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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1008 | 1020 | 1099 | 1163 | 1238 | 1970 |
Fund Return | 0.81% | 2.01% | 9.87% | 5.16% | 4.36% | 7.01% |
Place in category | 27 | 31 | 15 | 4 | 3 | 1 |
% in Category | 50 | 59 | 28 | 7 | 5 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Balanced | 2.08B | 1.91 | 6.35 | 8.14 | ||
Milford KiwiSaver Balanced | 1.76B | 2.07 | 6.36 | 8.34 | ||
Milford Dynamic Fund | 777.56M | 4.13 | 8.50 | 12.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ASB KiwiSaver Schemes Moderate | 2.88B | 0.81 | 4.44 | 5.04 | ||
ANZ KiwiSaver Conservative Balanced | 1.69B | 1.05 | 2.27 | 4.50 | ||
ASB Investment Funds Moderate Fund | 796.3M | 0.77 | 3.98 | 4.51 | ||
Generate KiwiSaver Conservative Fun | 680.26M | 0.92 | 6.06 | 5.81 | ||
OneAnswer MAC Conservative Balanced | 452.93M | 1.04 | 2.23 | 4.34 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Contact Energy Ltd | NZCENE0001S6 | 2.30 | 8.45 | +4.71% | |
Infratil | NZIFTE0003S3 | 1.91 | 9.48 | -2.57% | |
Telstra Group | AU000000TLS2 | 1.72 | 4.220 | +1.93% | |
Spark New Zealand | NZTELE0001S4 | 1.54 | 2.05 | 0.00% | |
New Zealand NZILB 2 20-Sep-2025 | NZIIBDT002C2 | 1.46 | 134.962 | +0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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