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Momentum Small/mid-cap Fund B2 (0P0000JZH7)

Johannesburg

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15.948 +0.020 +0.12%

19/08 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000061842

Asset Class: Equity

Morningstar Rating:
Total Assets: 180.09M

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0P0000JZH7 Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Small/Mid-Cap Fund B2 (0P0000JZH7) fund. Our Momentum Small/Mid-Cap Fund B2 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	8.549
Price to Book	1.219	1.251
Price to Sales	0.785	0.575
Price to Cash Flow	6.803	5.654
Dividend Yield	4.987	4.614
5 Years Earnings Growth	8.519	10.710

Sector Allocation

Name	Net %	Category Average
Financial Services	22.800	14.274
Real Estate	19.530	10.558
Consumer Cyclical	15.530	23.789
Basic Materials	13.790	12.947
Consumer Defensive	11.150	13.213
Healthcare	7.790	5.967
Energy	4.070	2.957
Industrials	2.730	20.523
Communication Services	2.520	3.820
Technology	0.080	3.152

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	2,576	0.00%
Impala Platinum Holdings	ZAE000083648	5.24	16,148	-0.32%
Old Mutual	ZAE000255360	5.12	53.17	-0.06%
Momentum Metropolitan Holdings	ZAE000269890	4.76	3,595	+0.03%
Tiger Brands	ZAE000071080	4.72	31,742	+0.81%
Redefine Properties	ZAE000190252	4.13	495	-0.20%
Exxaro Resources	ZAE000084992	3.94	16,507	-0.25%
Vukile Property Fund	ZAE000180865	3.70	2,110	+0.76%
Life Healthcare	ZAE000145892	3.53	1,368	-1.79%
Mr Price	ZAE000200457	3.32	21,271	-0.17%

Top Equity Funds by Momentum Securities (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.74B	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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