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Westpac Kiwisaver Balanced Fund (0P0000HL53)

New Zealand

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2.627 -0.002 -0.06%

27/12 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 2.27B

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 Change13.37%

Prev. Close2.628

Risk Rating

TTM Yield0%

ROE2.78%

IssuerBT Funds Management (NZ)

TurnoverN/A

ROA0.91%

Inception DateOct 01, 2007

Total Assets2.27B

Expenses0.84%

Min. InvestmentN/A

Market Cap5.33B

CategoryMultisector - Balanced

What is your sentiment on Westpac KiwiSaver-Balanced Fund?

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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 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	1132	1031	1173	1132	1300	1906
Fund Return	13.16%	3.07%	17.28%	4.21%	5.39%	6.66%
Place in category	32	49	30	24	21	12
% in Category	45	70	43	36	40	31

Top Equity Funds by BT Funds Management (NZ)

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westpac KiwiSaver Growth Fund		3.45B	16.28	5.02	7.88

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	3.67B	8.56	2.40	5.84
Milford Balanced	2.01B	11.47	5.50	8.31
Milford KiwiSaver Balanced	1.69B	12.02	5.61	8.51
ASB Investment Funds Balanced Fund	682.85M	14.15	4.69	6.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Westpac Inst MM Intl Share 50%Hdgd	-	38.50	-	-
Westpac Inst Intl Fixed Income	-	21.89	-	-
BT Inst Strategy Share	-	16.79	-	-
Westpac Inst NZ Bonds 2002	-	13.86	-	-
Westpac Wholesale International Prpty Tr	-	3.33	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westpac KiwiSaver.	2.627	-0.002	-0.06%