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H4 Growth Fund B1 (0P0000YYXN)

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23.436 +0.088    +0.38%
07/08 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  H4 Collective Investments (RF) (Pty)Ltd
ISIN:  ZAE000178372 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.64B
H4 Growth Fund B1 23.436 +0.088 +0.38%

0P0000YYXN Holdings

 
Comprehensive information about top holdings and Key Holding Information for the H4 Growth Fund B1 (0P0000YYXN) fund. Our H4 Growth Fund B1 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 12.490 12.760 0.270
Shares 78.500 78.600 0.100
Bonds 8.960 9.160 0.200
Other 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.925 12.330
Price to Book 2.475 1.887
Price to Sales 2.001 1.358
Price to Cash Flow 10.838 8.347
Dividend Yield 2.509 3.569
5 Years Earnings Growth 9.235 10.137

Sector Allocation

Name  Net % Category Average
Financial Services 21.380 22.697
Technology 19.240 8.694
Consumer Cyclical 12.230 13.242
Basic Materials 9.600 14.031
Communication Services 8.680 11.117
Industrials 7.780 5.867
Healthcare 7.120 6.496
Consumer Defensive 6.350 9.187
Real Estate 3.200 8.285
Energy 2.560 2.140
Utilities 1.860 1.017

Region Allocation

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

Top Holdings

Number of long holdings: 62

Number of short holdings: 4

Name ISIN Weight % Last Change %
  BlackRock Global Index Funds - BlackRock World Equ LU0836512615 16.60 372.920 -0.07%
  iShares Core MSCI World UCITS IE00B4L5Y983 16.31 120.82 +0.56%
  Vanguard FTSE All-World UCITS USD Inc IE00B3RBWM25 15.26 114.34 +0.22%
Citadel SA Bond H4 B2 ZAE000203048 5.17 - -
Peregrine US Mgd Vol Eq Z USD Dis GG00BDCSCM83 5.13 - -
  iShares Core MSCI Emerging Markets IMI UCITS IE00BKM4GZ66 4.92 40.32 -0.12%
JPM USD Standard Mny mkt VNAV C (acc.) LU0088277610 2.55 - -
  Naspers ZAE000325783 1.97 559,822 -0.27%
  Vanguard USD Treasury Bond UCITS USD Accumulation IE00BGYWFS63 1.85 21.59 +0.23%
  FirstRand Ltd ZAE000066304 1.44 7,568 -1.01%

Top Equity Funds by H4 Collective Investments (RF) (Pty)Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  H4 Diversified Fund B1 9.15B 11.05 14.07 9.35
  H4 Stable Fund B1 4.2B 9.16 13.04 8.63
  H4 Worldwide Equity Fund B1 3.91B 9.87 16.40 10.60
  Citadel Balanced H4 Fund B1 2.22B 9.64 13.12 7.79
  Citadel Global Equity H4 Fund of B1 1.4B 5.19 16.68 12.27
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