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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1042 | 1140 | 1168 | 1809 | 3000 |
Fund Return | 5.44% | 4.19% | 13.99% | 5.32% | 12.59% | 11.61% |
Place in category | 6 | 7 | 4 | 24 | 1 | 1 |
% in Category | 18 | 21 | 12 | 89 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.66B | 2.32 | 3.11 | 7.49 | ||
Milford Balanced | 1.7B | 4.25 | 4.61 | 8.49 | ||
Milford KiwiSaver Balanced | 1.43B | 4.42 | 4.63 | 8.71 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Viva Energy | AU0000016875 | 4.12 | 3.320 | -1.48% | |
Carsales.Com | AU000000CAR3 | 3.72 | 36.63 | +1.89% | |
Contact Energy Ltd | NZCENE0001S6 | 2.94 | 8.60 | -2.38% | |
Beach Energy | AU000000BPT9 | 2.75 | 1.585 | -2.76% | |
Waypoint REIT | AU0000088064 | 2.75 | 2.420 | +0.41% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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