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Sanlam Investment Management Balanced Fund R (0P0000IQX3)

Johannesburg

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119.298 -0.156 -0.13%

24/10 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000021457

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.1B

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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	9.790	9.860	0.070
Shares	44.320	44.330	0.010
Bonds	44.970	44.970	0.000
Other	0.920	0.920	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.973	12.487
Price to Book	1.724	1.893
Price to Sales	1.264	1.368
Price to Cash Flow	8.161	8.369
Dividend Yield	3.920	3.555
5 Years Earnings Growth	9.202	10.075

Sector Allocation

Name	Net %	Category Average
Basic Materials	27.820	14.441
Financial Services	21.460	22.562
Consumer Cyclical	16.290	13.474
Real Estate	10.070	8.085
Communication Services	7.630	10.714
Consumer Defensive	7.330	9.014
Industrials	3.570	5.832
Utilities	3.000	1.000
Healthcare	1.300	6.316
Technology	1.120	8.758
Energy	0.390	2.109

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 %
Firstrand 0 23012029	-	7.89	-	-
Satrix Smartcore Index C	ZAE000271201	6.64	-	-
Sanlam Ninety One Real Assets SI USD Acc	IE00BG7P3228	4.81	-	-
Naspers	ZAE000351946	3.66	123,650	+1.14%
Sbsa Ndduwi Eln 20092027	-	3.14	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.54	-	-
Gold Fields	ZAE000018123	2.50	70,610	-0.07%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	2.47	-	-
SIM SCI Property Fund B2	ZAE000094439	2.46	-	-
Standard Bank Equity Linked Note	-	2.23	-	-

Top Equity Funds by Sanlam Investment Management (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	15.06B	26.11	15.67	10.27
Truffle MET Flexible Fund C	15.06B	26.27	15.87	10.58
Truffle MET Flexible Fund D	14.41B	21.39	13.82	10.36
Sanlam Investment General Eq B4	10.53B	30.27	19.52	10.28
Sanlam Investment General Eq B5	10.53B	30.88	20.28	10.98

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