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Westpac Kiwisaver Balanced Fund (0P0000HL53)

New Zealand

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2.628 +0.010 +0.37%

02/12 - 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 Holdings

Comprehensive information about top holdings and Key Holding Information for the Westpac KiwiSaver-Balanced Fund (0P0000HL53) fund. Our Westpac KiwiSaver-Balanced Fund 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	1.650	1.820	0.170
Other	98.350	98.350	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.330	18.283
Price to Book	1.002	2.108
Price to Sales	6.342	2.223
Price to Cash Flow	16.850	10.697
Dividend Yield	4.581	2.704
5 Years Earnings Growth	4.842	10.491

Sector Allocation

Bonds

Name	Net %	Category Average
Cash	1.649	9.692

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

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	-	-
Westpac Wholesale Property	-	2.84	-	-
Westpac Wholesale Enhanced Cash	-	1.16	-	-
BT PS Corporate Bond	-	0.00	-	-

Top Equity Funds by BT Funds Management (NZ)

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westpac KiwiSaver Growth Fund		3.45B	13.28	3.62	7.75

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westpac KiwiSaver.	2.628	+0.010	+0.37%