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Momentum Equity Fund B3 (0P0000US83)

Johannesburg

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3.713 +0.030 +0.81%

25/04 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000160040

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.8B

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0P0000US83 Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Real Growth Equity Fund B3 (0P0000US83) fund. Our Momentum Real Growth Equity 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 %
Cash	2.120	2.120
Shares	94.840	94.840
Other	3.030	3.030

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.008	10.354
Price to Book	1.737	1.602
Price to Sales	1.168	1.095
Price to Cash Flow	8.245	7.189
Dividend Yield	3.758	4.032
5 Years Earnings Growth	13.146	12.299

Sector Allocation

Name	Net %	Category Average
Financial Services	28.640	27.462
Consumer Cyclical	19.160	12.528
Basic Materials	14.020	19.550
Communication Services	13.710	16.002
Consumer Defensive	10.030	11.071
Technology	4.520	4.329
Industrials	3.290	4.592
Real Estate	3.190	2.812
Healthcare	2.240	3.969
Energy	1.190	2.668

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 172

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Naspers	ZAE000325783	5.05	489,908	+2.45%
FirstRand Ltd	ZAE000066304	4.81	7,150	+0.56%
Standard Bank Grp	ZAE000109815	4.11	22,900	+0.49%
Prosus	NL0013654783	3.52	40.78	+2.00%
Capitec Bank	ZAE000035861	3.18	345,288	+1.85%
Anglo American	GB00B1XZS820	3.06	2,148.0	-0.32%
Nedbank Group	ZAE000004875	2.97	24,979	+0.77%
Steyn Capital Global EM A USD Acc	IE000X64JUT7	2.75	-	-
Curate Momentum Equity C	ZAE000337275	2.67	-	-
Shoprite Holdings	ZAE000012084	2.19	28,173	+0.30%

Top Equity Funds by Momentum Multi-Manager (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.41B	5.27	10.84	9.28
Momentum Real Growth Equity Fund A	3.8B	0.03	6.61	6.33
Momentum Real Growth Equity Fund B2	3.8B	0.12	6.99	6.70
Momentum Real Growth Equity Fund B5	3.8B	0.10	6.92	6.63
Momentum Real Growth Equity Fund B7	3.8B	0.22	7.41	7.12

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