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Westpac Kiwisaver Balanced Fund (0P0000HL53)

New Zealand

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2.603 +0.003 +0.10%

07/03 - Delayed Data. Currency in NZD

Morningstar Rating:
Total Assets: 2.23B

Type: Fund

Market: New Zealand

Issuer: BT Funds Management (NZ)

Asset Class: Equity

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0P0000HL53 Overview

Find basic information about the Westpac Kiwisaver 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 0P0000HL53 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 Change8.44%

Prev. Close2.601

Risk Rating

TTM Yield0%

ROE2.78%

IssuerBT Funds Management (NZ)

TurnoverN/A

ROA0.91%

Inception DateOct 01, 2007

Total Assets2.23B

Expenses0.84%

Min. InvestmentN/A

Market Cap5.33B

CategoryMultisector - Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1014	1034	1135	1165	1295	1873
Fund Return	1.4%	3.43%	13.5%	5.23%	5.31%	6.48%
Place in category	17	39	36	35	25	15
% in Category	22	52	48	50	44	38

Top Equity Funds by BT Funds Management (NZ)

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westpac KiwiSaver Growth Fund		3.34B	1.73	6.33	7.70

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	4.11B	1.07	6.09	6.90
ANZ KiwiSaver Balanced	3.62B	1.39	2.89	5.52
Milford Balanced	2.06B	1.91	6.35	8.14
Milford KiwiSaver Balanced	1.75B	2.07	6.36	8.34
ASB Investment Funds Balanced Fund	706.78M	1.04	5.65	6.38

Top Holdings

Name	ISIN	Weight %	Last	Change %
Westpac Inst MM Intl Share 50%Hdgd	-	38.50	-	-
Westpac Inst Intl Fixed Income	-	21.89	-	-
BT Inst Strategy Share	-	16.79	-	-
Westpac Inst NZ Bonds 2002	-	13.86	-	-
Westpac Wholesale International Prpty Tr	-	3.33	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westpac KiwiSaver.	2.603	+0.003	+0.10%