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Sanlam Investment Management Inflation Plus Fund B1 (0P0000JZLX)

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6.135 +0.006    +0.10%
28/07 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000058616 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.33B
Sanlam Investment Management Inflation Plus Fund B 6.135 +0.006 +0.10%

0P0000JZLX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Inflation Plus Fund B (0P0000JZLX) fund. Our Sanlam Investment Management Inflation Plus Fund B 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 7.780 7.820 0.040
Shares 15.030 15.030 0.000
Bonds 76.630 76.650 0.020
Preferred 0.020 0.020 0.000
Other 0.520 0.520 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.744 12.304
Price to Book 2.053 1.658
Price to Sales 1.060 1.635
Price to Cash Flow 8.333 8.807
Dividend Yield 3.049 4.094
5 Years Earnings Growth 9.414 10.013

Sector Allocation

Name  Net % Category Average
Financial Services 22.720 21.570
Consumer Cyclical 18.690 11.710
Basic Materials 16.230 12.046
Technology 11.340 8.888
Consumer Defensive 9.670 9.151
Communication Services 7.260 9.811
Industrials 6.060 6.055
Healthcare 4.600 5.523
Energy 1.490 2.279
Utilities 1.000 1.248
Real Estate 0.940 19.761

Region Allocation

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

Top Holdings

Number of long holdings: 167

Number of short holdings: 2

Name ISIN Weight % Last Change %
  ZAGOVT 8 31-Jan-2030 ZAG000106998 11.71 98.71 -0.14%
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5% ZAG000016320 11.58 - -
SIM SCI Institutional Income Plus Fund C ZAE000260329 8.83 - -
Republic of South Africa 10.5% ZAG000018292 6.49 - -
  Satrix MSCI World Feeder ZAE000246104 5.71 10,719 +0.44%
SIM SCI Institutional Global Bond Fd B2 ZAE000306916 4.33 - -
Republic Of South Africa Ilb 4.25 31012031 - 3.85 - -
Standard Bank Ncd 9.485 24072028 - 3.55 - -
Standard Bank Equity Note 13 - 2.52 - -
SIM SCI Inflation Beater Fund Z ZAE000272365 2.30 - -

Top Equity Funds by Sanlam Investment Management (Pty) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund D 14.05B 17.15 14.01 10.15
  Truffle MET Flexible Fund A 14.05B 16.99 13.68 9.71
  Truffle MET Flexible Fund C 14.05B 17.09 13.88 10.03
  Sanlam Investment Management InflB4 10.33B 5.15 10.99 8.03
  Sanlam Investment Management InflB6 10.33B 5.30 11.28 8.29
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