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Anz Kiwisaver Balanced (0P00009UTZ)

New Zealand

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2.511 -0.002 -0.08%

09/03 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 3.62B

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	1.980	142.600	140.620
Stocks	50.930	50.930	0.000
Bonds	44.460	51.610	7.150
Convertible	0.150	0.150	0.000
Other	2.490	2.490	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.284	18.237
Price to Book	2.325	2.136
Price to Sales	1.885	2.225
Price to Cash Flow	11.991	10.910
Dividend Yield	2.449	2.730
5 Years Earnings Growth	8.630	10.012

Sector Allocation

Name	Net %	Category Average
Technology	20.540	17.169
Financial Services	14.080	12.862
Industrials	13.240	13.099
Healthcare	12.830	13.576
Real Estate	10.200	7.600
Consumer Cyclical	8.080	8.344
Utilities	6.150	7.219
Communication Services	4.970	7.397
Consumer Defensive	3.900	4.982
Basic Materials	3.690	5.086
Energy	2.310	2.669

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,080

Number of short holdings: 626

Name	ISIN	Weight %	Last	Change %
Anzws Australian Credit Fund	-	2.37	-	-
Msci Emrg Markets Mini (Ifus) Mar 25	-	1.76	-	-
5y T-Note (Cbt) Mar 25	-	1.14	-	-
Fisher&Paykel Healthcare	NZFAPE0001S2	1.04	31.59	+1.71%
Apple	US0378331005	0.87	227.48	-4.85%
Microsoft	US5949181045	0.72	380.16	-3.34%
NVIDIA	US67066G1040	0.71	106.98	-5.07%
Emini S&P 500 (Cme) Mar 25	-	0.70	-	-
Auckland Airport	NZAIAE0002S6	0.70	8.06	+0.62%
Amazon.com	US0231351067	0.67	194.54	-2.36%

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.1B	0.69	4.61	7.21
ANZ KiwiSaver Conservative Balanced	1.67B	1.05	2.27	4.50
ANZ Default KiwiSaver Scheme Cnsrv	660.46M	0.86	2.98	3.93
OneAnswer KiwiSaver Balanced	639.01M	1.39	2.88	5.55
OneAnswer KiwiSaver Growth Fund	608.51M	0.69	4.60	7.25

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ KiwiSaver-Bal.	2.511	-0.002	-0.08%