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Plexus Wealth Bci Balanced Fund A (0P0000KQTX)

Johannesburg

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2.277 +0.004 +0.18%

29/05 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000133708

Asset Class: Equity

Morningstar Rating:
Total Assets: 256.13M

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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	2.710	2.860	0.150
Shares	75.400	75.400	0.000
Bonds	21.850	21.850	0.000
Other	0.040	0.040	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.663	12.166
Price to Book	1.771	1.870
Price to Sales	1.783	1.341
Price to Cash Flow	11.330	8.503
Dividend Yield	4.441	3.576
5 Years Earnings Growth	7.250	10.394

Sector Allocation

Name	Net %	Category Average
Real Estate	25.900	8.322
Financial Services	19.110	22.708
Consumer Defensive	17.220	9.190
Consumer Cyclical	12.770	12.666
Healthcare	10.460	6.744
Technology	6.530	8.542
Industrials	3.890	5.839
Basic Materials	2.690	13.907
Communication Services	1.420	11.679

Region Allocation

Equities

North America
Europe Developed
Asia
Australasia
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	19.24	1.678	+1.13%
Asn751 0.00 191126	-	5.77	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	4.64	97.38	+0.13%
Bnp Autocall 251027	-	4.56	-	-
Standard Bank Grp	ZAE000109815	2.97	23,324	-0.79%
FirstRand Ltd	ZAE000066304	2.82	7,451	-1.14%
Shoprite Holdings	ZAE000012084	2.79	29,201	+0.07%
Bid Corp	ZAE000216537	2.68	47,632	+0.40%
Sanlam Ltd	ZAE000070660	2.65	8,862	-0.14%
Richemont	CH0210483332	2.48	154.85	-0.67%

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
Investec Wealth Investmen BCI Bal H	9.35B	0.61	9.96	-
36ONE BCI Equity A	9.09B	2.99	8.81	9.72
36ONE BCI Equity B	9.09B	3.39	10.72	11.89

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Plexus Wealth BCI.	2.277	+0.004	+0.18%
	CBOE Dyn Short Vi.	3,030.39	-0.97	-0.03%