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Generate Kiwisaver Moderate Fund (0P00012M3A)

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1.845 -0.003    -0.14%
07/11 - Closed. Currency in NZD
Type:  Fund
Market:  New Zealand
Issuer:  Generate Investment Management Limited
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 647.57M
Generate KiwiSaver Conservative Fund 1.845 -0.003 -0.14%

0P00012M3A Overview

 
Find basic information about the Generate Kiwisaver Moderate 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 0P00012M3A MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change14.13%
Prev. Close1.847
Risk Rating
TTM Yield0%
ROE20.60%
IssuerGenerate Investment Management Limited
TurnoverN/A
ROA8.41%
Inception DateApr 16, 2013
Total Assets647.57M
Expenses1.26%
Min. InvestmentN/A
Market Cap37.88B
CategoryMultisector - Moderate
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1095 1014 1164 1137 1255 1786
Fund Return 9.47% 1.4% 16.44% 4.38% 4.65% 5.97%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Generate Investment Management Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Generate KiwiSaver Focused Growth F 3.51B 18.84 6.59 10.09
  Generate KiwiSaver Growth Fund 1.82B 15.74 5.74 9.30

Top Funds for Multisector - Moderate Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  ASB KiwiSaver Schemes Moderate 2.81B 8.76 2.87 5.29
  Milford Diversified Income 2.78B 8.07 4.10 7.20
  ANZ KiwiSaver Conservative Balanced 1.68B 5.22 1.08 4.73
  ASB Investment Funds Moderate Fund 749M 8.46 2.41 4.76
  ANZ Investment Funds Conservative B 443.78M 5.18 1.04 4.56

Top Holdings

Name ISIN Weight % Last Change %
  Infratil NZIFTE0003S3 2.28 11.30 -0.88%
  Contact Energy Ltd NZCENE0001S6 1.86 7.25 0.00%
  Spark New Zealand NZTELE0001S4 1.82 2.74 +2.24%
  Fisher&Paykel Healthcare NZFAPE0001S2 1.61 34.17 +2.86%
Housing New Zealand Limited NZHNZD0935L6 1.56 - -

Technical Summary

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