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Anz Default Kiwisaver Scheme-balanced (0P00009UTJ)

New Zealand

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2.450 +0.010 +0.26%

06/02 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 271.43M

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

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0P00009UTJ Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ Default KiwiSaver Scheme-Balanced (0P00009UTJ) fund. Our ANZ Default KiwiSaver Scheme-Balanced 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	2.870	224.650	221.780
Stocks	51.320	51.320	0.000
Bonds	43.230	49.680	6.450
Convertible	0.150	0.150	0.000
Other	2.430	2.430	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.484	18.473
Price to Book	2.381	2.141
Price to Sales	1.983	2.235
Price to Cash Flow	12.530	10.830
Dividend Yield	2.391	2.728
5 Years Earnings Growth	9.173	10.457

Sector Allocation

Name	Net %	Category Average
Technology	20.090	16.824
Financial Services	13.760	12.193
Industrials	12.850	12.824
Real Estate	12.530	8.324
Healthcare	12.490	13.958
Consumer Cyclical	7.730	8.221
Utilities	6.040	7.237
Communication Services	4.660	7.129
Basic Materials	3.850	5.253
Consumer Defensive	3.680	5.117
Energy	2.310	2.921

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,235

Number of short holdings: 807

Name	ISIN	Weight %	Last	Change %
Anzws Australian Credit Fund	-	2.33	-	-
Msci Emrg Markets Mini (Ifus) Dec 24	-	1.65	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	1.03	31.36	+0.10%
Apple	US0378331005	0.81	227.63	-2.40%
5y T-Note (Cbt) Mar 25	-	0.77	-	-
Euro Bund Germany (Eur) Dec 24	-	0.71	-	-
Microsoft	US5949181045	0.68	409.75	-1.46%
NVIDIA	US67066G1040	0.68	129.84	+0.90%
Infratil	NZIFTE0003S3	0.66	10.05	+2.97%
Mastercard	US57636Q1040	0.62	562.75	-0.78%

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.3B	9.81	1.85	7.73
ANZ KiwiSaver Balanced	3.71B	7.35	1.15	5.66
ANZ KiwiSaver Conservative Balanced	1.71B	6.12	0.92	4.64
ANZ Default KiwiSaver Scheme Cnsrv	670.11M	6.49	1.51	4.12
OneAnswer KiwiSaver Balanced	660.62M	7.34	1.14	5.69

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ Default KiwiS.	2.450	+0.010	+0.26%