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Sanlam Investment Management Balanced Fund B11 (0P000158YL)

Johannesburg

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104.693 +0.380 +0.36%

06/02 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000200010

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.72B

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0P000158YL Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund B11 (0P000158YL) fund. Our Sanlam Investment Management Balanced Fund B11 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

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.969	12.197
Price to Book	1.560	1.873
Price to Sales	1.163	1.344
Price to Cash Flow	7.772	7.725
Dividend Yield	4.245	3.611
5 Years Earnings Growth	10.512	10.858

Sector Allocation

Name	Net %	Category Average
Financial Services	26.430	22.534
Basic Materials	15.980	13.515
Communication Services	14.980	12.496
Consumer Cyclical	11.650	12.026
Real Estate	10.940	8.598
Consumer Defensive	7.600	9.059
Industrials	4.380	6.012
Utilities	3.160	1.046
Healthcare	2.880	6.735
Technology	1.180	8.558
Energy	0.810	2.262

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	402,822	+0.54%
Sbsa Ndduwi Eln 20092027	-	2.62	-	-
SIM Property B2	ZAE000094439	2.57	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	2.48	-	-
Sbsa Ndduwi Eln 29092027	-	1.85	-	-
FirstRand Ltd	ZAE000066304	1.80	7,592	+1.66%

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund D	11.78B	12.25	8.36	9.50
Truffle MET Flexible Fund E	11.78B	12.38	8.48	9.59
Truffle Sanlam Collect Inv Flex C2	11.93B	12.12	8.23	9.38
Truffle MET Flexible Fund A	11.78B	11.93	8.05	9.03
Truffle MET Flexible Fund C	11.78B	12.12	8.23	9.37

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	Name	Price	Chg.	Chg. %
	Sanlam Investment.	104.693	+0.380	+0.36%