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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1020 | 1012 | 1112 | 1211 | 1449 | 2163 |
Fund Return | 1.96% | 1.15% | 11.17% | 6.58% | 7.7% | 8.02% |
Place in category | 1 | 10 | 33 | 10 | 7 | 1 |
% in Category | 1 | 13 | 45 | 14 | 12 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.84B | 1.09 | 5.23 | 6.86 | ||
Milford Balanced | 2.07B | 1.68 | 6.54 | 7.81 | ||
Milford Dynamic Fund | 753.85M | 0.03 | 7.06 | 10.81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ASB KiwiSaver Schemes Balanced | 4.11B | 0.72 | 6.63 | 6.72 | ||
ANZ KiwiSaver Balanced | 3.6B | 0.84 | 3.31 | 5.32 | ||
Westpac KiwiSaver Balanced Fund | 2.2B | 1.16 | 5.78 | 6.29 | ||
Milford Balanced | 2.07B | 1.68 | 6.54 | 7.81 | ||
ASB Investment Funds Balanced Fund | 706.78M | 0.65 | 6.20 | 6.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.06 | 393.08 | +0.47% | |
Contact Energy Ltd | NZCENE0001S6 | 1.82 | 8.09 | +4.52% | |
CRH | IE0001827041 | 1.39 | 7,562.0 | +4.30% | |
Royal Dutch Shell A DRC | ARDEUT112547 | 1.33 | 45,875.00 | -0.92% | |
NatWest Group | GB00BM8PJY71 | 1.29 | 462.70 | +1.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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