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Momentum Optimal Yield Fund B4 (0P0000JZCN)

Johannesburg

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Momentum Optimal Yield Fund B4 historical data, for real-time data please try another search

1.904 0.000 0%

05/01 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000061743

Asset Class: Equity

Morningstar Rating:
Total Assets: 165.27M

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0P0000JZCN Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Optimal Yield Fund B4 (0P0000JZCN) fund. Our Momentum Optimal Yield Fund B4 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	15.090	15.090	0.000
Shares	84.910	84.910	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	7.796	13.099
Price to Book	1.372	2.090
Price to Sales	1.034	1.639
Price to Cash Flow	3.595	8.925
Dividend Yield	7.368	3.545
5 Years Earnings Growth	18.896	10.390

Sector Allocation

Name	Net %	Category Average
Financial Services	28.150	22.105
Basic Materials	27.860	11.535
Communication Services	20.680	11.934
Consumer Cyclical	9.600	13.945
Consumer Defensive	6.960	9.351
Industrials	2.260	7.367
Energy	1.940	3.170
Healthcare	1.470	6.190
Real Estate	1.090	9.390

Region Allocation

Equities

Europe Developed
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 44

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Naspers Ltd Class N	ZAE000015889	7.10	-	-
FirstRand Ltd	ZAE000066304	5.64	7,436	-0.07%
Anglo American PLC	GB00B1XZS820	5.27	-	-
MTN Group	ZAE000042164	5.07	14,551	-2.86%
British American Tobacco	GB0002875804	4.21	4,156.0	-0.69%
Sasol Ltd	ZAE000006896	3.94	11,702	-1.85%
Absa	ZAE000255915	3.70	18,859	-0.11%
Impala Platinum Holdings	ZAE000083648	3.45	17,644	+10.65%
Capitec Bank	ZAE000035861	3.38	351,612	-1.47%
Standard Bank Grp	ZAE000109815	3.37	24,665	-0.89%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.76B	18.16	16.74	10.45
Momentum Equity Fund B4 a	4.1B	11.39	12.44	6.78
Momentum Real Growth Equity Fund A	4.1B	11.91	13.35	7.64
Momentum Real Growth Equity Fund B2	4.1B	12.14	13.75	8.02
Momentum Real Growth Equity Fund B3	4.1B	13.05	15.35	9.49

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