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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1023 | 1108 | 1135 | 1398 | 2188 |
Fund Return | 10.78% | 2.28% | 10.78% | 4.32% | 6.93% | 8.14% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.84B | 9.36 | 3.89 | 7.08 | ||
Milford KiwiSaver Balanced | 1.71B | 11.13 | 4.41 | 8.32 | ||
Milford Dynamic Fund | 780.47M | 11.68 | 4.09 | 11.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ASB KiwiSaver Schemes Balanced | 3.99B | 14.79 | 4.53 | 7.17 | ||
ANZ KiwiSaver Balanced | 3.68B | 7.35 | 1.15 | 5.66 | ||
Westpac KiwiSaver Balanced Fund | 2.26B | 12.95 | 3.33 | 6.56 | ||
Milford KiwiSaver Balanced | 1.71B | 11.13 | 4.41 | 8.32 | ||
ASB Investment Funds Balanced Fund | 693.42M | 14.38 | 4.09 | 6.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Contact Energy Ltd | NZCENE0001S6 | 1.85 | 8.48 | -4.18% | |
Coca-Cola European | GB00BDCPN049 | 1.35 | 77.07 | +1.46% | |
Microsoft | US5949181045 | 1.35 | 429.03 | +1.05% | |
CRH | IE0001827041 | 1.32 | 7,966.0 | -1.02% | |
Royal Dutch Shell A DRC | ARDEUT112547 | 1.29 | 40,725.00 | +2.78% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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