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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1039 | 1123 | 1203 | 1413 | 2227 |
Fund Return | 2.07% | 3.91% | 12.27% | 6.36% | 7.16% | 8.34% |
Place in category | 2 | 27 | 50 | 5 | 7 | 1 |
% in Category | 2 | 36 | 67 | 6 | 11 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.83B | 0.81 | 5.16 | 7.01 | ||
Milford Balanced | 2.07B | 1.91 | 6.35 | 8.14 | ||
Milford Dynamic Fund | 793.9M | 4.13 | 8.50 | 12.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ASB KiwiSaver Schemes Balanced | 4.12B | 1.07 | 6.09 | 6.90 | ||
ANZ KiwiSaver Balanced | 3.69B | 1.39 | 2.89 | 5.52 | ||
Westpac KiwiSaver Balanced Fund | 2.28B | 1.40 | 5.23 | 6.48 | ||
Milford Balanced | 2.07B | 1.91 | 6.35 | 8.14 | ||
ASB Investment Funds Balanced Fund | 706.26M | 1.04 | 5.65 | 6.38 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.87 | 408.21 | -1.90% | |
Contact Energy Ltd | NZCENE0001S6 | 1.81 | 8.21 | -1.32% | |
Shell | GB00BP6MXD84 | 1.39 | 32.16 | -1.35% | |
CRH | IE0001827041 | 1.38 | 8,052.0 | -0.42% | |
Infratil | NZIFTE0003S3 | 1.31 | 9.75 | -0.61% |
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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