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

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15.236 -0.010    -0.06%
30/10 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000061842 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 174.14M
Momentum Small/Mid-Cap Fund B2 15.236 -0.010 -0.06%

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 %  Short %
Cash 6.860 6.950 0.090
Shares 88.190 88.190 0.000
Bonds 4.950 4.950 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 7.559 8.677
Price to Book 1.023 1.280
Price to Sales 0.440 0.484
Price to Cash Flow 5.088 5.590
Dividend Yield 6.690 4.845
5 Years Earnings Growth 14.185 12.198

Sector Allocation

Name  Net % Category Average
Consumer Defensive 27.290 16.130
Consumer Cyclical 17.840 26.366
Industrials 17.090 25.036
Healthcare 13.360 8.915
Financial Services 8.920 13.249
Real Estate 6.940 7.671
Technology 5.190 5.661
Basic Materials 2.690 6.700
Energy 0.670 0.984

Region Allocation

  • Europe Developed
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 14

Name ISIN Weight % Last Change %
  Momentum Money Market Fund B5 ZAE000062139 11.69 1.000 0%
  Tiger Brands ZAE000071080 6.21 23,643 -1.02%
  Netcare ZAE000011953 6.18 1,478 +0.54%
  Libstar ZAE000250239 5.97 435 +3.57%
  Zeda Ltd ZAE000315768 5.88 1,440.00 -0.35%
  Premier ZAE000320321 5.53 11,039.00 +0.45%
  Kap Industrial ZAE000171963 4.67 328 -2.96%
  Jse ZAE000079711 4.61 12,536 -0.52%
  Karooooo SGXZ19450089 4.48 40.00 -2.44%
  Oceana ZAE000025284 4.43 6,795 +1.80%

Top Equity Funds by Momentum Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Momentum MoM Ultra Long Term ValuB1 4.02B 15.47 14.42 9.71
  Momentum Real Growth Equity Fund B5 3.87B 15.24 11.66 7.88
  Momentum Real Growth Equity Fund B7 3.87B 15.64 12.17 8.37
  Momentum Real Growth Equity Fund C1 3.87B 15.64 12.17 8.36
  Momentum Real Growth Equity Fund B0 3.87B 15.79 12.46 8.84
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