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Foord Flexible Fund Of Funds A (0P0000IQZU)

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45.128 +0.423    +0.95%
25/04 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Foord Unit Trusts
ISIN:  ZAE000116539 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 9.53B
Foord Flexible Fund of Funds R 45.128 +0.423 +0.95%

0P0000IQZU Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Foord Flexible Fund of Funds R (0P0000IQZU) fund. Our Foord Flexible Fund of Funds R 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 10.670 15.870 5.200
Shares 71.250 73.400 2.150
Bonds 9.310 9.310 0.000
Convertible 2.630 2.630 0.000
Other 6.150 6.150 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.814 12.939
Price to Book 1.674 2.077
Price to Sales 1.493 1.641
Price to Cash Flow 6.183 8.975
Dividend Yield 2.578 3.591
5 Years Earnings Growth 8.470 10.643

Sector Allocation

Name  Net % Category Average
Communication Services 18.140 12.918
Consumer Cyclical 15.560 13.060
Basic Materials 11.410 11.547
Industrials 10.260 7.311
Healthcare 10.080 6.559
Consumer Defensive 8.220 9.068
Technology 7.800 10.639
Energy 7.260 3.249
Financial Services 4.990 22.252
Utilities 3.240 1.211
Real Estate 3.060 9.313

Region Allocation

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

Top Holdings

Number of long holdings: 10

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Foord Absolute Return Fund B ZAE000117164 33.13 30.193 +0.60%
Foord Global Equity (Lux) A LU0914416671 32.36 - -
  Foord SICAV Foord International Fund B LU0914416242 28.10 51.003 -0.07%
Foord Bond B ZAE000313599 3.28 - -
  Foord Domestic Balanced Fund B ZAE000186763 1.28 15.488 +0.68%

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund A 24.87B 3.07 10.11 6.94
  Foord Balanced Fund B1 24.87B 3.14 10.42 7.24
  Foord Balanced Fund B3 24.87B 3.21 10.73 7.50
  Foord Balanced Fund B4 24.87B 3.04 10.04 6.90
  Foord Balanced Fund B 24.87B 3.32 11.27 8.10
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