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Octagon New Zealand Equities Fund (0P0000UDQB)

New Zealand

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4.024 +0.044 +1.09%

26/03 - Delayed Data. Currency in NZD

Morningstar Rating:
Total Assets: 119.32M

Type: Fund

Market: New Zealand

Issuer: Forsyth Barr Investment Management Limited

Asset Class: Equity

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0P0000UDQB 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.

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Rating

1-Year Change - 0.86%

Prev. Close3.981

Risk Rating

TTM Yield0%

ROE6.98%

IssuerForsyth Barr Investment Management Limited

TurnoverN/A

ROA3.46%

Inception DateJun 26, 2008

Total Assets119.32M

ExpensesN/A

Min. Investment5,000

Market Cap3.67B

CategoryEquity Region NZ

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	958	963	1055	1056	1227	2388
Fund Return	-4.2%	-3.7%	5.46%	1.83%	4.17%	9.09%
Place in category	43	36	43	27	8	6
% in Category	88	73	90	60	20	28

Top Funds for Equity Region NZ Category

Name	Total Assets	YTD%	3Y%	10Y%
AMP Capital NZ Shares Index Fund	365.78M	-3.87	2.32	-
AMP Capital Responsible Investment	35.81M	-3.90	3.20	9.43
Nikko AM Core Equity Fund	25.13M	-4.70	2.56	8.84

Top Holdings

Name	ISIN	Weight %	Last	Change %
Fisher&Paykel Healthcare	NZFAPE0001S2	12.34	30.36	-0.59%
Infratil	NZIFTE0003S3	8.16	9.40	-1.36%
Auckland Airport	NZAIAE0002S6	7.56	8.10	+0.50%
Contact Energy Ltd	NZCENE0001S6	6.81	8.09	-2.41%
Spark New Zealand	NZTELE0001S4	5.45	1.86	-1.59%

Technical Summary

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

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