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Milford Balanced Fund (0P0000OMN3)

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2.955 -0.001    -0.04%
18/10 - Closed. Currency in NZD ( Disclaimer )
Type:  Fund
Market:  New Zealand
Issuer:  Milford Funds Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.7B
Milford Balanced 2.955 -0.001 -0.04%
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Rating
1-Year Change13.37%
Prev. Close2.957
Risk Rating
TTM Yield0%
ROE17.61%
IssuerMilford Funds Limited
Turnover70.06%
ROA7.63%
Inception DateApr 01, 2010
Total Assets1.7B
ExpensesN/A
Min. Investment10,000
Market Cap32.24B
CategoryMultisector - Balanced
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Performance

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Condition

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Frequency

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1088 1020 1158 1329 1600 2975
Fund Return 8.79% 1.99% 15.82% 9.93% 9.86% 11.52%
Place in category 3 3 6 5 2 2
% in Category 4 4 8 7 2 3

Top Equity Funds by Milford Funds Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Milford Diversified Income 2.82B 4.80 7.45 10.77
  Milford Dynamic Fund 946.92M 18.73 15.82 -
  Milford KiwiSaver Balanced 775.64M 8.96 10.20 11.81

Top Funds for Multisector - Balanced Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ASB KiwiSaver Schemes Balanced 2.78B 4.64 7.49 9.33
  ANZ KiwiSaver Balanced 3.27B 5.80 8.01 9.09
  Westpac KiwiSaver Balanced Fund 2.07B 4.35 8.07 9.12
  Milford KiwiSaver Balanced 775.64M 8.96 10.20 11.81
  OneAnswer KiwiSaver Balanced 707.06M 5.81 8.02 9.15

Top Holdings

Name ISIN Weight % Last Change %
  Contact Energy Ltd NZCENE0001S6 2.08 7.83 +3.03%
  Fisher&Paykel Healthcare NZFAPE0001S2 1.57 29.45 +0.79%
  Spark New Zealand NZTELE0001S4 1.47 4.39 +0.57%
Microsoft Corp - 1.23 - -
Alphabet Inc Class C - 1.21 - -

Technical Summary

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