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Sanlam Investment Management Balanced Fund B3 (0P0000JZLL)

Johannesburg

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103.493 -0.953 -0.91%

03/04 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000099958

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.59B

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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	16.280	16.310	0.030
Shares	48.640	48.640	0.000
Bonds	34.010	34.060	0.050
Other	1.060	1.230	0.170

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.969	12.196
Price to Book	1.560	1.879
Price to Sales	1.163	1.337
Price to Cash Flow	7.772	8.442
Dividend Yield	4.245	3.601
5 Years Earnings Growth	10.512	10.713

Sector Allocation

Name	Net %	Category Average
Financial Services	26.430	22.663
Basic Materials	15.980	13.358
Communication Services	14.980	12.652
Consumer Cyclical	11.650	12.091
Real Estate	10.940	8.117
Consumer Defensive	7.600	9.160
Industrials	4.380	5.968
Utilities	3.160	1.049
Healthcare	2.880	6.736
Technology	1.180	8.620
Energy	0.810	2.281

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 206

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Satrix Smartcore Index C	ZAE000271201	7.95	-	-
Firstrand 0 23012029	-	6.64	-	-
Sanlam Real Assets SI USD Acc	IE00BG7P3228	5.41	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	3.73	-	-
Naspers	ZAE000325783	3.28	462,320	-1.32%
Sbsa Ndduwi Eln 20092027	-	2.62	-	-
SIM Property B2	ZAE000094439	2.57	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	2.48	-	-
Sbsa Ndduwi Eln 29092027	-	1.85	-	-
FirstRand Ltd	ZAE000066304	1.80	6,563	-5.36%

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund D	12.46B	3.36	8.41	9.05
Truffle MET Flexible Fund A	12.46B	3.31	8.10	8.60
Truffle MET Flexible Fund C	12.46B	3.34	8.28	8.93
Sanlam Investment Inflation Plus B1	10.32B	0.73	6.55	6.04
Sanlam Investment Management InflB4	10.32B	1.01	8.39	7.89

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