisher&Paykel Healthcare	NZFAPE0001S2	8.92	26.10	+1.16%
Spark New Zealand	NZTELE0001S4	6.87	4.09	-3.88%
Infratil	NZIFTE0003S3	6.79	9.92	-0.30%
Auckland Airport	NZAIAE0002S6	6.72	7.87	+0.13%
Contact Energy Ltd	NZCENE0001S6	6.29	7.95	0.00%
Meridian Energy Ltd	NZMELE0002S7	4.85	5.45	-1.62%
Skycity Entertainment	NZSKCE0001S2	4.60	1.56	-2.19%
Mainfreight	NZMFTE0001S9	4.44	37.000	+0.54%
Fletcher Building	NZFBUE0001S0	4.35	3.345	-1.33%
EBOS	NZEBOE0001S6	3.59	35.55	-1.25%

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Forsyth Barr New .	3.979	+0.001	+0.03%