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Milford Balanced Fund (0P0000OMN3)

New Zealand

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3.780 +0.010 +0.25%

- Closed. Currency in NZD

Morningstar Rating:
Total Assets: 2.77B

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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Technical Chart

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Rating

1-Year Change3.72%

Prev. Close3.771

Risk Rating

TTM Yield0%

ROE20.19%

IssuerMilford Funds Limited

Turnover70.06%

ROA9.51%

Inception DateApr 01, 2010

Total Assets2.77B

ExpensesN/A

Min. Investment10,000

Market Cap92.27B

CategoryMultisector - Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	1021	1042	1255	1307	2077
Fund Return	1.37%	2.09%	4.17%	7.87%	5.5%	7.58%
Place in category	70	72	69	55	24	4
% in Category	92	95	95	81	42	9

Top Equity Funds by Milford Funds Limited

Name	Total Assets	YTD%	3Y%	10Y%
Milford Diversified Income	3.71B	1.80	6.82	6.06
Milford KiwiSaver Balanced	2.64B	1.91	8.23	7.79
Milford Dynamic Fund	967.02M	-10.30	7.73	9.97

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	4.9B	3.78	10.58	7.09
ANZ KiwiSaver Balanced	3.86B	4.36	7.68	5.71
Milford KiwiSaver Balanced	2.64B	1.91	8.23	7.79
Westpac KiwiSaver Balanced Fund	2.44B	4.36	10.43	6.85
ASB Investment Funds Balanced Fund	1.18B	3.56	10.17	6.59

Top Holdings

Name	ISIN	Weight %	Last	Change %
New Zealand (Government Of) 4.5%	NZGOVDT535C1	1.95	-	-
Microsoft	-	1.52	499.70	-2.04%
Amazon.com	-	1.49	258.51	-0.15%
New Zealand Local Government Funding Agency Ltd 3.5%	NZLGFDT009C0	1.40	-	-
Contact Energy Ltd	NZCENE0001S6	1.18	7.09	-1.66%

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	3.780	+0.010	+0.25%
KBC-Life Comfort .	1,425.000	+1.410	+0.10%
083930	11,330	0	0.00%
PRSO	5.33	-0.12	-2.20%
Bper Banca SpA ZT.	1,008.300	+0.500	+0.05%
XIAO	2.28	+0.07	+3.17%
OPENl/TRY	6.130	+0.125	+2.08%
Innovator Growth .	33.96	+0.02	+0.06%