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Citadel Balanced H4 Fund B1 (0P0000SXOY)

Johannesburg

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22.791 -0.150 -0.67%

25/04 - Closed. Currency in ZAR ( Disclaimer )

Type: Fund

Market: South Africa

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

ISIN: ZAE000155370

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.01B

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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 Change6.6%

Prev. Close22.946

Risk Rating

TTM Yield2.52%

ROE21.24%

IssuerH4 Collective Investments (RF) (Pty)Ltd

TurnoverN/A

ROA7.67%

Inception DateApr 01, 2011

Total Assets2.01B

Expenses1.59%

Min. InvestmentN/A

Market Cap873.61B

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 3

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

	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1023	1023	1123	1382	1549	1965
Fund Return	2.29%	2.29%	12.31%	11.39%	9.15%	6.99%
Place in category	201	201	125	57	173	114
% in Category	33	33	22	11	39	58

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

Name	Total Assets	YTD%	3Y%	10Y%
H4 Diversified Fund B1	5.6B	2.00	10.64	7.98
H4 Growth Fund B1	4.16B	5.75	12.86	8.17
H4 Stable Fund B1	3.3B	12.60	9.89	-
H4 Worldwide Equity Fund B1	2.89B	22.25	13.84	9.19
Citadel Global Equity H4 Fund of B1	1.09B	11.91	14.87	12.69

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund A	185.63B	1.69	11.06	8.33
Allan Gray Balanced Fund C	185.63B	-0.07	11.22	8.48
Allan Gray Balanced Fund X	185.63B	12.10	14.88	-
Coronation Balanced Plus Fund D	111.22B	3.05	9.29	8.24
Coronation Balanced Plus Fund A	111.22B	2.98	8.98	7.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
Citadel SA Multi-Factor Equity H4 B2	-	15.73	-	-
JPM USD Standard Mny mkt VNAV C (acc.)	LU0088277610	12.38	-	-
Citadel SA Bond H4 B2	-	10.17	-	-
Vanguard USD Treasury Bond UCITS USD Accumulation	IE00BGYWFS63	7.66	22.50	0.00%
REPUBLIC OF SOUTH AFRICA 31/01/45 8.75%	ZAG000106972	7.10	-	-

Technical Summary

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

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