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Octagon New Zealand Equities Fund (0P0000UDQB)

New Zealand

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4.278 -0.040 -0.89%

29/11 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 116.92M

Type: Fund

Market: New Zealand

Issuer: Forsyth Barr Investment Management Limited

Asset Class: Equity

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0P0000UDQB Overview

Find basic information about the Octagon New Zealand Equities Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000UDQB MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change13.43%

Prev. Close4.316

Risk Rating

TTM Yield0%

ROE8.63%

IssuerForsyth Barr Investment Management Limited

TurnoverN/A

ROA4.17%

Inception DateJun 26, 2008

Total Assets116.92M

ExpensesN/A

Min. Investment5,000

Market Cap3.33B

CategoryEquity Region NZ

What is your sentiment on Forsyth Barr New Zealand Equities Fund?

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Octagon New Zealand Equities Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1068	1029	1144	1011	1272	2660
Fund Return	6.78%	2.94%	14.41%	0.35%	4.94%	10.28%
Place in category	30	15	34	11	10	6
% in Category	86	42	98	34	38	36

Top Funds for Equity Region NZ Category

Name	Total Assets	YTD%	3Y%	10Y%
AMP Capital NZ Shares Index Fund	389.76M	7.95	-0.59	-
AMP Capital Responsible Investment	36.4M	12.77	-0.82	10.36
Nikko AM Core Equity Fund	27.53M	8.42	0.30	9.90

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fisher&Paykel Healthcare	NZFAPE0001S2	9.10	34.73	+0.29%
Contact Energy Ltd	NZCENE0001S6	7.00	7.93	-1.73%
Auckland Airport	NZAIAE0002S6	6.87	8.08	+0.37%
Infratil	NZIFTE0003S3	6.38	11.34	-2.33%
Spark New Zealand	NZTELE0001S4	6.20	2.64	+0.76%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Forsyth Barr New .	4.278	-0.040	-0.89%