Breaking News
Get 45% Off 0
⚖ What's the current risk profile of the stocks in my watchlist? (Yes, you can ask that.)
Chat with WarrenAI
Close

4d Bci Moderate Fund Of Funds S1 (0P0000XPXE)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.522 +0.008    +0.33%
05/06 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000173985 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 552.59M
4D BCI Moderate Fund of Funds S1 2.522 +0.008 +0.33%

0P0000XPXE Holdings

 
Comprehensive information about top holdings and Key Holding Information for the 4D BCI Moderate Fund of Funds S1 (0P0000XPXE) fund. Our 4D BCI Moderate Fund of Funds S1 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 5.570 10.160 4.590
Shares 59.880 59.950 0.070
Bonds 28.850 29.630 0.780
Convertible 0.170 0.170 0.000
Other 5.530 5.540 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 11.521 12.328
Price to Book 1.657 1.789
Price to Sales 1.195 1.371
Price to Cash Flow 8.704 8.705
Dividend Yield 3.473 3.601
5 Years Earnings Growth 8.718 10.412

Sector Allocation

Name  Net % Category Average
Financial Services 25.870 22.955
Consumer Cyclical 15.130 12.203
Basic Materials 12.690 12.651
Consumer Defensive 9.470 9.397
Communication Services 9.150 11.269
Technology 8.500 9.533
Industrials 6.230 5.681
Healthcare 5.380 6.150
Real Estate 4.750 8.225
Utilities 1.470 1.127
Energy 1.340 2.084

Region Allocation

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

Top Holdings

Number of long holdings: 12

Number of short holdings: 6

Name ISIN Weight % Last Change %
PortfolioMetrix BCI Dynamic Income B ZAE000294690 11.18 - -
36ONE BCI SA Equity C1 ZAE000229258 10.63 - -
  Satrix Balanced Index Fund A1 ZAE000181517 10.13 19.293 +0.03%
  Prescient Balanced Fund A2 ZAE000191458 10.05 1.615 +0.32%
  Nedgroup Investments Opportunity Fund B2 ZAE000172920 9.93 76.229 +0.25%
  Coronation Balanced Plus Fund P ZAE000165205 9.89 175.576 +0.09%
  Investec Opportunity Fund G ZAE000183158 9.83 18.488 +0.23%
  4D BCI Flexible Fund A ZAE000159588 9.52 1.856 +0.27%
  Old Mutual Global Equity Fund B1 ZAE000171153 8.50 73.171 -0.20%
  Satrix Alsi Index Fund B1 ZAE000181723 5.19 28.342 +0.79%

Top Equity Funds by 4D Wealth Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  PortfolioMetrix BCI Global Eq B1 8.96B -1.47 13.51 12.65
  PortfolioMetrix BCI Global Eq B2 8.96B -1.53 13.06 12.16
  Investec Wealth Investmen BCI Bal H 10.21B 0.61 9.96 -
  36ONE BCI Equity A 9.4B 4.92 9.45 10.15
  36ONE BCI Equity B 9.4B 5.42 11.34 12.32
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000XPXE Comments

Write your thoughts about 4d Bci Moderate Fund Of Funds S1
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email