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Momentum Small/mid-cap Fund B1 (0P0000IR7X)

Johannesburg

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16.713 -0.185 -1.09%

17/10 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000037685

Asset Class: Equity

Morningstar Rating:
Total Assets: 193.39M

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0P0000IR7X Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Small/Mid-Cap Fund B1 (0P0000IR7X) fund. Our Momentum Small/Mid-Cap Fund B1 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	8.417
Price to Book	1.219	1.256
Price to Sales	0.785	0.572
Price to Cash Flow	6.803	5.782
Dividend Yield	4.987	4.560
5 Years Earnings Growth	8.519	11.827

Sector Allocation

Name	Net %	Category Average
Financial Services	22.800	14.154
Real Estate	19.530	10.660
Consumer Cyclical	15.530	23.605
Basic Materials	13.790	13.406
Consumer Defensive	11.150	13.488
Healthcare	7.790	5.714
Energy	4.070	2.873
Industrials	2.730	20.174
Communication Services	2.520	4.392
Technology	0.080	3.177

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	2,671	+0.94%
Impala Platinum Holdings	ZAE000083648	5.24	21,514	-7.26%
Old Mutual	ZAE000255360	5.12	55.99	-1.07%
Momentum Metropolitan Holdings	ZAE000269890	4.76	3,390	-1.14%
Tiger Brands	ZAE000071080	4.72	34,132	+1.66%
Redefine Properties	ZAE000190252	4.13	533	+0.19%
Exxaro Resources	ZAE000084992	3.94	17,295	-1.23%
Vukile Property Fund	ZAE000180865	3.70	2,189	-1.17%
Life Healthcare	ZAE000145892	3.53	1,189	-0.92%
Mr Price	ZAE000200457	3.32	22,281	-0.18%

Top Equity Funds by Momentum Securities (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	5.16B	28.90	22.37	11.86
Momentum Real Growth Equity Fund A	4.3B	18.15	16.99	8.68
Momentum Real Growth Equity Fund B2	4.3B	18.44	17.40	9.07
Momentum Real Growth Equity Fund B3	4.3B	19.67	19.05	10.56
Momentum Real Growth Equity Fund B5	4.3B	18.38	17.33	9.00

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Recent Quotes

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	Momentum Small/Mi.	16.713	-0.185	-1.09%
	IU CORPORATE MULT.	3.660	-0.020	-0.42%