Breaking News
Get 55% Off 0
Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
Close

Oneanswer Kiwisaver Balanced (0P00009UTO)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.551 -0.030    -1.03%
19/12 - Closed. Currency in NZD
  • Morningstar Rating:
  • Total Assets: 654.29M
Type:  Fund
Market:  New Zealand
Issuer:  ANZ New Zealand Investments Limited
Asset Class:  Equity
OneAnswer KiwiSaver-Balanced 2.551 -0.030 -1.03%

0P00009UTO Holdings

 
Comprehensive information about top holdings and Key Holding Information for the OneAnswer KiwiSaver-Balanced (0P00009UTO) fund. Our OneAnswer KiwiSaver-Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.930 156.220 150.290
Stocks 50.370 50.370 0.000
Bonds 42.400 48.810 6.410
Convertible 0.130 0.130 0.000
Other 1.170 1.170 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.149 18.333
Price to Book 2.276 2.104
Price to Sales 1.975 2.213
Price to Cash Flow 11.216 10.904
Dividend Yield 2.457 2.750
5 Years Earnings Growth 10.541 10.669

Sector Allocation

Name  Net % Category Average
Technology 18.810 16.430
Real Estate 14.930 8.881
Healthcare 13.340 14.178
Financial Services 12.470 11.976
Industrials 12.230 12.284
Consumer Cyclical 7.150 8.060
Utilities 6.180 7.441
Communication Services 4.620 7.199
Basic Materials 4.360 5.457
Consumer Defensive 3.920 5.262
Energy 1.980 2.830

Region Allocation

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

Top Holdings

Number of long holdings: 4,349

Number of short holdings: 570

Name ISIN Weight % Last Change %
Msci Emrg Markets Mini (Ifus) Dec 24 - 1.73 - -
Emini S&P 500 (Cme) Dec 24 - 1.34 - -
Anzws Australian Credit Fund - 1.10 - -
  Fisher&Paykel Healthcare NZFAPE0001S2 0.96 34.18 +0.89%
  New Zealand NZEA 3.5 14-Apr-2033 NZGOVDT433C9 0.94 93.093 -0.54%
New Zealand (Government Of) 0.25% NZGOVDT528C6 0.85 - -
Euro Bund Germany (Eur) Dec 24 - 0.76 - -
US 5 Year Note (CBT) Dec14 - 0.76 - -
  New Zealand NZEA 3 20-Apr-2029 NZGOVDT429C7 0.69 96.190 -0.15%
  Infratil NZIFTE0003S3 0.65 11.35 +3.56%

Top Equity Funds by ANZ New Zealand Investments Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  ANZ KiwiSaver Growth 5.19B 11.56 3.76 7.94
  ANZ KiwiSaver Balanced 3.65B 8.56 2.40 5.84
  ANZ KiwiSaver Conservative Balanced 1.68B 7.13 1.88 4.81
  ANZ Default KiwiSaver Scheme Cnsrv 663.12M 7.03 1.97 4.25
  OneAnswer KiwiSaver Growth Fund 626.37M 11.55 3.76 7.97
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00009UTO Comments

Write your thoughts about Oneanswer Kiwisaver Balanced
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email