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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1037 | 1119 | 1203 | 1401 | 2188 |
Fund Return | 1.91% | 3.65% | 11.89% | 6.35% | 6.98% | 8.14% |
Place in category | 4 | 35 | 55 | 6 | 8 | 2 |
% in Category | 5 | 46 | 73 | 8 | 13 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.84B | 0.81 | 5.16 | 7.01 | ||
Milford KiwiSaver Balanced | 1.76B | 2.07 | 6.36 | 8.34 | ||
Milford Dynamic Fund | 799.28M | 4.13 | 8.50 | 12.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ASB KiwiSaver Schemes Balanced | 3.99B | 14.79 | 4.53 | 7.17 | ||
ANZ KiwiSaver Balanced | 3.7B | 1.39 | 2.89 | 5.52 | ||
Westpac KiwiSaver Balanced Fund | 2.3B | 1.40 | 5.23 | 6.48 | ||
Milford KiwiSaver Balanced | 1.76B | 2.07 | 6.36 | 8.34 | ||
ASB Investment Funds Balanced Fund | 693.42M | 14.38 | 4.09 | 6.65 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Contact Energy Ltd | NZCENE0001S6 | 1.93 | 8.21 | -1.32% | |
Microsoft | US5949181045 | 1.80 | 416.42 | +0.07% | |
Infratil | NZIFTE0003S3 | 1.48 | 9.75 | -0.61% | |
CRH | IE0001827041 | 1.38 | 8,114.0 | +0.35% | |
Shell | GB00BP6MXD84 | 1.30 | 32.09 | -1.53% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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