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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 1025 | 1099 | 1133 | 1175 | 2474 |
Fund Return | -1.06% | 2.52% | 9.87% | 4.26% | 3.28% | 9.48% |
Place in category | 35 | 20 | 19 | 12 | 13 | 7 |
% in Category | 71 | 41 | 39 | 25 | 34 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nikko AM Concentrated Equity Fund | 20.85M | 1.43 | 4.42 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital NZ Shares Index Fund | 377.16M | -0.90 | 3.62 | - | ||
Forsyth Barr New Zealand Equities F | 124.13M | -1.19 | 3.40 | 9.52 | ||
AMP Capital Responsible Investment | 37.59M | -0.56 | 3.96 | 9.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fisher&Paykel Healthcare | NZFAPE0001S2 | 16.25 | 31.57 | -0.25% | |
Infratil | NZIFTE0003S3 | 10.70 | 9.75 | -0.61% | |
Auckland Airport | NZAIAE0002S6 | 10.43 | 8.10 | -0.61% | |
Contact Energy Ltd | NZCENE0001S6 | 7.80 | 8.21 | -1.32% | |
Meridian Energy Ltd | NZMELE0002S7 | 5.90 | 5.43 | -1.09% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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