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Oneanswer Kiwisaver Conservative Balanced (0P00009UTN)

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2.308 -0.001    -0.03%
22/12 - Closed. Currency in NZD
Type:  Fund
Market:  New Zealand
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 210.54M
OneAnswer KiwiSaver-Conservative Balanced 2.308 -0.001 -0.03%

0P00009UTN Overview

 
Find basic information about the Oneanswer Kiwisaver Conservative Balanced mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00009UTN MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change6.35%
Prev. Close2.309
Risk Rating
TTM Yield0%
ROE19.28%
IssuerN/A
TurnoverN/A
ROA7.46%
Inception DateOct 01, 2007
Total Assets210.54M
Expenses0.93%
Min. InvestmentN/A
Market Cap50.01B
CategoryMultisector - Moderate
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Oneanswer Kiwisaver Conservative Balanced Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1071 1022 1108 1057 1184 1599
Fund Return 7.13% 2.2% 10.76% 1.88% 3.44% 4.81%
Place in category 41 30 37 40 13 7
% in Category 86 62 77 91 30 24

Top Equity Funds by ANZ New Zealand Investments Limited

  Name Rating 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 KiwiSaver Conservative Balanced 1.68B 7.13 1.88 4.81
  ANZ Default KiwiSaver Scheme Cnsrv 663.12M 7.03 1.97 4.25
  OneAnswer KiwiSaver Balanced 654.29M 8.55 2.40 5.86

Top Funds for Multisector - Moderate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ASB KiwiSaver Schemes Moderate 2.85B 10.95 3.65 5.29
  Milford Diversified Income 2.82B 9.51 4.78 7.25
  ANZ KiwiSaver Conservative Balanced 1.68B 7.13 1.88 4.81
  ASB Investment Funds Moderate Fund 769.91M 10.56 3.19 4.76
  Generate KiwiSaver Conservative Fun 667.7M 11.56 5.27 6.03

Top Holdings

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 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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