Breaking News
Get 45% Off 0
🚀 Get a powerful boost to your portfolio: June's freshest AI-picked stocks
Unlock Stocks
Close

Bridge Balanced Fund A (0P0000VK0V)

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
 
Bridge Balanced Fund A historical data, for real-time data please try another search
1.393 -0.003    -0.24%
04/06 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000163432 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 85.17M
Bridge Balanced Fund A 1.393 -0.003 -0.24%

0P0000VK0V Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Bridge Balanced Fund A (0P0000VK0V) fund. Our Bridge Balanced Fund A 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 2.210 2.230 0.020
Shares 89.640 89.640 0.000
Bonds 8.140 8.140 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.044 12.166
Price to Book 1.128 1.870
Price to Sales 1.154 1.341
Price to Cash Flow 9.518 8.503
Dividend Yield 4.958 3.576
5 Years Earnings Growth 8.692 10.394

Sector Allocation

Name  Net % Category Average
Financial Services 24.940 22.708
Real Estate 23.080 8.322
Consumer Defensive 12.250 9.190
Healthcare 11.570 6.744
Consumer Cyclical 9.470 12.666
Industrials 6.740 5.839
Communication Services 6.160 11.679
Basic Materials 2.950 13.907
Technology 1.240 8.542
Energy 1.030 2.215
Utilities 0.570 1.012

Region Allocation

  • North America
  • Europe Developed
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 0

Name ISIN Weight % Last Change %
Bridge Global Managed Growth A USD IE00BW38RC53 19.09 - -
Fairvest Property Holdings Ltd ZAE000203808 3.61 - -
  Reunert ZAE000057428 3.10 5,908 -1.12%
  Investec GB00B17BBQ50 2.85 527.50 -0.47%
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5% ZAG000016320 2.83 - -
  ZAGOVT 8 31-Jan-2030 ZAG000106998 2.80 97.53 +0.15%
  Safari Investments RSA Ltd ZAE000188280 2.76 719 0.00%
  Foschini Group ZAE000148466 2.76 13,346 -0.69%
Mondi PLC GB00B1CRLC47 2.64 - -
  Mr Price ZAE000200457 2.59 23,978 -0.63%

Top Equity Funds by Bridge Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Bridge Managed Growth Fund A 1.04B -0.05 8.78 3.96
  Bridge Managed Growth Fund C 1.04B -2.81 7.68 4.20
  Bridge Global Managed Growth Feed A 434.74M 5.78 8.97 9.23
  Bridge Global Managed Growth Feed C 434.74M 3.07 9.28 9.29
  Bridge Equity Income Growth Fund A 432.16M 1.22 9.90 3.64
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.

0P0000VK0V Comments

Write your thoughts about Bridge Balanced Fund A
 
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