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Milford Kiwisaver Balanced Fund (0P0000OMN1)

New Zealand

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3.453 -0.020 -0.45%

31/10 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 1.62B

Type: Fund

Market: New Zealand

Issuer: Milford Funds Limited

Asset Class: Equity

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0P0000OMN1 Overview

Find basic information about the Milford Kiwisaver Balanced 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 0P0000OMN1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change14.94%

Prev. Close3.468

Risk Rating

TTM Yield0%

ROE15.64%

IssuerMilford Funds Limited

TurnoverN/A

ROA6.54%

Inception DateApr 01, 2010

Total Assets1.62B

Expenses1.20%

Min. Investment1,000

Market Cap37.68B

CategoryMultisector - Balanced

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Milford Kiwisaver Balanced 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	1086	1031	1138	1145	1410	2260
Fund Return	8.57%	3.08%	13.83%	4.61%	7.12%	8.49%
Place in category	56	67	67	7	4	1
% in Category	76	91	91	10	6	1

Top Equity Funds by Milford Funds Limited

Name	Total Assets	YTD%	3Y%	10Y%
Milford Diversified Income	2.78B	8.45	3.90	7.49
Milford Balanced	1.94B	8.31	4.57	8.29
Milford Dynamic Fund	757.34M	11.22	4.87	11.75

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	3.81B	11.11	4.19	7.07
ANZ KiwiSaver Balanced	3.63B	6.61	1.84	5.99
Westpac KiwiSaver Balanced Fund	2.23B	10.95	3.29	6.69
Milford Balanced	1.94B	8.31	4.57	8.29
ASB Investment Funds Balanced Fund	645.06M	10.80	3.75	6.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Contact Energy Ltd	NZCENE0001S6	1.86	7.62	-4.27%
Shell	GB00BP6MXD84	1.82	31.14	+1.04%
Coca-Cola European	GB00BDCPN049	1.45	75.60	-0.53%
Telstra Group	AU000000TLS2	1.38	3.820	0.00%
HCA	US40412C1018	1.38	357.19	-0.43%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Milford KiwiSaver.	3.453	-0.020	-0.45%