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Discovery Target Retirement 2030 Fund A (0P0000IR2D)

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2.601 +0.003    +0.10%
29/08 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000107637 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.6B
Discovery Target Retirement 2030 Fund A 2.601 +0.003 +0.10%

0P0000IR2D Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Discovery Target Retirement 2030 Fund A (0P0000IR2D) fund. Our Discovery Target Retirement 2030 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 2.080 8.340 6.260
Shares 66.050 66.050 0.000
Bonds 30.660 30.920 0.260
Other 1.210 1.240 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.363 15.331
Price to Book 2.184 2.137
Price to Sales 1.842 1.592
Price to Cash Flow 8.902 8.802
Dividend Yield 2.651 2.574
5 Years Earnings Growth 10.014 12.233

Sector Allocation

Name  Net % Category Average
Financial Services 25.660 16.785
Consumer Cyclical 17.800 12.853
Basic Materials 14.940 6.111
Technology 10.700 17.784
Communication Services 9.360 7.959
Industrials 5.880 12.429
Consumer Defensive 4.970 6.685
Real Estate 4.960 2.746
Healthcare 3.480 11.032
Energy 1.160 5.514
Utilities 1.090 3.887

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 63

Number of short holdings: 1

Name ISIN Weight % Last Change %
Ninety One GSF Glb Equity I Acc USD LU0440695715 17.82 - -
Investec Global Balanced (SA) I Grs USD GG00BJ38BS84 13.85 - -
  Investec Corporate Bond Fund Z ZAE000079976 6.22 1.044 -0.05%
  Naspers ZAE000325783 5.36 580,867 +0.45%
South Africa (Republic of) 8.25% ZAG000107004 5.16 - -
  Investec Property Equity Fund Z ZAE000085551 2.96 3.811 -0.23%
  Capitec Bank ZAE000035861 2.74 356,867 -0.62%
  FirstRand Ltd ZAE000066304 2.52 7,441 -2.31%
  AngloGold Ashanti ADR GB00BRXH2664 2.17 56.66 +2.64%
South Africa (Republic of) 9% ZAG000125980 2.01 - -

Top Equity Funds by Discovery Life Investment Services (Pty) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Discovery Balanced Fund 50.5B 9.93 12.07 7.75
  Discovery Moderate Dynamic A 10.32B -0.22 8.52 -
  Discovery Aggr Asset Optimiser A 8.77B -0.49 7.29 -
  Discovery Cautious Balanced Fund 5.63B 8.14 10.68 7.47
  Discovery Conservative Optimiser A 3.59B 0.03 8.55 -
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