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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.590 | 12.240 | 4.650 |
Shares | 63.330 | 63.680 | 0.350 |
Bonds | 17.700 | 17.750 | 0.050 |
Preferred | 0.240 | 0.240 | 0.000 |
Other | 11.140 | 11.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.767 | 12.408 |
Price to Book | 1.617 | 1.804 |
Price to Sales | 1.109 | 1.384 |
Price to Cash Flow | 8.061 | 8.780 |
Dividend Yield | 3.274 | 3.617 |
5 Years Earnings Growth | 9.868 | 10.530 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.260 | 22.916 |
Communication Services | 13.220 | 12.387 |
Consumer Cyclical | 12.460 | 11.302 |
Basic Materials | 11.830 | 12.526 |
Consumer Defensive | 10.810 | 9.301 |
Technology | 6.770 | 9.574 |
Industrials | 6.310 | 5.692 |
Real Estate | 4.650 | 8.349 |
Healthcare | 3.420 | 6.148 |
Energy | 3.060 | 2.033 |
Utilities | 0.220 | 1.093 |
Number of long holdings: 9
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PSG Balanced Fund A | ZAE000019485 | 14.43 | 107.865 | +0.72% | |
Nedgroup Inv Balanced A | ZAE000158473 | 14.35 | - | - | |
Nedgroup Inv Core Diversified C2 | ZAE000278016 | 14.28 | - | - | |
Prudential Balanced Fund B | ZAE000041018 | 14.26 | 9.548 | +0.81% | |
Ninety One Managed G | ZAE000248365 | 14.24 | - | - | |
Investec Opportunity Fund E | ZAE000159828 | 14.21 | 18.091 | +1.20% | |
Coronation Balanced Plus Fund A | ZAE000019808 | 14.07 | 166.527 | +1.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds A | 40.79B | 2.26 | 8.72 | 6.72 | ||
PSG Wealth Moderate Fund of Funds D | 40.79B | 2.58 | 10.11 | 8.05 | ||
PSG Wealth Moderate Fund of Funds B | 40.79B | 2.34 | 9.04 | 7.02 | ||
PSG Wealth Global Creator Feeder FA | 28.13B | -2.23 | 11.63 | 12.24 | ||
PSG Wealth Global Creator Feeder FD | 28.13B | -1.93 | 13.05 | 13.28 |
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