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Westpac Kiwisaver Balanced Fund (0P0000HL53)

New Zealand

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2.629 +0.010 +0.49%

17/01 - Delayed Data. Currency in NZD

Morningstar Rating:
Total Assets: 2.26B

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 Change12.85%

Prev. Close2.616

Risk Rating

TTM Yield0%

ROE2.78%

IssuerBT Funds Management (NZ)

TurnoverN/A

ROA0.91%

Inception DateOct 01, 2007

Total Assets2.26B

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	1129	1018	1129	1103	1290	1887
Fund Return	12.95%	1.8%	12.95%	3.33%	5.23%	6.56%
Place in category	-	-	-	-	-	-
% in Category	-	-	-	-	-	-

Top Equity Funds by BT Funds Management (NZ)

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Westpac KiwiSaver Growth Fund		3.43B	16.15	3.89	7.77

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	3.99B	14.79	4.53	7.17
ANZ KiwiSaver Balanced	3.68B	7.35	1.15	5.66
Milford Balanced	2.03B	10.78	4.32	8.14
Milford KiwiSaver Balanced	1.71B	11.13	4.41	8.32
ASB Investment Funds Balanced Fund	693.42M	14.38	4.09	6.65

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	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Westpac KiwiSaver.	2.629	+0.010	+0.49%