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Mercer Kiwisaver Sustainable Plus Balanced (0P0000M4BM)

New Zealand

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Mercer KiwiSaver Balanced historical data, for real-time data please try another search

0.022 0.000 0.00%

04/02 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Asset Class: Equity

Morningstar Rating:
Total Assets: 567.44M

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0P0000M4BM Holdings

Comprehensive information about top holdings and Key Holding Information for the Mercer KiwiSaver Balanced (0P0000M4BM) fund. Our Mercer 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	10.620	16.260	5.640
Shares	52.110	52.130	0.020
Bonds	30.400	31.140	0.740
Convertible	0.500	0.500	0.000
Other	6.380	6.440	0.060

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.374	18.240
Price to Book	2.367	2.094
Price to Sales	1.859	2.225
Price to Cash Flow	11.673	10.808
Dividend Yield	1.936	2.789
5 Years Earnings Growth	11.205	9.944

Sector Allocation

Name	Net %	Category Average
Technology	15.030	16.179
Healthcare	14.520	13.743
Industrials	13.240	12.992
Consumer Cyclical	11.350	8.188
Financial Services	10.350	12.875
Real Estate	9.100	8.336
Communication Services	7.590	7.540
Consumer Defensive	6.610	4.927
Utilities	5.570	7.728
Basic Materials	4.680	4.891
Energy	1.950	2.604

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 5,278

Number of short holdings: 108

Name	ISIN	Weight %	Last	Change %
Robeco Global Credits CH EUR	LU1071420373	2.60	88.230	+0.39%
First Sentier Global Listed Infrastructure Fund	-	1.80	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	1.57	34.72	+0.93%
Mercer Mitnz	-	1.24	-	-
New Zealand (Government Of) 0.5%	NZGOVDT524C5	1.19	-	-
New Zealand 10Y	NZGOVDT423C0	1.15	4.540	-0.33%
New Zealand NZEA 3 20-Apr-2029	NZGOVDT429C7	0.87	96.199	-0.23%
New Zealand (Government Of) 6%	NZGOVD0521C2	0.81	-	-
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.77	93.066	-0.63%
Australia AUT 4.25 21-Apr-2026	AU000XCLWAI8	0.76	100.702	0.00%

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Mercer KiwiSaver .	0.022	0.000	0.00%