Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.720 | 11.970 | 5.250 |
Stocks | 28.250 | 28.280 | 0.030 |
Bonds | 62.360 | 62.740 | 0.380 |
Convertible | 1.870 | 1.870 | 0.000 |
Preferred | 0.820 | 0.820 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.201 | 17.891 |
Price to Book | 1.645 | 1.912 |
Price to Sales | 1.790 | 2.028 |
Price to Cash Flow | 8.090 | 11.034 |
Dividend Yield | 4.350 | 2.672 |
5 Years Earnings Growth | 9.271 | 10.359 |
Name | Net % | Category Average |
---|---|---|
Utilities | 29.580 | 9.728 |
Real Estate | 19.070 | 10.448 |
Industrials | 13.770 | 11.893 |
Energy | 12.220 | 2.414 |
Communication Services | 11.980 | 7.278 |
Financial Services | 5.360 | 11.322 |
Healthcare | 4.640 | 15.480 |
Consumer Defensive | 3.380 | 5.083 |
Number of long holdings: 311
Number of short holdings: 58
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
New Zealand NZILB 2 20-Sep-2025 | NZIIBDT002C2 | 6.00 | 131.873 | +0.02% | |
Contact Energy Ltd | NZCENE0001S6 | 2.26 | 8.60 | -2.38% | |
Spark New Zealand | NZTELE0001S4 | 1.89 | 3.78 | +0.53% | |
Goodman Group | AU000000GMG2 | 1.59 | 35.310 | +0.66% | |
ANZ Group Holdings Ltd. 4.95% | AU3CB0306348 | 1.56 | - | - | |
Telstra Group | AU000000TLS2 | 1.47 | 3.560 | +0.28% | |
Westpac Banking Corp. 5% | AU3CB0305860 | 1.35 | - | - | |
Scentre Group Trust 2 5.125% | - | 1.21 | - | - | |
Infratil | NZIFTE0003S3 | 1.08 | 10.35 | -2.45% | |
Getlink | FR0010533075 | 1.01 | 16.49 | -0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Balanced | 1.7B | 4.25 | 4.61 | 8.49 | ||
Milford KiwiSaver Balanced | 1.43B | 4.42 | 4.63 | 8.71 | ||
Milford Dynamic Fund | 718.59M | 5.44 | 5.32 | 11.61 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review