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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.650 | 13.250 | 3.600 |
Stocks | 52.340 | 52.550 | 0.210 |
Bonds | 35.960 | 36.140 | 0.180 |
Convertible | 1.180 | 1.180 | 0.000 |
Preferred | 0.640 | 0.640 | 0.000 |
Other | 0.230 | 0.380 | 0.150 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.835 | 17.865 |
Price to Book | 1.994 | 1.975 |
Price to Sales | 1.581 | 2.070 |
Price to Cash Flow | 9.087 | 11.048 |
Dividend Yield | 2.822 | 2.710 |
5 Years Earnings Growth | 8.732 | 10.038 |
Name | Net % | Category Average |
---|---|---|
Technology | 14.930 | 14.382 |
Healthcare | 11.780 | 15.385 |
Industrials | 10.290 | 11.994 |
Financial Services | 10.260 | 10.884 |
Utilities | 9.790 | 7.254 |
Energy | 8.570 | 2.987 |
Communication Services | 8.340 | 7.206 |
Basic Materials | 7.510 | 6.934 |
Real Estate | 7.170 | 16.425 |
Consumer Cyclical | 6.640 | 7.414 |
Consumer Defensive | 4.710 | 5.666 |
Number of long holdings: 725
Number of short holdings: 125
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
New Zealand NZILB 2 20-Sep-2025 | NZIIBDT002C2 | 2.63 | 131.873 | +0.02% | |
Contact Energy Ltd | NZCENE0001S6 | 1.87 | 8.60 | -2.38% | |
Shell | GB00BP6MXD84 | 1.49 | 32.32 | +0.69% | |
Spark New Zealand | NZTELE0001S4 | 1.42 | 3.77 | +0.27% | |
HCA | US40412C1018 | 1.38 | 336.82 | -0.03% | |
Elevance Health | US0367521038 | 1.31 | 541.04 | +0.19% | |
Coca-Cola European | GB00BDCPN049 | 1.20 | 74.70 | +1.15% | |
Telstra Group | AU000000TLS2 | 1.11 | 3.555 | +0.14% | |
Fiserv | US3377381088 | 0.97 | 150.56 | +0.84% | |
Meta Platforms | US30303M1027 | 0.96 | 493.76 | -0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.66B | 2.32 | 3.11 | 7.49 | ||
Milford KiwiSaver Balanced | 1.43B | 4.42 | 4.63 | 8.71 | ||
Milford Dynamic Fund | 718.59M | 5.44 | 5.32 | 11.61 |
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