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Plexus Wealth Bci Balanced Fund A (0P0000KQTX)

Johannesburg

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2.327 +0.008 +0.34%

31/07 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Boutique Collective Investments

ISIN: ZAE000133708

Asset Class: Equity

Morningstar Rating:
Total Assets: 262.51M

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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	3.180	3.350	0.170
Shares	74.840	74.840	0.000
Bonds	21.210	21.210	0.000
Other	0.760	0.760	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.566	12.261
Price to Book	1.493	1.883
Price to Sales	1.566	1.345
Price to Cash Flow	8.947	8.401
Dividend Yield	4.352	3.567
5 Years Earnings Growth	7.738	10.253

Sector Allocation

Name	Net %	Category Average
Real Estate	26.340	8.309
Financial Services	20.160	22.588
Consumer Cyclical	12.360	12.968
Basic Materials	8.250	13.950
Healthcare	7.900	6.602
Consumer Defensive	7.690	9.238
Technology	7.520	8.705
Industrials	4.800	5.846
Communication Services	4.760	11.361
Utilities	0.130	1.000
Energy	0.080	2.199

Region Allocation

Equities

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 111

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Plexus Wealth BCI Property Fund A	ZAE000133682	20.29	1.761	+0.09%
Northstar BCI Income B2	ZAE000305488	9.11	-	-
Asn751 0.00 191126	-	6.11	-	-
Bnp Autocall 251027	-	4.75	-	-
FirstRand Ltd	ZAE000066304	3.13	7,632	-1.47%
Standard Bank Grp	ZAE000109815	2.84	23,139	-1.29%
Naspers Ltd	ZAE000015889	2.04	-	-
Asn550 0.00 171225	-	1.89	-	-
Gold Fields	ZAE000018123	1.82	43,558	-1.18%
Absa	ZAE000255915	1.78	17,753	-1.62%

Top Equity Funds by Plexus Wealth

Name	Total Assets	YTD%	3Y%	10Y%
PortfolioMetrix BCI Global Eq B1	9.97B	-1.47	13.51	12.65
PortfolioMetrix BCI Global Eq B2	9.97B	-1.53	13.06	12.16
36ONE BCI Equity A	9.82B	7.33	13.04	10.46
36ONE BCI Equity B	9.82B	7.95	14.95	12.63
Investec Wealth Investmen BCI Bal H	9.35B	0.61	9.96	-

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