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Mercer Ethical Leaders Nz Shares Fund (0P000167PX)

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3.387 +0.020    +0.54%
20/12 - Closed. Currency in NZD
  • Morningstar Rating:
  • Total Assets: 37.61M
Type:  Fund
Market:  New Zealand
Issuer:  AMP Group
Asset Class:  Equity
AMP Capital Responsible Investment Leaders NZ Shar 3.387 +0.020 +0.54%

0P000167PX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the AMP Capital Responsible Investment Leaders NZ Shar (0P000167PX) fund. Our AMP Capital Responsible Investment Leaders NZ Shar portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 0.400 17.970 17.570
Stocks 99.150 99.150 0.000
Bonds 0.150 0.150 0.000
Other 0.300 0.300 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 24.876 21.172
Price to Book 1.987 1.668
Price to Sales 2.384 1.670
Price to Cash Flow 7.634 7.971
Dividend Yield 2.174 4.374
5 Years Earnings Growth 8.992 9.356

Sector Allocation

Name  Net % Category Average
Healthcare 32.520 20.227
Industrials 25.200 19.880
Utilities 13.340 16.762
Technology 7.460 2.580
Consumer Defensive 6.120 7.267
Communication Services 5.620 10.685
Real Estate 5.390 6.390
Financial Services 2.760 4.883
Basic Materials 1.420 5.708
Consumer Cyclical 0.180 4.983

Region Allocation

  • North America
  • Australasia
  • Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 6

Name ISIN Weight % Last Change %
  Fisher&Paykel Healthcare NZFAPE0001S2 13.77 34.53 +1.07%
  Infratil NZIFTE0003S3 9.65 11.53 +1.23%
  Auckland Airport NZAIAE0002S6 7.59 8.52 +0.59%
  Mainfreight NZMFTE0001S9 7.39 38.200 +1.06%
  Contact Energy Ltd NZCENE0001S6 6.82 8.31 +1.71%
  Meridian Energy Ltd NZMELE0002S7 5.18 5.31 +1.92%
  A2 Milk NZATME0002S8 4.92 6.35 +0.79%
  Spark New Zealand NZTELE0001S4 4.60 2.65 +0.76%
  Summerset Group NZSUME0001S0 4.14 11.71 0.00%
  EBOS NZEBOE0001S6 3.68 37.30 +0.54%

Top Equity Funds by Macquarie Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMP Capital NZ Shares Index Fund 385.69M 11.54 1.50 -
  AMP Capital Core Global Shares Fund 57.85M 32.29 15.72 12.75
  AMP IL Managed Balanced Fund C 39.44M - - -
  AMP NZRT International Shares 25.59M 27.03 9.60 10.80
  AMP IL NZ Share Fund R 9.57M - - -
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