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Momentum Small/mid-cap Fund B3 (0P0000JZH8)

Johannesburg

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17.188 +0.047 +0.27%

10/10 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000099644

Asset Class: Equity

Morningstar Rating:
Total Assets: 192.23M

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0P0000JZH8 Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Small/Mid-Cap Fund B3 (0P0000JZH8) fund. Our Momentum Small/Mid-Cap 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	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	1.265
Price to Sales	0.785	0.574
Price to Cash Flow	6.803	5.726
Dividend Yield	4.987	4.605
5 Years Earnings Growth	8.519	11.607

Sector Allocation

Name	Net %	Category Average
Financial Services	22.800	14.192
Real Estate	19.530	10.663
Consumer Cyclical	15.530	24.154
Basic Materials	13.790	12.976
Consumer Defensive	11.150	13.233
Healthcare	7.790	5.738
Energy	4.070	2.768
Industrials	2.730	20.514
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	2,598	+2.04%
Impala Platinum Holdings	ZAE000083648	5.24	21,709	-3.34%
Old Mutual	ZAE000255360	5.12	57.40	-0.69%
Momentum Metropolitan Holdings	ZAE000269890	4.76	3,373	+1.47%
Tiger Brands	ZAE000071080	4.72	33,101	+4.19%
Redefine Properties	ZAE000190252	4.13	530	+2.12%
Exxaro Resources	ZAE000084992	3.94	17,311	+0.19%
Vukile Property Fund	ZAE000180865	3.70	2,317	+2.70%
Life Healthcare	ZAE000145892	3.53	1,212	+1.51%
Mr Price	ZAE000200457	3.32	22,255	+2.57%

Top Equity Funds by Momentum Securities (Pty) Ltd

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	5.12B	28.90	22.37	11.86
Momentum Real Growth Equity Fund B7	4.3B	18.79	17.87	9.49
Momentum Real Growth Equity Fund B0	4.3B	19.04	18.17	9.91
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

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