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Citadel Balanced H4 Fund B1 (0P0000SXOY)

Johannesburg

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23.957 +0.140 +0.60%

23/12 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: H4 Collective Investments (RF) (Pty)Ltd

ISIN: ZAE000155370

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.15B

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0P0000SXOY Overview

Find basic information about the Citadel Balanced H4 Fund B1 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000SXOY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change6.44%

Prev. Close23.814

Risk Rating

TTM Yield3.20%

ROE19.54%

IssuerH4 Collective Investments (RF) (Pty)Ltd

TurnoverN/A

ROA7.14%

Inception DateApr 01, 2011

Total Assets2.15B

Expenses1.55%

Min. InvestmentN/A

Market Cap891.25B

CategoryZAR/NAD Aggressive Allocation

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Citadel Balanced H4 Fund B1 Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1086	1020	1088	1329	1573	2000
Fund Return	8.6%	1.96%	8.82%	9.95%	9.48%	7.18%
Place in category	588	612	596	199	330	136
% in Category	96	95	97	35	74	65

Top Equity Funds by H4 Collective Investments (RF) (Pty)Ltd

Name	Total Assets	YTD%	3Y%	10Y%
H4 Diversified Fund B1	7.7B	11.79	9.79	8.60
H4 Growth Fund B1	4.88B	12.60	10.16	8.54
H4 Stable Fund B1	3.78B	12.28	9.56	-
H4 Worldwide Equity Fund B1	3.3B	13.88	10.65	10.01
Citadel SA Multi-Factor Eq H4 B1	1.25B	11.55	9.19	-

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund X	198.77B	11.30	12.78	-
Allan Gray Balanced Fund A	198.77B	10.26	11.50	8.69
Allan Gray Balanced Fund C	198.77B	10.43	11.68	8.87
Coronation Balanced Plus Fund A	122.38B	14.72	9.97	8.35
Coronation Balanced Plus Fund P	122.38B	15.21	10.48	8.84

Top Holdings

Name	ISIN	Weight %	Last	Change %
Citadel SA Multi-Factor Equity H4 B2	-	17.11	-	-
Citadel SA Bond H4 B2	-	7.30	-	-
JPM USD Standard Mny mkt VNAV C (acc.)	LU0088277610	7.13	-	-
Vanguard USD Treasury Bond UCITS USD Accumulation	IE00BGYWFS63	7.07	23.00	0.00%
Peregrine US Bond Dollar	GG00BD72S838	5.36	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Strong Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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