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Sanlam Investment Management Balanced Fund B3 (0P0000JZLL)

Johannesburg

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111.740 +0.049 +0.04%

28/07 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000099958

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.79B

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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	11.220	11.240	0.020
Shares	43.140	43.140	0.000
Bonds	44.600	44.650	0.050
Other	1.020	1.130	0.110

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.885	12.261
Price to Book	1.640	1.883
Price to Sales	1.275	1.345
Price to Cash Flow	7.417	8.401
Dividend Yield	3.870	3.567
5 Years Earnings Growth	9.056	10.253

Sector Allocation

Name	Net %	Category Average
Financial Services	23.900	22.588
Basic Materials	21.400	13.950
Consumer Cyclical	17.790	12.968
Real Estate	10.680	8.309
Consumer Defensive	8.050	9.238
Communication Services	7.470	11.361
Industrials	4.020	5.846
Utilities	3.090	1.000
Healthcare	1.870	6.602
Technology	1.260	8.705
Energy	0.460	2.199

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 194

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Satrix Smartcore Index C	ZAE000271201	7.75	-	-
Firstrand 0 23012029	-	7.70	-	-
Sanlam Ninety One Real Assets SI USD Acc	IE00BG7P3228	5.04	-	-
Naspers	ZAE000325783	3.43	576,825	+0.30%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	3.25	-	-
Sbsa Ndduwi Eln 20092027	-	3.19	-	-
South Africa 8.875 28-Feb-2035	ZAG000125972	2.73	94.320	+0.00%
SIM SCI Property Fund B2	ZAE000094439	2.45	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	2.45	-	-
Sbsa Ndduwi Eln 29092027	-	2.22	-	-

Top Equity Funds by Sanlam Investment Management (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund C	14.05B	17.09	13.88	10.03
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
Sanlam Investment Management Inflat	10.33B	4.91	10.48	7.53
Sanlam Investment Inflation Plus B1	10.33B	4.26	9.09	6.18

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