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Anz Default Kiwisaver Scheme-balanced (0P00009UTJ)

New Zealand

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2.409 0.001 0%

22/12 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 267.78M

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	5.930	156.250	150.320
Stocks	50.380	50.380	0.000
Bonds	42.400	48.810	6.410
Convertible	0.130	0.130	0.000
Other	1.170	1.170	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.149	18.333
Price to Book	2.276	2.104
Price to Sales	1.975	2.213
Price to Cash Flow	11.216	10.904
Dividend Yield	2.457	2.750
5 Years Earnings Growth	10.539	10.669

Sector Allocation

Name	Net %	Category Average
Technology	18.810	16.430
Real Estate	14.930	8.881
Healthcare	13.340	14.178
Financial Services	12.470	11.976
Industrials	12.230	12.284
Consumer Cyclical	7.150	8.060
Utilities	6.180	7.441
Communication Services	4.620	7.199
Basic Materials	4.360	5.457
Consumer Defensive	3.920	5.262
Energy	1.980	2.830

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,349

Number of short holdings: 570

Name	ISIN	Weight %	Last	Change %
Msci Emrg Markets Mini (Ifus) Dec 24	-	1.73	-	-
Emini S&P 500 (Cme) Dec 24	-	1.34	-	-
Anzws Australian Credit Fund	-	1.10	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	0.96	34.53	+1.08%
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.94	93.093	-0.54%
New Zealand (Government Of) 0.25%	NZGOVDT528C6	0.85	-	-
Euro Bund Germany (Eur) Dec 24	-	0.76	-	-
US 5 Year Note (CBT) Dec14	-	0.76	-	-
New Zealand NZEA 3 20-Apr-2029	NZGOVDT429C7	0.69	96.190	-0.15%
Infratil	NZIFTE0003S3	0.65	11.51	+1.05%

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.19B	11.56	3.76	7.94
ANZ KiwiSaver Balanced	3.65B	8.56	2.40	5.84
ANZ KiwiSaver Conservative Balanced	1.68B	7.13	1.88	4.81
ANZ Default KiwiSaver Scheme Cnsrv	663.12M	7.03	1.97	4.25
OneAnswer KiwiSaver Balanced	654.29M	8.55	2.40	5.86

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ Default KiwiS.	2.409	0.001	0%