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Westpac Kiwisaver-balanced Fund (0P0000HL53)

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2.221 +0.010    +0.27%
05/03 - Closed. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.9B
Westpac KiwiSaver-Balanced Fund 2.221 +0.010 +0.27%
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Rating
1-Year Change9.91%
Prev. Close2.215
Risk Rating
TTM Yield0%
ROE15.33%
IssuerN/A
TurnoverN/A
ROA8.85%
Inception DateOct 01, 2007
Total Assets1.9B
Expenses0.84%
Min. InvestmentN/A
Market Cap3.64B
CategoryMultisector - Balanced
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Performance

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Condition

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Frequency

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1102 1068 1102 1268 1506 2274
Fund Return 10.21% 6.79% 10.21% 8.23% 8.53% 8.56%
Place in category 13 11 13 8 9 9
% in Category 20 16 20 13 19 21

Top Equity Funds by BT Funds Management (NZ)

  Name Rating Total Assets YTD% 3Y% 10Y%
  Westpac KiwiSaver Growth Fund 1.99B 10.96 9.28 9.89
  BT Property Fund 206.34M -0.51 9.44 12.38
  BT PS Australasian Diversified Shar 50.87M 17.86 15.34 -

Top Funds for Multisector - Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ANZ KiwiSaver Balanced 2.98B 8.68 7.38 8.48
  ASB KiwiSaver Schemes Balanced 2.39B -0.11 7.17 8.43
  Milford Balanced 1.18B 9.87 9.03 10.54
  OneAnswer KiwiSaver Balanced 668.23M 8.69 7.38 8.54
  Milford KiwiSaver Balanced 559.05M 10.23 9.24 10.81

Top Holdings

Name ISIN Weight % Last Change %
Westpac Inst MM Intl Share 50%Hdgd - 28.34 - -
Westpac Inst Intl Fixed Income - 22.43 - -
BT Inst Strategy Share - 20.48 - -
Westpac Inst NZ Bonds 2002 - 15.89 - -
Westpac Inst Alternative Investment - 4.00 - -

Technical Summary

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