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Anz Default Kiwisaver Scheme-conservative Balanced (0P00009UTI)

New Zealand

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2.186 +0.006 +0.28%

09/04 - Delayed Data. Currency in NZD

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 102.63M

General
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0P00009UTI Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ Default KiwiSaver Scheme-Conservative Balanced (0P00009UTI) fund. Our ANZ Default KiwiSaver Scheme-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

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.643	18.559
Price to Book	2.160	2.238
Price to Sales	1.940	2.061
Price to Cash Flow	11.738	10.685
Dividend Yield	2.693	2.641
5 Years Earnings Growth	9.416	10.257

Sector Allocation

Name	Net %	Category Average
Technology	16.860	16.702
Real Estate	15.980	10.956
Financial Services	13.170	12.286
Industrials	12.500	13.661
Healthcare	12.310	14.486
Consumer Cyclical	7.290	7.666
Utilities	7.110	8.371
Communication Services	5.500	7.186
Consumer Defensive	3.750	4.183
Basic Materials	3.260	4.049
Energy	2.280	2.464

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: 860

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	4.01B	-2.21	3.07	6.91
ANZ KiwiSaver Balanced	3.06B	-0.98	2.50	5.10
ANZ KiwiSaver Conservative Balanced	1.47B	-0.48	2.28	4.20
ANZ Default KiwiSaver Scheme Cnsrv	622.41M	0.15	2.91	3.81
OneAnswer KiwiSaver Balanced	621.34M	-0.98	2.49	5.12

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ Default KiwiS.	2.186	+0.006	+0.28%
	Fidelity Select M.	80.86	+6.35	+8.52%