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Palmyra Bci Balanced Fund B (0P0000X8HX)

Johannesburg

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2.738 -0.001 -0.04%

23/06 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Cadiz Collective Investments

ISIN: ZAE000171211

Asset Class: Equity

Morningstar Rating:
Total Assets: 595.17M

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0P0000X8HX Holdings

Comprehensive information about top holdings and Key Holding Information for the Cadiz Balanced Fund B (0P0000X8HX) fund. Our Cadiz Balanced Fund B 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	14.020	16.170	2.150
Shares	50.180	50.180	0.000
Bonds	24.410	24.410	0.000
Other	11.380	11.380	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.909	12.838
Price to Book	1.678	2.056
Price to Sales	1.304	1.623
Price to Cash Flow	9.098	8.899
Dividend Yield	3.585	3.577
5 Years Earnings Growth	9.010	10.560

Sector Allocation

Name	Net %	Category Average
Financial Services	30.210	22.248
Consumer Cyclical	16.840	13.688
Basic Materials	15.200	11.329
Communication Services	10.520	12.195
Real Estate	8.970	9.086
Consumer Defensive	5.950	9.347
Technology	5.240	10.394
Industrials	3.570	7.389
Healthcare	2.570	6.441
Energy	0.930	3.242

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 85

Number of short holdings: 12

Name	ISIN	Weight %	Last	Change %
The Palmyra International Fund Class C	GG00BK5Z0J84	10.65	-	-
The Accorn Internatcusd	-	10.10	-	-
Cadiz BCI Enhanced Income Fund C	ZAE000196390	6.44	1.037	+0.09%
Warwick BCI Property Fund C	ZAE000199485	5.30	0.714	-1.23%
Naspers Ltd	ZAE000015889	2.91	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	2.50	97.96	0.00%
Prosus	NL0013654783	2.46	48.01	+0.81%
Gold Fields	ZAE000018123	2.38	41,445	-7.29%
FirstRand Ltd	ZAE000066304	2.28	7,363	+3.41%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.16	-	-

Top Equity Funds by Palmyra Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Cadiz Equity Fund A	668.07M	4.05	6.44	4.20
Cadiz Equity Fund B	668.07M	4.23	6.92	4.82
Cadiz Balanced Fund A	595.17M	4.81	10.52	6.14
Cadiz Stable Fund A	548.07M	4.52	8.92	6.91
Cadiz Stable Fund B	548.07M	4.70	9.42	7.41

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Recent Quotes

Name	Price	Chg.	Chg. %
Cadiz Balanced Fu.	2.738	-0.001	-0.04%
Tilney Growth Por.	1.321	0.000	0.00%
MFS Diversified I.	12.260	+0.050	+0.41%