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Momentum Small/mid-cap Fund A (0P0000IRC5)

Johannesburg

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16.911 +0.061 +0.36%

07/10 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000023974

Asset Class: Equity

Morningstar Rating:
Total Assets: 189.96M

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0P0000IRC5 Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Small/Mid-Cap Fund A (0P0000IRC5) fund. Our Momentum Small/Mid-Cap Fund A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.910	1.910
Shares	96.830	96.830
Other	1.270	1.270

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.922	8.571
Price to Book	1.219	1.263
Price to Sales	0.785	0.574
Price to Cash Flow	6.803	5.727
Dividend Yield	4.987	4.609
5 Years Earnings Growth	8.519	11.629

Sector Allocation

Name	Net %	Category Average
Financial Services	22.800	14.112
Real Estate	19.530	10.666
Consumer Cyclical	15.530	23.994
Basic Materials	13.790	13.049
Consumer Defensive	11.150	13.232
Healthcare	7.790	5.765
Energy	4.070	2.727
Industrials	2.730	20.657
Communication Services	2.520	3.784
Technology	0.080	3.176

Region Allocation

Equities

Europe Developed
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 14

Name	ISIN	Weight %	Last	Change %
Pepkor	ZAE000259479	5.54	2,496	+0.16%
Impala Platinum Holdings	ZAE000083648	5.24	23,600	+5.73%
Old Mutual	ZAE000255360	5.12	56.60	+1.07%
Momentum Metropolitan Holdings	ZAE000269890	4.76	3,308	-2.13%
Tiger Brands	ZAE000071080	4.72	31,996	+0.93%
Redefine Properties	ZAE000190252	4.13	513	0.00%
Exxaro Resources	ZAE000084992	3.94	17,133	+0.54%
Vukile Property Fund	ZAE000180865	3.70	2,221	+1.18%
Life Healthcare	ZAE000145892	3.53	1,199	-0.08%
Mr Price	ZAE000200457	3.32	21,325	+1.16%

Top Equity Funds by Momentum Securities (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	5.06B	22.36	19.01	11.19
Momentum Equity Fund B4 a	4.26B	13.19	13.16	7.26
Momentum Real Growth Equity Fund A	4.26B	13.79	14.07	8.13
Momentum Real Growth Equity Fund B2	4.26B	14.06	14.47	8.51
Momentum Real Growth Equity Fund B3	4.26B	15.09	16.07	9.99

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