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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.010 | 17.360 | 5.350 |
Shares | 64.080 | 64.080 | 0.000 |
Bonds | 21.910 | 21.910 | 0.000 |
Other | 2.000 | 2.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.498 | 12.396 |
Price to Book | 1.993 | 1.890 |
Price to Sales | 1.486 | 1.364 |
Price to Cash Flow | 9.812 | 8.332 |
Dividend Yield | 3.395 | 3.559 |
5 Years Earnings Growth | 10.172 | 10.103 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.990 | 22.656 |
Technology | 15.430 | 8.748 |
Basic Materials | 14.580 | 14.092 |
Communication Services | 11.950 | 10.838 |
Consumer Cyclical | 10.600 | 13.520 |
Consumer Defensive | 9.210 | 9.130 |
Healthcare | 5.690 | 6.452 |
Real Estate | 5.620 | 8.028 |
Industrials | 3.460 | 5.850 |
Energy | 2.020 | 2.141 |
Utilities | 0.430 | 1.018 |
Number of long holdings: 149
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Global 100 | US4642875722 | 19.14 | 114.75 | -0.75% | |
Satrix JSE Global Equity | ZAE000331708 | 8.94 | 8,729 | -0.03% | |
iShares S&P 500 Value | US4642874089 | 4.67 | 203.90 | +0.04% | |
REPUBLIC OF SOUTH AFRICA 28/02/33 1.875% | ZAG000125998 | 4.51 | - | - | |
United States Treasury Notes 2.75% | - | 3.66 | - | - | |
Naspers Ltd | ZAE000015889 | 2.67 | - | - | |
FirstRand Ltd | ZAE000066304 | 1.88 | 7,441 | -2.31% | |
United States Treasury Notes 3% | - | 1.70 | - | - | |
NewGold | ZAE000060067 | 1.61 | 56,253 | +0.77% | |
Standard Bank Grp | ZAE000109815 | 1.44 | 24,886 | -0.93% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Personal Trust Conservative Managed | 5.02B | 7.82 | 11.69 | 7.97 | ||
Personal Trust Managed Fund | 3.29B | 10.08 | 13.61 | 8.57 | ||
Personal Trust Prudent Fund of A | 2.03B | 11.36 | 13.38 | 8.72 | ||
Personal Trust Equity Fund | 886.66M | 10.26 | 9.66 | 6.97 |
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