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Milford Kiwisaver Balanced Fund (0P0000OMN1)

New Zealand

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3.497 -0.010 -0.36%

19/12 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 1.68B

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 Change10.98%

Prev. Close3.51

Risk Rating

TTM Yield0%

ROE14.99%

IssuerMilford Funds Limited

TurnoverN/A

ROA5.77%

Inception DateApr 01, 2010

Total Assets1.68B

Expenses1.20%

Min. Investment1,000

Market Cap39.37B

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 32

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	1120	1035	1155	1178	1429	2264
Fund Return	12.02%	3.46%	15.51%	5.61%	7.4%	8.51%
Place in category	44	42	46	5	6	1
% in Category	63	60	66	7	10	1

Top Equity Funds by Milford Funds Limited

Name	Total Assets	YTD%	3Y%	10Y%
Milford Diversified Income	2.82B	9.51	4.78	7.25
Milford Balanced	1.99B	11.47	5.50	8.31
Milford Dynamic Fund	759.48M	15.82	6.01	12.07

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	3.96B	14.53	5.13	7.16
ANZ KiwiSaver Balanced	3.65B	8.56	2.40	5.84
Westpac KiwiSaver Balanced Fund	2.25B	13.16	4.21	6.66
Milford Balanced	1.99B	11.47	5.50	8.31
ASB Investment Funds Balanced Fund	682.85M	14.15	4.69	6.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Contact Energy Ltd	NZCENE0001S6	1.76	8.32	+2.59%
Coca-Cola European	GB00BDCPN049	1.44	75.17	+0.62%
Royal Dutch Shell A DRC	ARDEUT112547	1.41	35,450.00	+1.00%
CRH	IE0001827041	1.34	7,472.0	+0.03%
Microsoft	US5949181045	1.33	436.60	-0.10%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Milford KiwiSaver.	3.497	-0.010	-0.36%