Breaking News
Get 45% Off 0
⬆ Upside Potential: Undervalued stocks with clear growth catalysts
See top stocks
Close

Sanlam Investment Management Managed Moderate Fund Of Funds B1 (0P0000JZMD)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
30.515 -0.036    -0.12%
02/06 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000083267 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 913.17M
Sanlam Investment Management Managed Moderate Fund 30.515 -0.036 -0.12%

0P0000JZMD Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Managed Moderate Fund (0P0000JZMD) fund. Our Sanlam Investment Management Managed Moderate Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Shares 66.490 66.490 0.000
Bonds 36.310 36.340 0.030
Convertible 0.010 0.010 0.000
Other 0.400 0.500 0.100

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 11.428 12.320
Price to Book 1.780 1.789
Price to Sales 1.157 1.370
Price to Cash Flow 8.817 8.718
Dividend Yield 3.367 3.604
5 Years Earnings Growth 9.591 10.433

Sector Allocation

Name  Net % Category Average
Financial Services 24.520 22.974
Consumer Cyclical 14.290 12.159
Basic Materials 13.510 12.644
Communication Services 11.950 11.316
Consumer Defensive 7.850 9.374
Industrials 7.410 5.687
Technology 7.270 9.529
Real Estate 5.780 8.218
Healthcare 4.610 6.159
Utilities 1.900 1.127
Energy 0.920 2.087

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 2

Name ISIN Weight % Last Change %
  Sanlam Investment Management General Equity Fund B ZAE000206991 32.82 378.085 +0.05%
SIM SCI Bond Fund D3 ZAE000337366 24.12 - -
  Satrix World Equity Tracker Fund I USD Acc IE00B89NP226 16.44 3.129 +0.03%
  Sanlam Investment Management Top Choice Equity Fun ZAE000083325 12.72 55.566 -0.24%
Sanlam Real Assets SI USD Acc IE00BG7P3228 3.08 - -
SIM SCI Property Fund B2 ZAE000094439 2.92 - -
Sanlam Global Bond C IE00B01J9G43 2.26 - -
  Sanlam Investment Management Enhanced Yield Fund B ZAE000156113 2.05 1.056 +0.09%

Top Equity Funds by Sanlam Investment Management (Pty) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund A 13.18B 10.70 10.45 8.90
  Truffle MET Flexible Fund C 13.18B 10.76 10.64 9.23
  Truffle MET Flexible Fund D 13.18B 6.12 10.08 9.22
  Sanlam Investment Inflation Plus B1 10.4B 2.67 7.49 6.03
  Sanlam Investment Management InflB4 10.4B 3.25 9.35 7.87
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000JZMD Comments

Write your thoughts about Sanlam Investment Management Managed Moderate Fund Of Funds B1
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email