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Palmyra Bci Balanced Fund A (0P0000IRA9)

Johannesburg

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2.701 -0.001 -0.04%

29/05 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Cadiz Collective Investments

ISIN: ZAE000078366

Asset Class: Equity

Morningstar Rating:
Total Assets: 572.03M

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0P0000IRA9 Holdings

Comprehensive information about top holdings and Key Holding Information for the Cadiz Balanced Fund A (0P0000IRA9) fund. Our Cadiz Balanced Fund A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	14.310	15.370	1.060
Shares	52.010	52.010	0.000
Bonds	21.950	21.950	0.000
Other	11.730	11.730	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.996	12.824
Price to Book	1.624	2.054
Price to Sales	1.319	1.620
Price to Cash Flow	9.492	8.864
Dividend Yield	3.683	3.571
5 Years Earnings Growth	9.793	10.563

Sector Allocation

Name	Net %	Category Average
Financial Services	28.320	22.198
Basic Materials	14.910	11.788
Consumer Cyclical	13.990	13.820
Communication Services	12.080	12.185
Real Estate	11.250	9.252
Consumer Defensive	7.430	9.325
Technology	5.030	10.302
Industrials	3.480	7.380
Healthcare	2.650	6.447
Energy	0.860	3.333

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 84

Number of short holdings: 12

Name	ISIN	Weight %	Last	Change %
The Palmyra International Fund Class C	GG00BK5Z0J84	10.21	-	-
The Accorn Internatcusd	-	10.13	-	-
Warwick BCI Property Fund C	ZAE000199485	6.72	0.712	+0.84%
Cadiz BCI Enhanced Income Fund C	ZAE000196390	5.53	1.029	0.02%
Prosus	NL0013654783	3.30	45.20	-1.14%
FirstRand Ltd	ZAE000066304	2.29	7,451	-1.14%
Gold Fields	ZAE000018123	2.28	40,536	-1.60%
South Africa 8.875 28-Feb-2035	ZAG000125972	2.20	92.158	+0.20%
Standard Bank Grp	ZAE000109815	2.13	23,324	-0.79%
Naspers Ltd	ZAE000015889	1.97	-	-

Top Equity Funds by Palmyra Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Cadiz Equity Fund A	616.64M	0.61	4.89	3.61
Cadiz Equity Fund B	616.64M	0.74	5.36	4.23
Cadiz Balanced Fund B	572.03M	2.95	10.80	6.46
Cadiz Stable Fund A	544.76M	2.58	8.59	6.69
Cadiz Stable Fund B	544.76M	2.72	9.09	7.19

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Recent Quotes

Name	Price	Chg.	Chg. %
Cadiz Balanced Fu.	2.701	-0.001	-0.04%
Vanguard Inflatio.	9.45	+0.03	+0.32%
ClearBridge All C.	53.39	+0.00	+0.00%