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Octagon New Zealand Equities Fund (0P0000UDQB)

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3.985 +0.020    +0.51%
17/04 - Delayed Data. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Issuer:  Forsyth Barr Investment Management Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 92.14M
Forsyth Barr New Zealand Equities Fund 3.985 +0.020 +0.51%

Octagon New Zealand Equities Fund Overview

 
Find basic information about the Octagon New Zealand Equities 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 0P0000UDQB MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: )
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Rating
1-Year Change - 0.43%
Prev. Close3.965
Risk Rating
TTM Yield0%
ROE11.98%
IssuerForsyth Barr Investment Management Limited
TurnoverN/A
ROA5.59%
Inception DateJun 26, 2008
Total Assets92.14M
ExpensesN/A
Min. Investment5,000
Market Cap3.29B
CategoryEquity Region NZ
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1035 1035 1026 1049 1329 2768
Fund Return 3.5% 3.5% 2.63% 1.6% 5.85% 10.72%
Place in category 10 10 23 5 8 3
% in Category 21 21 49 11 24 14

Top Funds for Equity Region NZ Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  AMP Capital NZ Shares Index Fund 134.69M -0.23 -0.79 -
  AMP Capital Responsible Investment 48.2M 4.34 -0.24 10.53
  Nikko AM Core Equity Fund 29.16M 3.61 1.11 10.26

Top Holdings

Name ISIN Weight % Last Change %
  Fisher&Paykel Healthcare NZFAPE0001S2 8.92 24.29 -0.33%
  Spark New Zealand NZTELE0001S4 6.87 4.27 0.00%
  Infratil NZIFTE0003S3 6.79 9.96 +0.40%
  Auckland Airport NZAIAE0002S6 6.72 7.82 -2.13%
  Contact Energy Ltd NZCENE0001S6 6.29 7.82 0.00%

Technical Summary

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