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Sanlam Investment Management Balanced Fund B9 (0P0000PP7Q)

Johannesburg

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Sanlam Investment Management Balanced Fund B9 historical data, for real-time data please try another search

85.026 -0.620 -0.72%

19/08 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000147849

Asset Class: Equity

Morningstar Rating:
Total Assets: 12.33B

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0P0000PP7Q Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund B9 (0P0000PP7Q) fund. Our Sanlam Investment Management Balanced Fund B9 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	9.810	12.270	2.460
Shares	48.950	48.950	0.000
Bonds	38.940	38.940	0.000
Other	2.290	2.290	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.408	12.246
Price to Book	1.383	1.883
Price to Sales	1.314	1.346
Price to Cash Flow	6.210	8.397
Dividend Yield	3.506	3.567
5 Years Earnings Growth	10.723	10.238

Sector Allocation

Name	Net %	Category Average
Communication Services	22.500	11.375
Financial Services	17.360	22.604
Basic Materials	16.030	13.966
Real Estate	12.750	8.309
Consumer Defensive	7.890	9.221
Consumer Cyclical	6.470	12.942
Healthcare	5.330	6.579
Technology	3.400	8.721
Utilities	3.050	0.998
Energy	3.050	2.181
Industrials	2.180	5.861

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 196

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Sanlam Investment Management Enhanced Yield Fund B	ZAE000156113	12.92	1.067	0.00%
Naspers Ltd Class N	ZAE000015889	7.79	-	-
Sanlam Real Assets SI USD Acc	IE00BG7P3228	6.08	-	-
Sanlam Global Emerg Mkts D2 USD Acc	IE00BZCD4987	4.52	-	-
Sanlam World Equity SB	IE00BKKF9189	4.03	-	-
FIRSTRAND BANK LTD 23/01/24	ZAG000156514	3.90	-	-
SIM Property B2	ZAE000094439	3.75	-	-
Standard Bank Eln 06012025	-	3.04	-	-
Firstrand Fr 19092024	-	2.53	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	2.28	99.33	-0.13%

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	13.98B	16.99	13.68	9.71
Truffle MET Flexible Fund C	13.98B	17.09	13.88	10.03
Truffle MET Flexible Fund D	13.98B	17.15	14.01	10.15
Sanlam Investment Management Inflat	10.33B	4.91	10.48	7.53
Sanlam Investment Management InflB4	10.33B	5.15	10.99	8.03

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