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Plexus Wealth Bci Balanced Fund A (0P0000KQTX)

Johannesburg

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2.358 +0.001 +0.03%

29/08 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000133708

Asset Class: Equity

Morningstar Rating:
Total Assets: 268.53M

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0P0000KQTX Holdings

Comprehensive information about top holdings and Key Holding Information for the Plexus Wealth BCI Balanced Fund A (0P0000KQTX) fund. Our Plexus Wealth BCI Balanced Fund A 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	4.780	5.120	0.340
Shares	69.610	69.610	0.000
Bonds	24.970	24.970	0.000
Other	0.640	0.640	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.028	12.396
Price to Book	1.519	1.890
Price to Sales	1.575	1.364
Price to Cash Flow	8.951	8.332
Dividend Yield	4.315	3.559
5 Years Earnings Growth	9.119	10.103

Sector Allocation

Name	Net %	Category Average
Real Estate	28.220	8.028
Financial Services	18.000	22.656
Consumer Cyclical	13.430	13.520
Healthcare	8.670	6.452
Basic Materials	7.610	14.092
Consumer Defensive	7.510	9.130
Technology	6.320	8.748
Industrials	6.250	5.850
Communication Services	3.820	10.838
Utilities	0.110	1.018
Energy	0.070	2.141

Region Allocation

Equities

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 114

Number of short holdings: 4

Name	ISIN	Weight %	Last	Change %
Northstar Global Flexible D USD	IE00BD5NF658	20.51	-	-
Plexus Wealth BCI Property Fund A	ZAE000133682	20.32	1.791	-0.53%
Northstar BCI Income B2	ZAE000305488	9.06	-	-
Asn751 0.00 191126	-	6.41	-	-
Bnp Autocall 251027	-	4.75	-	-
Standard Bank Grp	ZAE000109815	2.75	24,760	-0.51%
FirstRand Ltd	ZAE000066304	2.30	7,485	+0.59%
Asn550 0.00 171225	-	1.97	-	-
Richemont	CH0210483332	1.72	139.40	-0.25%
Naspers Ltd	ZAE000015889	1.54	-	-

Top Equity Funds by Plexus Wealth

Name	Total Assets	YTD%	3Y%	10Y%
PortfolioMetrix BCI Global Eq B1	9.64B	-1.47	13.51	12.65
PortfolioMetrix BCI Global Eq B2	9.64B	-1.53	13.06	12.16
36ONE BCI Equity A	9.98B	11.00	13.54	10.69
36ONE BCI Equity B	9.98B	11.74	15.45	12.87
Investec Wealth Investmen BCI Bal H	11.05B	0.61	9.96	-

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