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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.100 | 10.190 | 3.090 |
Shares | 68.440 | 68.460 | 0.020 |
Bonds | 19.400 | 19.550 | 0.150 |
Convertible | 0.200 | 0.200 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 4.850 | 4.860 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.560 | 12.166 |
Price to Book | 1.160 | 1.870 |
Price to Sales | 1.069 | 1.341 |
Price to Cash Flow | 5.289 | 8.503 |
Dividend Yield | 4.470 | 3.576 |
5 Years Earnings Growth | 8.785 | 10.394 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.380 | 22.708 |
Communication Services | 13.570 | 11.679 |
Consumer Defensive | 12.900 | 9.190 |
Basic Materials | 11.450 | 13.907 |
Consumer Cyclical | 9.380 | 12.666 |
Real Estate | 8.430 | 8.322 |
Industrials | 5.330 | 5.839 |
Technology | 4.450 | 8.542 |
Healthcare | 4.300 | 6.744 |
Energy | 3.270 | 2.215 |
Utilities | 0.530 | 1.012 |
Number of long holdings: 8
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coronation Balanced Plus Fund P | ZAE000165205 | 16.70 | 175.421 | +0.30% | |
Nedgroup Investments Core Diversified Fund B2 | ZAE000198529 | 16.69 | 31.042 | +0.26% | |
Investec Opportunity Fund B | ZAE000046777 | 16.63 | 18.424 | +0.07% | |
PSG Balanced Fund D | ZAE000159414 | 16.51 | 111.997 | -0.14% | |
Prudential Balanced Fund B | ZAE000041018 | 16.49 | 9.942 | +0.41% | |
Sanlam Investment Management Balanced Fund B3 | ZAE000099958 | 16.48 | 109.966 | +0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B1 | 8.93B | -1.47 | 13.51 | 12.65 | ||
PortfolioMetrix BCI Global Eq B2 | 8.93B | -1.53 | 13.06 | 12.16 | ||
Investec Wealth Investmen BCI Bal H | 10.15B | 0.61 | 9.96 | - | ||
36ONE BCI Equity A | 9.36B | 2.99 | 8.81 | 9.72 | ||
36ONE BCI Equity B | 9.36B | 3.39 | 10.72 | 11.89 |
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