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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.340 | 6.530 | 1.190 |
Stocks | 89.990 | 89.990 | 0.000 |
Bonds | 1.720 | 1.720 | 0.000 |
Preferred | 0.170 | 0.170 | 0.000 |
Other | 2.770 | 3.040 | 0.270 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.126 | 18.526 |
Price to Book | 2.334 | 2.317 |
Price to Sales | 2.160 | 1.974 |
Price to Cash Flow | 10.919 | 11.069 |
Dividend Yield | 2.053 | 2.226 |
5 Years Earnings Growth | 10.611 | 10.953 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.680 | 16.487 |
Technology | 14.970 | 16.140 |
Utilities | 10.750 | 7.433 |
Financial Services | 10.740 | 11.437 |
Consumer Cyclical | 10.260 | 10.923 |
Communication Services | 9.040 | 8.450 |
Industrials | 8.660 | 10.863 |
Real Estate | 5.500 | 6.100 |
Consumer Defensive | 3.580 | 5.163 |
Energy | 3.290 | 2.963 |
Basic Materials | 2.540 | 4.037 |
Number of long holdings: 247
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Global Equity Fund | AU60ETL00717 | 6.87 | 1.961 | +0.86% | |
Infratil | NZIFTE0003S3 | 3.81 | 10.22 | +1.09% | |
Te Ahumairangi Global Equity Fund | - | 2.87 | - | - | |
Microsoft | US5949181045 | 2.83 | 450.46 | -0.11% | |
Spark New Zealand | NZTELE0001S4 | 2.70 | 3.77 | +1.62% | |
Berkshire Hathaway B | US0846707026 | 2.65 | 407.73 | -0.79% | |
Contact Energy Ltd | NZCENE0001S6 | 2.61 | 8.34 | +1.09% | |
Worldwide Healthcare | GB00BN455J50 | 2.50 | 359.7 | -0.08% | |
UnitedHealth | US91324P1021 | 1.94 | 483.40 | -0.23% | |
Alphabet A | US02079K3059 | 1.92 | 184.09 | +0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Generate KiwiSaver Growth Fund | 1.62B | 7.45 | 4.35 | 9.07 | ||
Generate KiwiSaver Conservative Fun | 599.14M | 3.27 | 2.67 | 5.62 |
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