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Momentum Focus 3 Fund Of Funds B1 (0P0000UGLD)

Johannesburg

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27.719 -0.031 -0.11%

13/06 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000161493

Asset Class: Equity

Morningstar Rating:
Total Assets: 685.91M

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0P0000UGLD Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Focus 3 Fund of Funds B1 (0P0000UGLD) fund. Our Momentum Focus 3 Fund of Funds 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	6.690	7.520	0.830
Shares	37.730	37.730	0.000
Bonds	45.550	45.730	0.180
Convertible	0.020	0.020	0.000
Preferred	0.070	0.070	0.000
Other	9.930	10.110	0.180

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.728	12.166
Price to Book	1.802	1.633
Price to Sales	1.550	1.618
Price to Cash Flow	10.403	8.900
Dividend Yield	3.381	4.117
5 Years Earnings Growth	11.426	10.211

Sector Allocation

Name	Net %	Category Average
Financial Services	22.840	21.400
Real Estate	13.700	19.820
Technology	13.460	9.058
Communication Services	11.620	10.210
Consumer Cyclical	11.140	11.222
Basic Materials	9.270	11.830
Consumer Defensive	5.810	9.280
Healthcare	5.530	5.560
Industrials	4.460	6.068
Utilities	1.110	1.296
Energy	1.060	2.309

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 19

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Momentum SA Flexible Fixed Interest B	ZAE000241170	31.01	-	-
Curate Global Sust Eq I USD Acc	LU2000525522	15.70	-	-
Momentum Diversified Income Fund B11	ZAE000228144	9.52	16.495	+0.00%
Momentum Enhanced Yield Fund B2	ZAE000158457	7.83	0.887	0.02%
Momentum Opportunistic Equity C	ZAE000189452	5.45	-	-
Nedgroup Inv Sa Eqt Fd B8	ZAE000326203	4.94	-	-
Momentum GF Global Fixed Inc I USD Acc	LU2377865568	4.35	-	-
Momentum MoM Macro Growth F1	ZAE000287801	4.29	-	-
Momentum Thematic Growth Equity F1	ZAE000315966	4.29	-	-
Coronation Global Strategic USD Inc P	IE00BBPV5092	3.63	-	-

Top Equity Funds by Equilibrium Investment Management (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.54B	12.90	13.76	9.98
Momentum Real Growth Equity Fund B7	3.98B	7.24	10.82	7.90
Momentum Real Growth Equity Fund C1	3.98B	7.24	10.82	7.90
Momentum Real Growth Equity Fund B0	3.98B	7.36	11.11	8.33
Momentum Equity Fund B4 a	3.98B	6.56	9.12	6.25

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	Momentum Focus 3 .	27.719	-0.031	-0.11%