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Plexus Wealth Bci Balanced Fund A (0P0000KQTX)

Johannesburg

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2.232 +0.017 +0.77%

25/04 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000133708

Asset Class: Equity

Morningstar Rating:
Total Assets: 254.59M

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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	1.760	1.900	0.140
Shares	75.700	75.700	0.000
Bonds	22.290	22.290	0.000
Other	0.240	0.240	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.708	12.180
Price to Book	1.873	1.872
Price to Sales	1.875	1.349
Price to Cash Flow	12.185	8.516
Dividend Yield	4.145	3.600
5 Years Earnings Growth	7.697	10.470

Sector Allocation

Name	Net %	Category Average
Real Estate	23.870	8.349
Financial Services	18.920	22.660
Consumer Defensive	17.540	9.207
Consumer Cyclical	13.880	11.963
Healthcare	11.730	6.728
Technology	6.080	8.593
Industrials	4.100	5.893
Basic Materials	2.730	13.775
Communication Services	1.140	12.557

Region Allocation

Equities

North America
Europe Developed
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Plexus Wealth BCI Property Fund A	ZAE000133682	19.02	1.630	+0.98%
Asn751 0.00 191126	-	6.08	-	-
Bnp Autocall 251027	-	4.63	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	4.56	95.00	-1.89%
Standard Bank Grp	ZAE000109815	2.86	22,900	+0.49%
Sanlam Ltd	ZAE000070660	2.73	8,302	+1.59%
FirstRand Ltd	ZAE000066304	2.67	7,150	+0.56%
Bid Corp	ZAE000216537	2.63	46,631	+0.66%
Shoprite Holdings	ZAE000012084	2.57	28,173	+0.30%
Richemont	CH0210483332	2.54	147.00	+0.34%

Top Equity Funds by Plexus Wealth

Name	Total Assets	YTD%	3Y%	10Y%
PortfolioMetrix BCI Global Eq B1	8.62B	-1.47	13.51	12.65
PortfolioMetrix BCI Global Eq B2	8.62B	-1.53	13.06	12.16
Investec Wealth Investmen BCI Bal H	9.73B	0.61	9.96	-
36ONE BCI Equity A	9.07B	0.50	8.44	9.76
36ONE BCI Equity C	9.07B	0.59	8.76	10.12

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