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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.280 | 9.800 | 0.520 |
Shares | 28.760 | 28.830 | 0.070 |
Bonds | 58.940 | 59.700 | 0.760 |
Convertible | 2.280 | 2.280 | 0.000 |
Preferred | 0.810 | 0.810 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.100 | 17.813 |
Price to Book | 1.655 | 2.094 |
Price to Sales | 2.016 | 1.962 |
Price to Cash Flow | 9.434 | 10.700 |
Dividend Yield | 4.304 | 2.756 |
5 Years Earnings Growth | 9.296 | 10.292 |
Name | Net % | Category Average |
---|---|---|
Utilities | 27.660 | 9.693 |
Real Estate | 21.140 | 10.841 |
Communication Services | 13.220 | 7.523 |
Industrials | 13.130 | 12.215 |
Energy | 9.970 | 2.277 |
Financial Services | 5.760 | 11.701 |
Healthcare | 4.620 | 15.891 |
Consumer Defensive | 2.360 | 5.173 |
Technology | 2.160 | 12.774 |
Number of long holdings: 324
Number of short holdings: 44
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
New Zealand NZILB 2 20-Sep-2025 | NZIIBDT002C2 | 4.98 | 131.612 | 0.00% | |
Contact Energy Ltd | NZCENE0001S6 | 2.26 | 7.77 | -0.64% | |
Spark New Zealand | NZTELE0001S4 | 2.05 | 4.27 | 0.00% | |
Goodman Group | AU000000GMG2 | 2.01 | 30.490 | -1.55% | |
Telstra Group | AU000000TLS2 | 1.55 | 3.650 | -0.54% | |
Westpac Banking Corp. 7.199% | AU3CB0304376 | 1.30 | - | - | |
Scentre Group Trust 2 5.125% | - | 1.13 | - | - | |
Infratil | NZIFTE0003S3 | 1.10 | 9.99 | +0.71% | |
Getlink | FR0010533075 | 1.10 | 15.55 | +0.13% | |
AGL Energy | AU000000AGL7 | 1.01 | 9.20 | -1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Balanced | 1.69B | 4.56 | 5.55 | 8.59 | ||
Milford KiwiSaver Balanced | 1.38B | 4.96 | 5.66 | 8.85 | ||
Milford Dynamic Fund | 709.19M | 7.64 | 8.27 | 11.71 |
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