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Milford Balanced Fund (0P0000OMN3)

New Zealand

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3.360 -0.010 -0.39%

31/10 - Closed. Currency in NZD

Morningstar Rating:
Total Assets: 1.94B

Type: Fund

Market: New Zealand

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. (ISIN: )

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Rating

1-Year Change14.58%

Prev. Close3.373

Risk Rating

TTM Yield0%

ROE14.92%

IssuerN/A

Turnover70.06%

ROA6.24%

Inception DateApr 01, 2010

Total Assets1.94B

ExpensesN/A

Min. Investment10,000

Market Cap32.08B

CategoryMultisector - Balanced

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1083	1033	1135	1144	1401	2217
Fund Return	8.31%	3.26%	13.47%	4.57%	6.98%	8.29%
Place in category	58	61	68	8	6	2
% in Category	79	82	92	12	10	3

Top Equity Funds by Milford Funds Limited

Name	Total Assets	YTD%	3Y%	10Y%
Milford Diversified Income	2.78B	8.45	3.90	7.49
Milford KiwiSaver Balanced	1.62B	8.57	4.61	8.49
Milford Dynamic Fund	757.34M	11.22	4.87	11.75

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	3.81B	11.11	4.19	7.07
ANZ KiwiSaver Balanced	3.63B	6.61	1.84	5.99
Westpac KiwiSaver Balanced Fund	2.23B	10.95	3.29	6.69
Milford KiwiSaver Balanced	1.62B	8.57	4.61	8.49
ASB Investment Funds Balanced Fund	645.06M	10.80	3.75	6.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Contact Energy Ltd	NZCENE0001S6	2.01	7.62	-4.27%
Shell	GB00BP6MXD84	1.71	31.14	+1.04%
Spark New Zealand	NZTELE0001S4	1.48	2.64	-0.38%
Infratil	NZIFTE0003S3	1.46	11.61	+0.96%
Telstra Group	AU000000TLS2	1.42	3.820	0.00%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Milford Balanced	3.360	-0.010	-0.39%
	BPI Equity Fund	161.830	-3.060	-1.86%