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Westpac Kiwisaver Balanced Fund (0P0000HL53)

New Zealand

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2.647 +0.001 +0.03%

05/06 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: BT Funds Management (NZ)

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.23B

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0P0000HL53 Holdings

Comprehensive information about top holdings and Key Holding Information for the Westpac KiwiSaver-Balanced Fund (0P0000HL53) fund. Our Westpac KiwiSaver-Balanced Fund 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	1.000	1.070	0.070
Other	98.990	98.990	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.330	18.291
Price to Book	1.002	2.087
Price to Sales	6.342	2.224
Price to Cash Flow	16.850	10.809
Dividend Yield	4.581	2.819
5 Years Earnings Growth	4.842	10.098

Sector Allocation

Bonds

Name	Net %	Category Average
Cash	1.005	10.304

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Westpac Inst MM Intl Share 50%Hdgd	-	40.12	-	-
Westpac Inst Intl Fixed Income	-	21.72	-	-
BT Inst Strategy Share	-	15.62	-	-
Westpac Inst NZ Bonds 2002	-	14.16	-	-
Westpac Wholesale International Prpty Tr	-	2.81	-	-
Westpac Wholesale Property	-	2.76	-	-
Westpac Wholesale Enhanced Cash	-	1.79	-	-

Top Equity Funds by BT Funds Management (NZ)

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westpac KiwiSaver Growth Fund		3.3B	-3.55	5.94	6.89

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