Breaking News
Get 50% Off 0
⭐ Start off 2025 with a powerful boost to your portfolio: January’s freshest AI-picked stocks
Unlock stocks
Close

Anz Kiwisaver Growth (0P00009UU2)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.983 -0.005    -0.15%
31/12 - Closed. Currency in NZD
  • Morningstar Rating:
  • Total Assets: 5.21B
Type:  Fund
Market:  New Zealand
Issuer:  ANZ New Zealand Investments Limited
Asset Class:  Equity
ANZ KiwiSaver-Growth 2.983 -0.005 -0.15%

0P00009UU2 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the ANZ KiwiSaver-Growth (0P00009UU2) fund. Our ANZ KiwiSaver-Growth portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 10.360 11.450 1.090
Stocks 73.490 73.510 0.020
Bonds 16.040 16.110 0.070
Convertible 0.110 0.110 0.000
Other 0.010 0.120 0.110

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 19.048 18.461
Price to Book 2.311 2.162
Price to Sales 1.951 2.252
Price to Cash Flow 11.238 11.220
Dividend Yield 2.432 2.640
5 Years Earnings Growth 10.450 10.334

Sector Allocation

Name  Net % Category Average
Technology 19.220 18.823
Real Estate 13.840 8.334
Healthcare 13.460 14.387
Financial Services 12.820 13.403
Industrials 12.180 12.878
Consumer Cyclical 7.340 7.979
Utilities 5.950 6.109
Communication Services 4.740 6.562
Basic Materials 4.430 4.955
Consumer Defensive 3.980 4.511
Energy 2.040 2.055

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 3,958

Number of short holdings: 193

Name ISIN Weight % Last Change %
  Fisher&Paykel Healthcare NZFAPE0001S2 1.45 34.18 -1.33%
  Microsoft US5949181045 1.04 423.35 +1.14%
  Apple US0378331005 1.03 243.36 -0.20%
  Infratil NZIFTE0003S3 0.99 11.18 -1.58%
  Auckland Airport NZAIAE0002S6 0.92 8.53 -1.95%
  Goodman Group AU000000GMG2 0.87 36.530 +1.39%
  NVIDIA US67066G1040 0.86 144.47 +4.45%
  Contact Energy Ltd NZCENE0001S6 0.78 8.57 +2.76%
  Amazon.com US0231351067 0.78 224.19 +1.80%
  Mastercard US57636Q1040 0.70 521.36 -0.20%

Top Equity Funds by ANZ New Zealand Investments Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  ANZ KiwiSaver Balanced 3.66B 8.56 2.40 5.84
  ANZ KiwiSaver Conservative Balanced 1.68B 7.13 1.88 4.81
  ANZ Default KiwiSaver Scheme Cnsrv 664.43M 7.03 1.97 4.25
  OneAnswer KiwiSaver Balanced 655.2M 8.55 2.40 5.86
  OneAnswer KiwiSaver Growth Fund 626.65M 11.55 3.76 7.97
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00009UU2 Comments

Write your thoughts about Anz Kiwisaver Growth
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email