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Onepath Oneanswer Frontier Pension - Onepath Balanced Index (LP68077338)

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2.555 +0.010    +0.57%
23/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 773.24M
Type:  Fund
Market:  Australia
Issuer:  OnePath/ANZ Group
ISIN:  AU60MMF16895 
Asset Class:  Equity
OA Frontier AP-Vanguard Balanced Index 2.555 +0.010 +0.57%

LP68077338 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the OA Frontier AP-Vanguard Balanced Index (LP68077338) fund. Our OA Frontier AP-Vanguard Balanced Index 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 0.350 46.210 45.860
Stocks 50.270 50.270 0.000
Bonds 49.270 49.270 0.000
Convertible 0.080 0.080 0.000
Other 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.488 16.000
Price to Book 2.421 2.102
Price to Sales 1.970 1.698
Price to Cash Flow 10.505 8.604
Dividend Yield 2.806 3.278
5 Years Earnings Growth 10.703 9.916

Sector Allocation

Name  Net % Category Average
Financial Services 21.700 18.781
Technology 16.320 13.424
Basic Materials 10.510 8.593
Healthcare 10.350 9.754
Consumer Cyclical 9.800 9.306
Industrials 9.190 9.775
Communication Services 5.990 6.723
Consumer Defensive 5.260 5.503
Real Estate 4.580 7.035
Energy 4.100 6.474
Utilities 2.190 4.635

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 2

Name ISIN Weight % Last Change %
Vanguard Global Agg Bd Indx Fd (Hdg) AU60VAN93092 33.60 - -
  Vanguard Australian Shares Index Fund AU60VAN00022 19.82 2.839 +0.25%
  Vanguard International Shares Index Fund AU60VAN00030 14.65 3.840 +0.87%
Vanguard Australian Fixed Interest Index AU60VAN00014 14.46 - -
  Vanguard International Shares Index Fund Hedged - AU60VAN01053 8.77 1.183 +0.73%
  Vanguard International Small Companies Index Fund AU60VAN00212 3.51 2.105 +0.83%
  Vanguard Emerging Markets Shares Index Fund AU60VAN00055 3.04 2.317 -0.75%
  Vanguard Global Aggregate Bond Hedged AU00000VBND9 1.28 41.84 -0.14%
  Vanguard Australian Fixed Interest AU000000VAF8 0.37 45.58 -0.15%
  Vanguard MSCI Int Shares Hedged AU00000VGAD5 0.37 107.30 +0.29%

Top Equity Funds by Insignia Financial Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  OA Frontier PS Vanguard Growth Inde 615.05M 13.24 5.60 7.08
  OA Frontier PS Vanguard Balanced In 586.92M 10.03 3.48 5.41
  OA Frontier PS Vanguard High Growth 359.19M 16.72 7.67 8.70
  OA Frontier AP Vanguard Conservativ 266.47M 7.85 2.16 4.29
  OA Frontier AP Vanguard Growth Inde 248.62M 14.80 6.26 7.86
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