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Sanlam Investment Management Balanced Fund R (0P0000IQX3)

Johannesburg

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109.836 +0.047 +0.04%

06/06 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000021457

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.8B

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0P0000IQX3 Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Bal R (0P0000IQX3) fund. Our Sanlam Investment Management Bal R 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	12.166
Price to Book	1.612	1.870
Price to Sales	1.172	1.342
Price to Cash Flow	8.159	8.506
Dividend Yield	3.916	3.577
5 Years Earnings Growth	8.652	10.397

Sector Allocation

Name	Net %	Category Average
Financial Services	24.890	22.700
Basic Materials	20.510	13.920
Consumer Cyclical	18.290	12.681
Real Estate	9.770	8.344
Consumer Defensive	8.040	9.193
Communication Services	7.340	11.660
Industrials	4.190	5.834
Utilities	2.960	1.011
Healthcare	2.250	6.735
Technology	1.150	8.535
Energy	0.630	2.211

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	535,839	-1.12%
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	43,830	-4.47%
Sbsa Ndduwi Eln 29092027	-	1.83	-	-
FirstRand Ltd	ZAE000066304	1.81	7,624	+1.38%

Top Equity Funds by Sanlam Investment Management (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	12.9B	14.39	10.74	9.36
Truffle MET Flexible Fund C	12.9B	14.47	10.93	9.68
Truffle MET Flexible Fund D	12.9B	6.12	10.08	9.22
Sanlam Investment Management InflB6	10.4B	4.32	9.93	8.20
Sanlam Investment Management InflB7	10.4B	4.10	9.39	7.68

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