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Anz Kiwisaver Conservative Balanced (0P00009UU0)

New Zealand

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2.286 -0.020 -0.82%

19/12 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.68B

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0P00009UU0 Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ KiwiSaver-Conservative Balanced (0P00009UU0) fund. Our ANZ KiwiSaver-Conservative Balanced 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	10.170	186.230	176.060
Stocks	35.310	35.310	0.000
Bonds	53.000	61.490	8.490
Convertible	0.130	0.130	0.000
Other	1.400	1.400	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.265	18.834
Price to Book	2.233	2.214
Price to Sales	2.006	2.099
Price to Cash Flow	11.193	11.218
Dividend Yield	2.496	2.642
5 Years Earnings Growth	10.494	10.931

Sector Allocation

Name	Net %	Category Average
Technology	18.100	16.040
Real Estate	16.510	11.404
Healthcare	13.190	13.698
Industrials	12.200	12.732
Financial Services	12.020	11.886
Consumer Cyclical	6.920	7.039
Utilities	6.490	9.013
Communication Services	4.530	7.257
Basic Materials	4.270	4.405
Consumer Defensive	3.830	4.226
Energy	1.950	2.308

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,350

Number of short holdings: 572

Name	ISIN	Weight %	Last	Change %
Emini S&P 500 (Cme) Dec 24	-	1.59	-	-
Anzws Australian Credit Fund	-	1.35	-	-
Msci Emrg Markets Mini (Ifus) Dec 24	-	1.26	-	-
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	1.04	93.093	-0.54%
US 5 Year Note (CBT) Dec14	-	1.01	-	-
New Zealand (Government Of) 0.25%	NZGOVDT528C6	0.93	-	-
New Zealand NZEA 3 20-Apr-2029	NZGOVDT429C7	0.76	96.190	-0.15%
Fisher&Paykel Healthcare	NZFAPE0001S2	0.68	34.18	+0.89%
New Zealand NZEA 4.5 15-Apr-2027	NZGOVDT427C1	0.67	101.673	-0.02%
Cooperatieve Rabobank U.A. New Zealand Branch	NZRABDT022C7	0.60	-	-

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.19B	11.56	3.76	7.94
ANZ KiwiSaver Balanced	3.65B	8.56	2.40	5.84
ANZ Default KiwiSaver Scheme Cnsrv	663.12M	7.03	1.97	4.25
OneAnswer KiwiSaver Balanced	654.29M	8.55	2.40	5.86
OneAnswer KiwiSaver Growth Fund	626.37M	11.55	3.76	7.97

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ KiwiSaver-Con.	2.286	-0.020	-0.82%