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Anz Default Kiwisaver Scheme-balanced (0P00009UTJ)

New Zealand

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2.258 -0.010 -0.30%

25/04 - Closed. Currency in NZD ( Disclaimer )

Type: Fund

Market: New Zealand

Asset Class: Equity

Morningstar Rating:
Total Assets: 255.57M

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0P00009UTJ Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ Default KiwiSaver Scheme-Balanced (0P00009UTJ) fund. Our ANZ Default KiwiSaver Scheme-Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	9.430	151.320	141.890
Stocks	51.150	51.150	0.000
Bonds	38.180	48.190	10.010
Convertible	0.110	0.110	0.000
Other	1.140	1.140	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.273	17.829
Price to Book	1.967	1.967
Price to Sales	2.133	2.055
Price to Cash Flow	12.160	11.000
Dividend Yield	2.382	2.782
5 Years Earnings Growth	9.636	10.318

Sector Allocation

Name	Net %	Category Average
Healthcare	16.500	15.582
Real Estate	14.240	16.553
Financial Services	12.460	10.760
Technology	11.860	14.302
Industrials	11.320	11.904
Basic Materials	8.750	6.954
Consumer Cyclical	7.100	7.229
Consumer Defensive	6.170	5.768
Utilities	5.690	7.313
Communication Services	4.440	7.296
Energy	1.480	2.888

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,606

Number of short holdings: 556

Name	ISIN	Weight %	Last	Change %
Recharge Metals	AU0000170946	1.59	0.03	0.00%
Anzws Australian Credit Fund	-	1.09	-	-
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.93	90.032	-0.00%
Goodman Group	AU000000GMG2	0.73	30.810	-1.75%
Fisher&Paykel Healthcare	NZFAPE0001S2	0.72	25.22	-0.90%
New Zealand NZEA 4.5 15-Apr-2027	NZGOVDT427C1	0.71	99.190	0.00%
5Y T-Note (Cbt) Jun 24	-	0.61	-	-
New Zealand NZEA 3 20-Apr-2029	NZGOVDT429C7	0.60	92.360	0.00%
Microsoft Corp	-	0.58	-	-
New Zealand (Government Of) 0.25%	NZGOVDT528C6	0.55	-	-

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	4.85B	4.51	3.95	8.41
ANZ KiwiSaver Balanced	3.45B	2.81	2.11	6.19
ANZ KiwiSaver Conservative Balanced	1.61B	2.00	1.39	5.10
ANZ Default KiwiSaver Scheme Cnsrv	650.03M	1.77	1.42	4.42
OneAnswer KiwiSaver Balanced	648.51M	2.81	2.11	6.23

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ Default KiwiS.	2.258	-0.010	-0.30%