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Milford Balanced Fund (0P0000OMN3)

New Zealand

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3.418 -0.004 -0.13%

27/12 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 2.01B

Type: Fund

Market: New Zealand

Issuer: Milford Funds Limited

Asset Class: Equity

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0P0000OMN3 Overview

Find basic information about the Milford Balanced 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 0P0000OMN3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change10.75%

Prev. Close3.422

Risk Rating

TTM Yield0%

ROE14.81%

IssuerMilford Funds Limited

Turnover70.06%

ROA5.76%

Inception DateApr 01, 2010

Total Assets2.01B

ExpensesN/A

Min. Investment10,000

Market Cap37.29B

CategoryMultisector - Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1115	1036	1150	1174	1417	2221
Fund Return	11.47%	3.59%	15.03%	5.5%	7.22%	8.31%
Place in category	49	39	50	6	7	2
% in Category	70	56	72	8	12	3

Top Equity Funds by Milford Funds Limited

Name	Total Assets	YTD%	3Y%	10Y%
Milford Diversified Income	2.84B	9.51	4.78	7.25
Milford KiwiSaver Balanced	1.69B	12.02	5.61	8.51
Milford Dynamic Fund	766M	15.82	6.01	12.07

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	3.96B	14.53	5.13	7.16
ANZ KiwiSaver Balanced	3.67B	8.56	2.40	5.84
Westpac KiwiSaver Balanced Fund	2.27B	13.16	4.21	6.66
Milford KiwiSaver Balanced	1.69B	12.02	5.61	8.51
ASB Investment Funds Balanced Fund	682.85M	14.15	4.69	6.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Contact Energy Ltd	NZCENE0001S6	1.85	8.72	+5.44%
Coca-Cola European	GB00BDCPN049	1.35	76.52	+0.05%
Microsoft	US5949181045	1.35	425.50	-1.17%
CRH	IE0001827041	1.32	7,394.0	-1.20%
Royal Dutch Shell A DRC	ARDEUT112547	1.29	36,700.00	+0.27%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Milford Balanced	3.418	-0.004	-0.13%