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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1108 | 1022 | 1218 | 1018 | 1247 | 2502 |
Fund Return | 10.83% | 2.2% | 21.82% | 0.58% | 4.52% | 9.6% |
Place in category | 15 | 22 | 16 | 17 | 20 | 9 |
% in Category | 42 | 64 | 45 | 52 | 74 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pie Australasian Dividend Fund | 368.25M | 15.77 | 4.82 | 12.83 | ||
Pie Australasian Emerging Companies | 133.24M | 24.85 | 7.15 | 15.35 | ||
Nikko AM Concentrated Equity Fund | 22.85M | 11.64 | 0.38 | 9.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fisher&Paykel Healthcare | NZFAPE0001S2 | 17.22 | 34.50 | +2.92% | |
Infratil | NZIFTE0003S3 | 10.95 | 11.26 | +0.63% | |
Meridian Energy Ltd | NZMELE0002S7 | 10.06 | 5.25 | -0.94% | |
Contact Energy Ltd | NZCENE0001S6 | 7.41 | 7.88 | 0.00% | |
Auckland Airport | NZAIAE0002S6 | 7.03 | 7.76 | +3.05% |
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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