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North Index Balanced (0P000078RG)

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0.898 +0.002    +0.18%
05/11 - Delayed Data. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  AMP Group
ISIN:  AU60NMM01131 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.07B
North Index Balanced 0.898 +0.002 +0.18%

0P000078RG Holdings

 
Comprehensive information about top holdings and Key Holding Information for the North Index Balanced (0P000078RG) fund. Our North Index Balanced portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 77.120 77.120 0.000
Bonds 25.030 25.030 0.000
Convertible 0.010 0.010 0.000
Other 0.060 0.060 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.869 16.760
Price to Book 2.337 2.090
Price to Sales 2.193 2.117
Price to Cash Flow 10.593 9.848
Dividend Yield 3.143 3.176
5 Years Earnings Growth 9.211 9.815

Sector Allocation

Name  Net % Category Average
Financial Services 19.880 19.050
Technology 15.290 13.834
Real Estate 9.920 9.221
Basic Materials 9.860 9.348
Healthcare 9.660 10.128
Industrials 8.300 9.266
Consumer Cyclical 8.250 8.731
Communication Services 5.600 6.424
Energy 4.720 5.096
Consumer Defensive 4.580 5.063
Utilities 3.950 4.065

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 7,612

Number of short holdings: 147

Name ISIN Weight % Last Change %
  BHP Group Ltd AU000000BHP4 2.81 42.550 -0.12%
  Commonwealth Bank Australia AU000000CBA7 2.75 145.130 -0.23%
  CSL AU000000CSL8 1.85 284.36 -0.48%
  Microsoft US5949181045 1.75 420.18 +2.12%
  NVIDIA US67066G1040 1.71 145.61 +4.07%
  Apple US0378331005 1.71 222.72 -0.33%
  National Australia Bank AU000000NAB4 1.46 38.170 -2.75%
  Goodman Group AU000000GMG2 1.45 35.430 -2.18%
  Westpac Banking AU000000WBC1 1.23 31.410 -2.63%
  ANZ Holdings AU000000ANZ3 1.10 31.595 +1.04%

Top Equity Funds by AMP Group

  Name Rating Total Assets YTD% 3Y% 10Y%
  Ipac Select Index Balanced 5.07B 11.21 5.47 7.60
  North Index Growth 3.07B 12.97 6.78 8.80
  Ipac Select Index Growth 3.07B 12.97 6.78 8.80
  AMP Capital Specialist Internation 2.76B 18.18 8.22 11.58
  AMP Specialist International Share 2.76B 18.09 9.85 12.00
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