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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.980 | 2.930 | 0.950 |
Shares | 96.040 | 96.040 | 0.000 |
Bonds | 0.610 | 0.630 | 0.020 |
Preferred | 0.680 | 0.680 | 0.000 |
Other | 0.680 | 0.690 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.410 | 10.485 |
Price to Book | 1.691 | 1.618 |
Price to Sales | 1.053 | 1.114 |
Price to Cash Flow | 7.064 | 7.135 |
Dividend Yield | 3.256 | 3.992 |
5 Years Earnings Growth | 9.881 | 12.315 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.270 | 27.388 |
Consumer Cyclical | 18.880 | 14.727 |
Basic Materials | 16.950 | 20.299 |
Communication Services | 10.070 | 13.261 |
Consumer Defensive | 6.780 | 11.170 |
Industrials | 5.830 | 4.400 |
Technology | 5.460 | 4.279 |
Healthcare | 2.660 | 3.836 |
Energy | 2.450 | 2.680 |
Real Estate | 2.390 | 2.768 |
Utilities | 0.260 | 0.441 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coronation Equity Q | ZAE000273900 | 17.31 | - | - | |
PSG Equity Fund D | ZAE000062352 | 16.62 | 20.397 | +0.37% | |
Prudential Equity Fund F | ZAE000218277 | 16.50 | 24.892 | +0.40% | |
Fairtree Equity Prescient A2 Fund | ZAE000203576 | 16.43 | 5.373 | +1.19% | |
Investec Equity Fund R | ZAE000020376 | 16.41 | 89.103 | +1.35% | |
36ONE BCI Equity G | ZAE000299863 | 16.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds C | 44.87B | 9.96 | 12.78 | 6.76 | ||
PSG Wealth Moderate Fund of Funds B | 44.87B | 10.49 | 13.89 | 7.79 | ||
PSG Wealth Moderate Fund of Funds A | 44.87B | 10.33 | 13.57 | 7.48 | ||
PSG Wealth Moderate Fund of Funds D | 44.87B | 11.02 | 15.01 | 8.83 | ||
PSG Wealth Creator Fund of Funds A | 32B | 11.33 | 14.39 | 7.89 |
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