Breaking News
Get 45% Off 0
👀 Ones to Watch: These bargain stocks won't stay cheap long
See Undervalued Stocks
Close

Discovery Target Retirement 2040 Fund A (0P0000IR4P)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.375 +0.010    +0.39%
14/02 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000107652 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.3B
Discovery Target Retirement 2040 Fund A 2.375 +0.010 +0.39%

0P0000IR4P Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Discovery Target Retirement 2040 Fund A (0P0000IR4P) fund. Our Discovery Target Retirement 2040 Fund A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 1.180 9.130 7.950
Shares 78.580 78.580 0.000
Bonds 17.820 17.950 0.130
Other 2.420 2.450 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 13.166 15.249
Price to Book 1.862 2.118
Price to Sales 1.701 1.576
Price to Cash Flow 9.957 8.730
Dividend Yield 3.080 2.578
5 Years Earnings Growth 11.849 12.267

Sector Allocation

Name  Net % Category Average
Financial Services 27.220 16.670
Communication Services 15.460 7.961
Consumer Cyclical 12.850 12.767
Basic Materials 10.640 6.098
Technology 9.940 17.899
Real Estate 9.360 2.752
Healthcare 5.070 11.254
Industrials 4.910 12.474
Consumer Defensive 2.610 6.779
Utilities 0.990 3.856
Energy 0.940 5.323

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 %
Investec Global Balanced (SA) I Grs USD GG00BJ38BS84 17.43 - -
Ninety One GSF Glb Equity I Acc USD LU0440695715 17.13 - -
  Investec Property Equity Fund Z ZAE000085551 6.94 3.370 +0.26%
  Naspers ZAE000325783 6.44 467,600 +1.65%
  Investec Corporate Bond Fund Z ZAE000079976 4.46 0.993 +0.22%
  FirstRand Ltd ZAE000066304 3.28 7,330 -0.95%
South Africa (Republic of) 8.25% ZAG000107004 3.13 - -
  Capitec Bank ZAE000035861 2.87 307,491 -0.05%
  Mr Price ZAE000200457 2.41 24,743 -1.71%
  Anglo American GB00B1XZS820 1.84 2,486.0 +0.93%

Top Equity Funds by Discovery Life Collective Inv

  Name Rating Total Assets YTD% 3Y% 10Y%
  Discovery Balanced Fund 46.21B 0.45 7.63 7.50
  Discovery Moderate Dynamic A 8.5B 14.82 8.30 -
  Discovery Aggr Asset Optimiser A 6.7B 14.36 7.28 -
  Discovery Cautious Balanced Fund 5.52B 0.45 7.20 7.24
  Discovery Conservative Optimiser A 3.03B 14.62 8.43 -
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000IR4P Comments

Write your thoughts about Discovery Target Retirement 2040 Fund A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email