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Foord Absolute Return Fund A (0P0000JZ1E)

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34.381 -0.064    -0.18%
17/10 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000116513 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.61B
Foord Absolute Return Fund A 34.381 -0.064 -0.18%

0P0000JZ1E Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Foord Absolute Return Fund A (0P0000JZ1E) fund. Our Foord Absolute Return 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 1.570 5.260 3.690
Shares 70.090 70.090 0.000
Bonds 15.050 15.050 0.000
Convertible 7.190 7.190 0.000
Other 6.110 6.110 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.871 13.206
Price to Book 1.396 2.099
Price to Sales 1.407 1.643
Price to Cash Flow 8.597 8.957
Dividend Yield 3.579 3.521
5 Years Earnings Growth 13.215 10.364

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 22.680 13.691
Basic Materials 18.850 11.772
Communication Services 15.450 12.045
Industrials 13.410 7.327
Consumer Defensive 13.180 9.340
Financial Services 7.860 22.082
Healthcare 5.580 6.119
Real Estate 2.990 9.262

Region Allocation

  • Europe Developed
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 1

Name ISIN Weight % Last Change %
  AngloGold Ashanti ADR GB00BRXH2664 11.38 73.86 -5.97%
  Prosus NL0013654783 10.83 57.58 -1.91%
  Naspers ZAE000351946 10.65 118,321 -0.46%
South Africa (Republic of) 0% ZAG000125998 7.49 - -
  Anheuser Busch Inbev BE0974293251 7.29 53.36 +0.87%
Sasol Financing USA LLC 0% XS2546248373 7.19 - -
  Omnia ZAE000005153 6.60 7,397 -0.27%
  NewGold ZAE000060067 6.11 68,318 +0.43%
  FirstRand Ltd ZAE000066304 5.51 7,995 +0.46%
  Aspen Pharmacare Holdings ZAE000066692 3.91 10,057 -0.92%

Top Equity Funds by Foord Asset Management (Pty) Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund A 26.63B 14.36 15.44 8.12
  Foord Balanced Fund B1 26.63B 11.54 13.38 8.05
  Foord Balanced Fund B 26.63B 11.98 14.23 8.88
  Foord Balanced Fund B2 26.63B 11.66 13.57 8.23
  Foord Balanced Fund B3 26.63B 11.66 13.68 8.29
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