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Anz Kiwisaver Balanced (0P00009UTZ)

New Zealand

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2.520 +0.010 +0.34%

21/11 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 3.66B

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

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0P00009UTZ Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ KiwiSaver-Balanced (0P00009UTZ) fund. Our ANZ KiwiSaver-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	156.220	150.290
Stocks	50.370	50.370	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	18.283
Price to Book	2.276	2.108
Price to Sales	1.975	2.223
Price to Cash Flow	11.216	10.697
Dividend Yield	2.457	2.704
5 Years Earnings Growth	10.541	10.491

Sector Allocation

Name	Net %	Category Average
Technology	18.810	16.503
Real Estate	14.930	8.532
Healthcare	13.340	14.163
Financial Services	12.470	12.039
Industrials	12.230	12.238
Consumer Cyclical	7.150	8.009
Utilities	6.180	7.470
Communication Services	4.620	7.210
Basic Materials	4.360	5.733
Consumer Defensive	3.920	5.222
Energy	1.980	2.879

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	34.39	+2.60%
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.94	92.443	-0.12%
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	95.327	+0.00%
Infratil	NZIFTE0003S3	0.65	11.20	+0.09%

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.24B	8.08	2.13	7.75
ANZ KiwiSaver Conservative Balanced	1.68B	5.22	1.08	4.73
ANZ Default KiwiSaver Scheme Cnsrv	664.32M	5.74	1.73	4.22
OneAnswer KiwiSaver Balanced	659.54M	6.12	1.32	5.75
OneAnswer KiwiSaver Growth Fund	632.34M	8.07	2.13	7.79

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ KiwiSaver-Bal.	2.520	+0.010	+0.34%