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Anz Kiwisaver Conservative Balanced (0P00009UU0)

New Zealand

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2.313 +0.002 +0.08%

30/11 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 1.71B

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

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0P00009UU0 Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ KiwiSaver-Conservative Balanced (0P00009UU0) fund. Our ANZ KiwiSaver-Conservative 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	10.170	186.230	176.060
Stocks	35.310	35.310	0.000
Bonds	53.000	61.490	8.490
Convertible	0.130	0.130	0.000
Other	1.400	1.400	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.265	18.826
Price to Book	2.233	2.212
Price to Sales	2.006	2.106
Price to Cash Flow	11.193	11.207
Dividend Yield	2.496	2.589
5 Years Earnings Growth	10.494	10.836

Sector Allocation

Name	Net %	Category Average
Technology	18.100	17.277
Real Estate	16.510	11.089
Healthcare	13.190	13.698
Industrials	12.200	12.782
Financial Services	12.020	11.946
Consumer Cyclical	6.920	7.044
Utilities	6.490	9.298
Communication Services	4.530	7.287
Basic Materials	4.270	4.411
Consumer Defensive	3.830	4.232
Energy	1.950	2.384

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,350

Number of short holdings: 572

Name	ISIN	Weight %	Last	Change %
Emini S&P 500 (Cme) Dec 24	-	1.59	-	-
Anzws Australian Credit Fund	-	1.35	-	-
Msci Emrg Markets Mini (Ifus) Dec 24	-	1.26	-	-
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	1.04	94.385	+0.31%
US 5 Year Note (CBT) Dec14	-	1.01	-	-
New Zealand (Government Of) 0.25%	NZGOVDT528C6	0.93	-	-
New Zealand NZEA 3 20-Apr-2029	NZGOVDT429C7	0.76	96.345	+0.09%
Fisher&Paykel Healthcare	NZFAPE0001S2	0.68	34.73	+0.29%
New Zealand NZEA 4.5 15-Apr-2027	NZGOVDT427C1	0.67	101.590	+0.03%
Cooperatieve Rabobank U.A. New Zealand Branch	NZRABDT022C7	0.60	-	-

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.32B	8.08	2.13	7.75
ANZ KiwiSaver Balanced	3.71B	6.12	1.33	5.72
ANZ Default KiwiSaver Scheme Cnsrv	671.25M	5.74	1.73	4.22
OneAnswer KiwiSaver Balanced	666.6M	6.12	1.32	5.75
OneAnswer KiwiSaver Growth Fund	642.03M	8.07	2.13	7.79

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ KiwiSaver-Con.	2.313	+0.002	+0.08%