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Anz Kiwisaver Conservative Balanced (0P00009UU0)

New Zealand

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2.235 +0.011 +0.50%

10/04 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.63B

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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 %
Stocks	29.600	29.600	0.000
Bonds	61.600	71.470	9.870
Convertible	0.170	0.170	0.000
Other	8.640	8.640	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.643	18.608
Price to Book	2.160	2.198
Price to Sales	1.940	2.059
Price to Cash Flow	11.738	10.532
Dividend Yield	2.693	2.713
5 Years Earnings Growth	9.418	10.637

Sector Allocation

Name	Net %	Category Average
Technology	16.860	15.516
Real Estate	15.980	11.878
Financial Services	13.170	12.186
Industrials	12.500	13.538
Healthcare	12.310	14.461
Consumer Cyclical	7.290	7.471
Utilities	7.110	8.825
Communication Services	5.500	7.527
Consumer Defensive	3.750	4.192
Basic Materials	3.260	3.917
Energy	2.280	2.486

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,383

Number of short holdings: 862

Name	ISIN	Weight %	Last	Change %
Anz Wholesale No 9	-	5.62	-	-
Anzws Australian Credit Fund	-	2.96	-	-
Federal National Mortgage Association 6.5%	-	1.96	-	-
5Y T-Note (Cbt) Jun 25	-	1.48	-	-
Federal National Mortgage Association 5%	-	0.92	-	-
Federal National Mortgage Association 6%	-	0.80	-	-
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.76	93.066	-0.63%
New Zealand (Government Of) 0.25%	NZGOVDT528C6	0.72	-	-
New Zealand (Government Of) 4.5%	NZGOVDT530C2	0.68	-	-
10Y Ultra T-Note (Cbt) Jun 25	-	0.67	-	-

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	4.77B	-2.21	3.07	6.91
ANZ KiwiSaver Balanced	3.47B	-0.98	2.50	5.10
ANZ Default KiwiSaver Scheme Cnsrv	645.92M	0.15	2.91	3.81
OneAnswer KiwiSaver Balanced	609.8M	-0.98	2.49	5.12
OneAnswer KiwiSaver Growth Fund	566.42M	-2.21	3.07	6.93

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