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Sanlam Investment Management Small Cap Fund B3 (0P0000JZL0)

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89.586 -0.191    -0.21%
07/08 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000112322 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 351.91M
Sanlam Investment Management Small Cap Fund B3 89.586 -0.191 -0.21%

0P0000JZL0 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Small Cap Fund B3 (0P0000JZL0) fund. Our Sanlam Investment Management Small Cap Fund B3 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 1.270 1.280 0.010
Shares 98.730 98.730 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 9.391 8.440
Price to Book 1.377 1.220
Price to Sales 0.546 0.551
Price to Cash Flow 4.973 5.155
Dividend Yield 3.729 4.669
5 Years Earnings Growth 12.807 11.232

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 31.400 23.892
Consumer Defensive 20.120 13.644
Industrials 18.000 20.694
Financial Services 16.450 14.599
Basic Materials 5.530 11.485
Healthcare 5.010 5.913
Communication Services 3.480 3.864

Region Allocation

  • Europe Developed
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 45

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Reinet Invest LU0383812293 4.90 52,309 +0.09%
  Pepkor ZAE000259479 4.35 2,608 -0.76%
  Southern Sun ZAE000272522 3.94 881.00 -5.27%
  Northam Platinum Holdings ZAE000298253 3.85 22,384.00 +0.38%
  Telkom ZAE000044897 3.44 5,226 -1.66%
  Hudaco ZAE000003273 3.41 18,175 -0.14%
  Famous Brands ZAE000053328 3.38 5,957 +0.97%
  Sun International ZAE000097580 3.30 4,617 -3.19%
  Advtech ZAE000031035 3.20 3,142 +0.71%
  We Buy Cars Holdings ZAE000332789 3.09 5,320.00 -0.30%

Top Equity Funds by Sanlam Investment Management (Pty) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund A 13.98B 18.97 13.46 9.58
  Truffle MET Flexible Fund C 13.98B 19.09 13.65 9.90
  Truffle MET Flexible Fund D 13.98B 19.17 13.79 10.03
  Sanlam Investment Inflation Plus B1 10.33B 5.04 8.66 6.17
  Sanlam Investment Management Inflat 10.34B 5.81 10.04 7.52
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