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Westpac Kiwisaver Balanced Fund (0P0000HL53)

New Zealand

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2.562 -0.020 -0.73%

31/10 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 2.23B

Type: Fund

Market: New Zealand

Issuer: BT Funds Management (NZ)

Asset Class: Equity

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0P0000HL53 Overview

Find basic information about the Westpac 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 0P0000HL53 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change17.87%

Prev. Close2.581

Risk Rating

TTM Yield0%

ROE2.78%

IssuerBT Funds Management (NZ)

TurnoverN/A

ROA0.91%

Inception DateOct 01, 2007

Total Assets2.23B

Expenses0.84%

Min. InvestmentN/A

Market Cap5.33B

CategoryMultisector - Balanced

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Westpac 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	1110	1047	1186	1102	1300	1911
Fund Return	10.95%	4.68%	18.59%	3.29%	5.38%	6.69%
Place in category	12	7	4	30	22	13
% in Category	16	9	5	47	39	32

Top Equity Funds by BT Funds Management (NZ)

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westpac KiwiSaver Growth Fund		3.39B	13.09	3.82	7.85

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
Milford Balanced	1.94B	8.31	4.57	8.29
Milford KiwiSaver Balanced	1.62B	8.57	4.61	8.49
ASB Investment Funds Balanced Fund	645.06M	10.80	3.75	6.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Westpac Inst MM Intl Share 50%Hdgd	-	36.58	-	-
Westpac Inst Intl Fixed Income	-	21.84	-	-
BT Inst Strategy Share	-	17.91	-	-
Westpac Inst NZ Bonds 2002	-	12.05	-	-
Westpac Wholesale Enhanced Cash	-	3.12	-	-

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. %
	Westpac KiwiSaver.	2.562	-0.020	-0.73%