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Sanlam Investment Management Balanced Fund B8 (0P000158YK)

Johannesburg

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107.133 +0.373 +0.35%

12/05 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000200028

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.66B

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0P000158YK Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund B8 (0P000158YK) fund. Our Sanlam Investment Management Balanced Fund B8 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	12.161
Price to Book	1.560	1.869
Price to Sales	1.163	1.344
Price to Cash Flow	7.772	8.504
Dividend Yield	4.245	3.591
5 Years Earnings Growth	10.512	10.437

Sector Allocation

Name	Net %	Category Average
Financial Services	26.430	22.669
Basic Materials	15.980	13.835
Communication Services	14.980	12.305
Consumer Cyclical	11.650	12.201
Real Estate	10.940	8.318
Consumer Defensive	7.600	9.196
Industrials	4.380	5.884
Utilities	3.160	1.012
Healthcare	2.880	6.721
Technology	1.180	8.546
Energy	0.810	2.244

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	528,300	-0.19%
Sbsa Ndduwi Eln 20092027	-	2.62	-	-
SIM Property B2	ZAE000094439	2.57	-	-
South Africa 8.875 28-Feb-2035	ZAG000125972	2.48	90.128	0.00%
Sbsa Ndduwi Eln 29092027	-	1.85	-	-
FirstRand Ltd	ZAE000066304	1.80	7,419	-0.43%

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	12.83B	10.70	10.45	8.90
Truffle MET Flexible Fund C	12.83B	10.76	10.64	9.23
Truffle MET Flexible Fund D	12.83B	6.12	10.08	9.22
Sanlam Investment Inflation Plus B1	10.46B	2.67	7.49	6.03
Sanlam Investment Management InflB4	10.46B	3.25	9.35	7.87

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