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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.900 | 11.340 | 3.440 |
Shares | 66.310 | 66.540 | 0.230 |
Bonds | 17.340 | 17.480 | 0.140 |
Preferred | 0.260 | 0.260 | 0.000 |
Other | 8.190 | 8.190 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.037 | 12.654 |
Price to Book | 1.719 | 1.834 |
Price to Sales | 1.174 | 1.402 |
Price to Cash Flow | 7.927 | 8.595 |
Dividend Yield | 2.976 | 3.551 |
5 Years Earnings Growth | 10.212 | 10.192 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.160 | 22.635 |
Consumer Cyclical | 17.700 | 12.817 |
Basic Materials | 13.270 | 12.962 |
Consumer Defensive | 9.980 | 9.411 |
Communication Services | 9.480 | 10.717 |
Technology | 8.600 | 9.868 |
Industrials | 6.270 | 5.684 |
Real Estate | 4.240 | 8.084 |
Healthcare | 3.920 | 5.958 |
Energy | 3.180 | 2.060 |
Utilities | 0.200 | 1.130 |
Number of long holdings: 14
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nedgroup Inv Core Diversified C2 | ZAE000278016 | 14.33 | - | - | |
Coronation Balanced Plus Fund A | ZAE000019808 | 14.27 | 184.101 | +0.63% | |
Investec Opportunity Fund E | ZAE000159828 | 14.26 | 18.958 | +0.28% | |
Prudential Balanced Fund B | ZAE000041018 | 14.25 | 10.384 | +0.65% | |
PSG Balanced Fund A | ZAE000019485 | 14.24 | 117.152 | +1.17% | |
Ninety One Managed G | ZAE000248365 | 14.23 | - | - | |
Nedgroup Inv Balanced A | ZAE000158473 | 14.22 | - | - | |
Zar_rebate - Investec Opportunity Fund E 0.50%+ 0.01% On Zar | - | 0.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds D | 45.64B | 13.10 | 14.61 | 8.96 | ||
PSG Wealth Moderate Fund of Funds B | 45.64B | 12.47 | 13.50 | 7.91 | ||
PSG Wealth Moderate Fund of Funds A | 45.64B | 12.28 | 13.17 | 7.61 | ||
PSG Wealth Creator Fund of Funds D | 32.97B | 14.68 | 15.46 | 9.62 | ||
PSG Wealth Creator Fund of Funds A | 32.97B | 13.85 | 14.01 | 8.26 |
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