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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1034 | 1092 | 1145 | 1440 | 2305 |
Fund Return | 4.42% | 3.35% | 9.15% | 4.63% | 7.56% | 8.71% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.66B | 2.32 | 3.11 | 7.49 | ||
Milford Balanced | 1.71B | 4.25 | 4.61 | 8.49 | ||
Milford Dynamic Fund | 722.6M | 5.44 | 5.32 | 11.61 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ASB KiwiSaver Schemes Balanced | 3.5B | 5.49 | 3.63 | 7.21 | ||
ANZ KiwiSaver Balanced | 3.5B | 0.49 | 0.65 | 5.85 | ||
Westpac KiwiSaver Balanced Fund | 2.13B | 3.03 | 1.42 | 6.41 | ||
Milford Balanced | 1.71B | 4.25 | 4.61 | 8.49 | ||
OneAnswer KiwiSaver Balanced | 656.42M | 0.49 | 0.64 | 5.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
New Zealand NZILB 2 20-Sep-2025 | NZIIBDT002C2 | 2.64 | 131.618 | +0.00% | |
Contact Energy Ltd | NZCENE0001S6 | 1.72 | 7.99 | -0.75% | |
HCA | US40412C1018 | 1.44 | 326.55 | +1.45% | |
Spark New Zealand | NZTELE0001S4 | 1.42 | 3.96 | -0.25% | |
Shell | GB00BP6MXD84 | 1.35 | 34.44 | +0.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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