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Momentum Optimal Yield Fund B3 (0P0000JZCM)

Johannesburg

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Momentum Optimal Yield Fund B3 historical data, for real-time data please try another search

1.899 -0.002 -0.09%

20/08 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000061735

Asset Class: Equity

Morningstar Rating:
Total Assets: 167.56M

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0P0000JZCM Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Optimal Yield Fund B3 (0P0000JZCM) fund. Our Momentum Optimal Yield Fund B3 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	16.460	16.460	0.000
Shares	83.540	83.540	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	8.813	12.988
Price to Book	1.806	2.078
Price to Sales	1.310	1.622
Price to Cash Flow	4.832	8.951
Dividend Yield	2.522	3.578
5 Years Earnings Growth	14.614	10.503

Sector Allocation

Name	Net %	Category Average
Basic Materials	28.460	11.315
Financial Services	25.260	22.211
Communication Services	21.000	11.969
Consumer Cyclical	8.610	13.997
Consumer Defensive	7.730	9.324
Energy	4.080	3.228
Healthcare	1.640	6.264
Industrials	1.610	7.378
Real Estate	1.600	9.436

Region Allocation

Equities

Europe Developed
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Naspers Ltd Class N	ZAE000015889	8.71	-	-
Anglo American PLC	GB00B1XZS820	5.12	-	-
FirstRand Ltd	ZAE000066304	4.88	7,499	0.00%
Impala Platinum Holdings	ZAE000083648	4.41	18,269	-1.90%
MTN Group	ZAE000042164	4.38	14,145	-1.14%
Sibanye Stillwater	ZAE000259701	3.71	4,172	-3.20%
British American Tobacco	GB0002875804	3.61	3,900.0	-0.33%
Capitec Bank	ZAE000035861	3.51	348,929	-0.31%
BHP Group PLC	GB00BH0P3Z91	3.01	-	-
Standard Bank Grp	ZAE000109815	2.77	22,844	-1.11%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.67B	15.91	17.05	10.25
Momentum Equity Fund B4 a	4.07B	8.89	12.87	6.58
Momentum Real Growth Equity Fund A	4.07B	9.32	13.77	7.44
Momentum Real Growth Equity Fund B2	4.07B	9.52	14.18	7.82
Momentum Real Growth Equity Fund B3	4.07B	10.27	15.79	9.30

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