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Milford Balanced Fund (0P0000OMN3)

New Zealand

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3.357 +0.010 +0.28%

19/09 - Closed. Currency in NZD ( Disclaimer )

Type: Fund

Market: New Zealand

Issuer: Milford Funds Limited

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.91B

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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.

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Technical Chart

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Rating

1-Year Change12.96%

Prev. Close3.347

Risk Rating

TTM Yield0%

ROE15.15%

IssuerMilford Funds Limited

Turnover70.06%

ROA6.40%

Inception DateApr 01, 2010

Total Assets1.91B

ExpensesN/A

Min. Investment10,000

Market Cap32.21B

CategoryMultisector - Balanced

What is your sentiment on Milford Balanced?

Market is currently closed. Voting is open during market hours.

Performance

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1076	1029	1110	1126	1401	2229
Fund Return	7.61%	2.93%	11.04%	4.05%	6.98%	8.34%
Place in category	57	71	60	6	7	2
% in Category	76	95	80	8	11	3

Top Equity Funds by Milford Funds Limited

Name	Total Assets	YTD%	3Y%	10Y%
Milford Diversified Income	2.77B	7.21	3.53	7.43
Milford KiwiSaver Balanced	1.59B	8.27	4.21	8.59
Milford Dynamic Fund	735.77M	7.43	3.21	11.00

Top Funds for Multisector - Balanced Category

Name	Total Assets	YTD%	3Y%	10Y%
ASB KiwiSaver Schemes Balanced	3.74B	9.75	3.21	7.01
ANZ KiwiSaver Balanced	3.66B	5.50	0.87	5.87
Westpac KiwiSaver Balanced Fund	2.24B	9.79	2.45	6.68
Milford KiwiSaver Balanced	1.59B	8.27	4.21	8.59
ASB Investment Funds Balanced Fund	633.55M	9.48	2.77	6.48

Top Holdings

Name	ISIN	Weight %	Last	Change %
New Zealand NZILB 2 20-Sep-2025	NZIIBDT002C2	2.63	132.852	-0.01%
Contact Energy Ltd	NZCENE0001S6	2.00	7.53	+3.29%
Shell	GB00BP6MXD84	1.73	30.80	-1.22%
Spark New Zealand	NZTELE0001S4	1.46	3.01	-0.33%
HCA	US40412C1018	1.44	404.66	+0.28%

Technical Summary

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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Milford Balanced	3.357	+0.010	+0.28%