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Milford Kiwisaver Balanced Fund (0P0000OMN1)

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3.453 -0.020    -0.45%
31/10 - Closed. Currency in NZD
Type:  Fund
Market:  New Zealand
Issuer:  Milford Funds Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.62B
Milford KiwiSaver Balanced 3.453 -0.020 -0.45%

0P0000OMN1 Overview

 
Find basic information about the Milford Kiwisaver Balanced Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000OMN1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.94%
Prev. Close3.468
Risk Rating
TTM Yield0%
ROE15.64%
IssuerMilford Funds Limited
TurnoverN/A
ROA6.54%
Inception DateApr 01, 2010
Total Assets1.62B
Expenses1.20%
Min. Investment1,000
Market Cap37.68B
CategoryMultisector - Balanced
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Milford Kiwisaver Balanced Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1086 1031 1138 1145 1410 2260
Fund Return 8.57% 3.08% 13.83% 4.61% 7.12% 8.49%
Place in category 56 67 67 7 4 1
% in Category 76 91 91 10 6 1

Top Equity Funds by Milford Funds Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Milford Diversified Income 2.78B 8.45 3.90 7.49
  Milford Balanced 1.94B 8.31 4.57 8.29
  Milford Dynamic Fund 757.34M 11.22 4.87 11.75

Top Funds for Multisector - Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ASB KiwiSaver Schemes Balanced 3.81B 11.11 4.19 7.07
  ANZ KiwiSaver Balanced 3.63B 6.61 1.84 5.99
  Westpac KiwiSaver Balanced Fund 2.23B 10.95 3.29 6.69
  Milford Balanced 1.94B 8.31 4.57 8.29
  ASB Investment Funds Balanced Fund 645.06M 10.80 3.75 6.54

Top Holdings

Name ISIN Weight % Last Change %
  Contact Energy Ltd NZCENE0001S6 1.86 7.62 -4.27%
  Shell GB00BP6MXD84 1.82 31.14 +1.04%
  Coca-Cola European GB00BDCPN049 1.45 75.60 -0.53%
  Telstra Group AU000000TLS2 1.38 3.820 0.00%
  HCA US40412C1018 1.38 357.19 -0.43%

Technical Summary

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