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Milford Balanced Fund (0P0000OMN3)

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2.720 -0.010    -0.20%
02/03 - Closed. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Issuer:  Milford Funds Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.19B
Milford Balanced 2.720 -0.010 -0.20%
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Rating
1-Year Change10.9%
Prev. Close2.725
Risk Rating
TTM Yield0%
ROE17.35%
IssuerMilford Funds Limited
Turnover70.06%
ROA7.60%
Inception DateApr 01, 2010
Total Assets1.19B
ExpensesN/A
Min. Investment10,000
Market Cap27.97B
CategoryMultisector - Balanced
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1099 1065 1099 1296 1556 2723
Fund Return 9.87% 6.46% 9.87% 9.03% 9.25% 10.54%
Place in category 14 15 14 4 2 2
% in Category 21 23 21 6 3 3

Top Equity Funds by Milford Funds Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Milford Diversified Income 2.48B 4.96 7.40 10.93
  Milford KiwiSaver Balanced 563.13M 10.23 9.24 10.81
  Milford Dynamic Fund 582.92M 18.71 13.36 -

Top Funds for Multisector - Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ANZ KiwiSaver Balanced 2.99B 8.68 7.38 8.48
  ASB KiwiSaver Schemes Balanced 2.39B -0.11 7.17 8.43
  Westpac KiwiSaver Balanced Fund 1.92B 10.21 8.23 8.56
  OneAnswer KiwiSaver Balanced 671.09M 8.69 7.38 8.54
  Milford KiwiSaver Balanced 563.13M 10.23 9.24 10.81

Top Holdings

Name ISIN Weight % Last Change %
  Fisher&Paykel Healthcare NZFAPE0001S2 2.42 26.65 -1.15%
  Spark New Zealand NZTELE0001S4 2.01 4.35 -1.36%
  Contact Energy Ltd NZCENE0001S6 1.48 6.55 +2.18%
  Woolworths AU000000WOW2 1.12 39.820 -1.68%
Re1 Limited FRN 5.12% - 1.10 - -

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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