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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 965 | 965 | 1045 | 1238 | 1308 | 2071 |
| Fund Return | -3.54% | -3.54% | 4.54% | 7.37% | 5.52% | 7.55% |
| Place in category | - | - | - | - | - | - |
| % in Category | - | - | - | - | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Milford Diversified Income | 3.52B | -1.37 | 6.66 | 6.30 | ||
| Milford KiwiSaver Balanced | 2.4B | -3.46 | 7.57 | 7.72 | ||
| Milford Dynamic Fund | 971.74M | -10.09 | 10.09 | 10.94 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ASB KiwiSaver Schemes Balanced | 4.56B | 1.29 | 11.93 | 7.78 | ||
| ANZ KiwiSaver Balanced | 3.75B | -1.68 | 6.51 | 5.44 | ||
| Milford KiwiSaver Balanced | 2.4B | -3.46 | 7.57 | 7.72 | ||
| Westpac KiwiSaver Balanced Fund | 2.34B | -2.91 | 9.08 | 6.44 | ||
| ASB Investment Funds Balanced Fund | 970.59M | 1.23 | 11.49 | 7.27 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| New Zealand (Government Of) 4.5% | NZGOVDT535C1 | 1.97 | - | - | |
| Microsoft Corp | - | 1.34 | - | - | |
| NatWest Group | GB00BM8PJY71 | 1.30 | 622.60 | -0.83% | |
| National Grid DRC | ARDEUT112620 | 1.25 | 64,725.00 | -0.42% | |
| SSE | GB0007908733 | 1.23 | 2,708.50 | -0.44% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Sell | Strong Buy |
| Summary | Strong Buy | Neutral | Strong Buy |
| Brokers | Regulation | Minimum Deposit | |
|---|---|---|---|
| Cyprus Securities and Exchange Commission (Cyprus), The National Bank of the Republic of Belarus (Belarus), The Financial Conduct Authority (United Kingdom), Australian Securities and Investments Commission (Australia) | $20 | Start Trading |
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