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Sanlam Global Balanced Fund Of Funds (0P0000IR7V)

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52.915 -0.016    -0.03%
16/10 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000053161 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 143.31M
Sanlam Global Balanced 52.915 -0.016 -0.03%

0P0000IR7V Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Global Balanced (0P0000IR7V) fund. Our Sanlam Global Balanced 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 2.360 2.900 0.540
Shares 67.450 67.450 0.000
Bonds 29.980 33.990 4.010
Convertible 0.200 0.200 0.000
Other 0.020 0.020 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.937 12.787
Price to Book 3.294 1.838
Price to Sales 2.117 1.420
Price to Cash Flow 13.372 8.642
Dividend Yield 1.807 3.526
5 Years Earnings Growth 8.942 10.052

Sector Allocation

Name  Net % Category Average
Technology 28.770 9.838
Financial Services 17.070 22.616
Industrials 10.590 5.697
Consumer Cyclical 10.240 12.680
Healthcare 9.080 5.916
Communication Services 7.950 10.720
Consumer Defensive 5.960 9.306
Energy 3.630 2.067
Utilities 2.900 1.113
Basic Materials 2.270 13.142
Real Estate 1.550 8.147

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 6

Number of short holdings: 2

Name ISIN Weight % Last Change %
Satrix Global Factor Enhanced Eq LUSDAcc IE0000G553R7 46.86 - -
Sanlam Global Bond C IE00B01J9G43 31.76 - -
Satrix World Equity Tracker L USD Acc IE00BG03XV20 21.17 - -

Top Equity Funds by Sanlam Investment Management (Pty) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund A 15.44B 26.11 15.67 10.27
  Truffle MET Flexible Fund C 15.44B 26.27 15.87 10.58
  Truffle MET Flexible Fund D 15.44B 21.39 13.82 10.36
  Sanlam General Equity R 10.87B 30.15 19.40 10.40
  Sanlam Investment General Eq B4 10.87B 30.27 19.52 10.28
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