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Alexander Forbes Investments Global Equity Feeder Fund Class A (0P0000IQXR)

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11.015 +0.093    +0.85%
06/06 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Alexander Forbes Investments Unit Trusts Limited
ISIN:  ZAE000047346 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 348.42M
Investment Solutions Global Equity Feeder Fund 11.015 +0.093 +0.85%

0P0000IQXR Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Investment Solutions Global Equity Feeder Fund (0P0000IQXR) fund. Our Investment Solutions Global Equity Feeder Fund 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 2.190 6.030 3.840
Shares 84.260 84.260 0.000
Other 13.540 13.540 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.154 17.901
Price to Book 2.539 2.969
Price to Sales 1.665 2.199
Price to Cash Flow 10.448 11.852
Dividend Yield 2.277 2.077
5 Years Earnings Growth 9.169 10.075

Sector Allocation

Name  Net % Category Average
Technology 26.430 23.529
Financial Services 16.940 16.945
Healthcare 15.380 12.932
Consumer Cyclical 12.850 10.485
Communication Services 10.560 7.932
Consumer Defensive 5.920 7.530
Industrials 5.890 11.820
Basic Materials 2.570 3.984
Energy 2.310 3.478
Utilities 0.690 2.583
Real Estate 0.470 2.760

Region Allocation

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

Top Holdings

Number of long holdings: 3

Number of short holdings: 1

Name ISIN Weight % Last Change %
AF Investments Jsy Strategic Global Eq D - 99.13 - -

Top Equity Funds by Alexander Forbes Investments Unit Trusts Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Investment Solutions Performer Mana 4.9B 4.63 10.58 7.86
  Investment Solutions Property Equit 1.46B 3.50 13.47 2.54
  Investment Solutions Strategic Glob 1.11B -1.88 11.62 9.78
  Alexander Forbes Inv Real Return A 414.8M 6.79 9.71 7.23
  Alexander Forbes Inv Aggr Passive A 315.5M 1.52 8.92 -
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