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Anz Default Kiwisaver Scheme-balanced (0P00009UTJ)

New Zealand

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2.454 +0.003 +0.11%

18/02 - Closed. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 271.35M

General
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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

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Name	Net %	Long %	Short %
Cash	1.970	142.590	140.620
Stocks	50.930	50.930	0.000
Bonds	44.470	51.620	7.150
Convertible	0.150	0.150	0.000
Other	2.490	2.490	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.284	18.174
Price to Book	2.325	2.122
Price to Sales	1.885	2.211
Price to Cash Flow	11.991	10.663
Dividend Yield	2.449	2.755
5 Years Earnings Growth	8.630	10.277

Sector Allocation

Name	Net %	Category Average
Technology	20.540	17.043
Financial Services	14.080	12.418
Industrials	13.240	13.011
Healthcare	12.830	14.007
Real Estate	10.200	7.592
Consumer Cyclical	8.080	8.207
Utilities	6.150	7.272
Communication Services	4.970	7.382
Consumer Defensive	3.900	5.041
Basic Materials	3.690	5.260
Energy	2.310	2.767

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,079

Number of short holdings: 626

Name	ISIN	Weight %	Last	Change %
Anzws Australian Credit Fund	-	2.37	-	-
Msci Emrg Markets Mini (Ifus) Mar 25	-	1.76	-	-
5y T-Note (Cbt) Mar 25	-	1.14	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	1.04	31.91	+0.38%
Apple	US0378331005	0.87	244.90	+0.18%
Microsoft	US5949181045	0.72	414.61	+1.21%
NVIDIA	US67066G1040	0.71	139.00	-0.29%
Emini S&P 500 (Cme) Mar 25	-	0.70	-	-
Auckland Airport	NZAIAE0002S6	0.70	8.44	+0.24%
Amazon.com	US0231351067	0.67	226.43	-0.10%

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.3B	2.07	4.37	7.61
ANZ KiwiSaver Balanced	3.71B	1.39	2.89	5.52
ANZ KiwiSaver Conservative Balanced	1.7B	1.05	2.27	4.50
ANZ Default KiwiSaver Scheme Cnsrv	667.79M	0.73	2.50	3.97
OneAnswer KiwiSaver Balanced	657.31M	1.39	2.88	5.55

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Recent Quotes

Name	Price	Chg.	Chg. %
ANZ Default KiwiS.	2.454	+0.003	+0.11%
Desjardins Americ.	23.723	+0.100	+0.42%
HANSAsmart Select.	61.758	+0.160	+0.25%