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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1008 | 1094 | 1121 | 1244 | 1982 |
Fund Return | 9.36% | 0.84% | 9.36% | 3.89% | 4.47% | 7.08% |
Place in category | 16 | 39 | 16 | 5 | 3 | 1 |
% in Category | 32 | 80 | 32 | 10 | 5 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Balanced | 2.07B | 10.78 | 4.32 | 8.14 | ||
Milford KiwiSaver Balanced | 1.74B | 11.13 | 4.41 | 8.32 | ||
Milford Dynamic Fund | 794.06M | 11.68 | 4.09 | 11.58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ASB KiwiSaver Schemes Moderate | 2.86B | 11.08 | 3.22 | 5.27 | ||
ANZ KiwiSaver Conservative Balanced | 1.7B | 6.12 | 0.92 | 4.64 | ||
ASB Investment Funds Moderate Fund | 779.32M | 10.66 | 2.76 | 4.74 | ||
Generate KiwiSaver Conservative Fun | 685.69M | 12.12 | 4.94 | 5.91 | ||
ANZ Investment Funds Conservative B | 457.57M | 6.08 | 0.88 | 4.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Contact Energy Ltd | NZCENE0001S6 | 2.20 | 8.40 | +1.82% | |
Infratil | NZIFTE0003S3 | 2.07 | 10.26 | +3.12% | |
Telstra Group | AU000000TLS2 | 1.74 | 3.950 | -1.00% | |
New Zealand NZILB 2 20-Sep-2025 | NZIIBDT002C2 | 1.47 | 134.609 | +0.01% | |
ANZ Group Holdings Ltd. 4.95% | AU3CB0306348 | 1.37 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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