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Westpac Kiwisaver Balanced Fund (0P0000HL53)

New Zealand

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2.674 +0.005 +0.19%

26/06 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: BT Funds Management (NZ)

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.24B

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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	1.260	1.370	0.110
Other	98.740	98.740	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.330	18.028
Price to Book	1.002	2.045
Price to Sales	6.342	2.183
Price to Cash Flow	16.850	10.609
Dividend Yield	4.581	2.777
5 Years Earnings Growth	4.842	9.910

Sector Allocation

Bonds

Name	Net %	Category Average
Cash	1.260	10.217

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Westpac Inst MM Intl Share 50%Hdgd	-	38.22	-	-
Westpac Inst Intl Fixed Income	-	22.65	-	-
BT Inst Strategy Share	-	14.79	-	-
Westpac Inst NZ Bonds 2002	-	14.57	-	-
Westpac Wholesale Enhanced Cash	-	2.99	-	-
Westpac Wholesale Property	-	2.77	-	-
Westpac Wholesale International Prpty Tr	-	2.75	-	-

Top Equity Funds by BT Funds Management (NZ)

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westpac KiwiSaver Growth Fund		3.32B	0.48	8.18	7.09

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