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Alexander Forbes Investments Strategic Global Balanced Feeder Fund A (0P000133NX)

Johannesburg

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2.600 +0.030 +1.13%

14/10 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Alexander Forbes Investments Unit Trusts Limited

ISIN: ZAE000187050

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.04B

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0P000133NX Holdings

Comprehensive information about top holdings and Key Holding Information for the Investment Solutions Strategic Global Balanced Fee (0P000133NX) fund. Our Investment Solutions Strategic Global Balanced Fee portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	5.730	19.090	13.360
Shares	52.940	52.940	0.000
Bonds	33.250	34.020	0.770
Convertible	0.260	0.260	0.000
Preferred	0.070	0.070	0.000
Other	7.760	7.760	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.007	12.370
Price to Book	2.196	1.741
Price to Sales	1.674	1.319
Price to Cash Flow	11.735	6.381
Dividend Yield	2.586	3.940
5 Years Earnings Growth	-	12.338

Sector Allocation

Name	Net %	Category Average
Technology	22.010	9.415
Real Estate	14.390	8.060
Financial Services	13.740	21.799
Healthcare	13.150	6.756
Consumer Cyclical	12.420	10.473
Communication Services	8.030	12.205
Industrials	5.600	5.876
Consumer Defensive	4.810	9.551
Energy	3.600	2.408
Basic Materials	1.870	13.869
Utilities	0.380	1.057

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2

Number of short holdings: 1

	Name	ISIN	Weight %	Last	Change %
	AF Investments Jsy Strategic Glbl Bal A	JE00BRKDBC60	99.13	-	-

Top Equity Funds by Alexander Forbes Investments Unit Trusts Limited

Name	Total Assets	YTD%	3Y%	10Y%
Investment Solutions Performer Mana	4.93B	12.00	9.70	8.06
Investment Solutions Property Equit	1.41B	29.20	13.87	4.13
Alexander Forbes Inv Real Return A	388.01M	11.75	10.19	7.04
Investment Solutions Global Equity	292.01M	10.92	9.46	12.79
Alexander Forbes Inv Aggr Passive A	243.56M	8.40	10.04	-

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