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Sanlam Investment Management Balanced Fund B3 (0P0000JZLL)

Johannesburg

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111.147 +0.666 +0.60%

30/06 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000099958

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.82B

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0P0000JZLL Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund B3 (0P0000JZLL) fund. Our Sanlam Investment Management Balanced Fund B3 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	12.270	12.290	0.020
Shares	54.530	54.530	0.000
Bonds	32.550	32.600	0.050
Other	0.660	0.810	0.150

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.255	12.145
Price to Book	1.612	1.871
Price to Sales	1.172	1.335
Price to Cash Flow	8.159	8.480
Dividend Yield	3.916	3.573
5 Years Earnings Growth	8.652	10.380

Sector Allocation

Name	Net %	Category Average
Financial Services	24.890	22.700
Basic Materials	20.510	13.894
Consumer Cyclical	18.290	12.759
Real Estate	9.770	8.060
Consumer Defensive	8.040	9.156
Communication Services	7.340	11.613
Industrials	4.190	5.864
Utilities	2.960	1.004
Healthcare	2.250	6.664
Technology	1.150	8.580
Energy	0.630	2.206

Region Allocation

Equities

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 202

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Satrix Smartcore Index C	ZAE000271201	9.00	-	-
Firstrand 0 23012029	-	6.59	-	-
Sanlam Real Assets SI USD Acc	IE00BG7P3228	5.35	-	-
Naspers	ZAE000325783	3.78	551,663	+0.02%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	3.52	-	-
Sbsa Ndduwi Eln 20092027	-	2.59	-	-
SIM SCI Property Fund B2	ZAE000094439	2.55	-	-
Gold Fields	ZAE000018123	1.87	42,834	+3.02%
Sbsa Ndduwi Eln 29092027	-	1.83	-	-
FirstRand Ltd	ZAE000066304	1.81	7,634	+0.86%

Top Equity Funds by Sanlam Investment Management (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	13.66B	14.39	10.74	9.36
Truffle MET Flexible Fund C	13.66B	14.47	10.93	9.68
Truffle MET Flexible Fund D	13.66B	6.12	10.08	9.22
Sanlam Investment Management InflB7	10.33B	4.10	9.39	7.68
Sanlam Investment Management Inflat	10.33B	4.00	9.14	7.44

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