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Anz Investment Funds Conservative Balanced Fund (0P0000ONHJ)

New Zealand

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2.154 0.000 0%

13/02 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 455.28M

Type: Fund

Market: New Zealand

Issuer: ANZ New Zealand Investments Limited

Asset Class: Equity

General
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0P0000ONHJ Holdings

Comprehensive information about top holdings and Key Holding Information for the ANZ Investment Funds Conservative Balanced Fund (0P0000ONHJ) fund. Our ANZ Investment Funds Conservative 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	4.640	165.860	161.220
Stocks	35.770	35.770	0.000
Bonds	56.440	65.640	9.200
Convertible	0.150	0.150	0.000
Other	3.010	3.010	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.525	18.647
Price to Book	2.255	2.235
Price to Sales	1.943	2.058
Price to Cash Flow	12.104	10.502
Dividend Yield	2.519	2.660
5 Years Earnings Growth	8.505	10.441

Sector Allocation

Name	Net %	Category Average
Technology	19.470	16.681
Real Estate	13.950	11.044
Financial Services	13.390	12.149
Industrials	12.770	13.793
Healthcare	12.360	14.486
Consumer Cyclical	7.680	7.666
Utilities	6.110	8.428
Communication Services	4.750	7.158
Consumer Defensive	3.730	4.180
Basic Materials	3.550	3.937
Energy	2.230	2.489

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4,070

Number of short holdings: 620

Name	ISIN	Weight %	Last	Change %
Anzws Australian Credit Fund	-	2.93	-	-
5y T-Note (Cbt) Mar 25	-	1.47	-	-
Msci Emrg Markets Mini (Ifus) Mar 25	-	1.17	-	-
New Zealand NZEA 3.5 14-Apr-2033	NZGOVDT433C9	0.75	93.469	+0.22%
Fisher&Paykel Healthcare	NZFAPE0001S2	0.72	32.12	+2.00%
New Zealand (Government Of) 0.25%	NZGOVDT528C6	0.72	-	-
New Zealand (Government Of) 4.5%	NZGOVDT530C2	0.68	-	-
Long Euro Btp Italy (Eur) Mar 25	-	0.65	-	-
Cooperatieve Rabobank U.A. New Zealand Branch	NZRABDT022C7	0.62	-	-
Euro Bund Germany (Eur) Mar 25	-	0.60	-	-

Top Equity Funds by ANZ New Zealand Investments Limited

Name	Total Assets	YTD%	3Y%	10Y%
ANZ KiwiSaver Growth	5.29B	2.07	4.37	7.61
ANZ KiwiSaver Balanced	3.7B	1.39	2.89	5.52
ANZ KiwiSaver Conservative Balanced	1.7B	1.05	2.27	4.50
ANZ Default KiwiSaver Scheme Cnsrv	666.9M	0.73	2.50	3.97
OneAnswer KiwiSaver Balanced	657.2M	1.39	2.88	5.55

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ANZ Investment Fu.	2.154	0.000	0%
	Fidelity Demograf.	14.210	+0.050	+0.35%