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Sanlam Investment Management Medium Equity Fund A1 (0P0001D3P9)

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13.345 +0.085    +0.64%
22/08 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000256269 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.46B
Sanlam Medium Equity A1 13.345 +0.085 +0.64%

0P0001D3P9 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Medium Equity A1 (0P0001D3P9) fund. Our Sanlam Medium Equity A1 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 4.720 4.770 0.050
Shares 25.140 25.140 0.000
Bonds 69.630 69.650 0.020
Other 0.510 0.510 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.556 12.654
Price to Book 2.089 1.834
Price to Sales 1.371 1.402
Price to Cash Flow 8.544 8.595
Dividend Yield 2.871 3.551
5 Years Earnings Growth 9.155 10.192

Sector Allocation

Name  Net % Category Average
Financial Services 25.320 22.635
Basic Materials 19.860 12.962
Consumer Cyclical 17.050 12.817
Technology 9.700 9.868
Consumer Defensive 8.170 9.411
Communication Services 7.520 10.717
Industrials 5.360 5.684
Healthcare 4.200 5.958
Energy 1.310 2.060
Utilities 0.850 1.130
Real Estate 0.670 8.084

Region Allocation

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

Top Holdings

Number of long holdings: 124

Number of short holdings: 2

Name ISIN Weight % Last Change %
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5% ZAG000016320 13.70 - -
REPUBLIC OF SOUTH AFRICA 31/01/40 9% ZAG000125980 12.01 - -
  South Africa 8.875 28-Feb-2035 ZAG000125972 10.54 95.726 +0.22%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5% ZAG000107012 9.28 - -
  Satrix MSCI World Feeder ZAE000246104 8.34 10,696 -0.01%
SIM SCI Institutional Global Bond Fd B2 ZAE000306916 5.49 - -
Republic Of South Africa Ilb 4.25 31012031 - 4.88 - -
  ZAGOVT 8 31-Jan-2030 ZAG000106998 3.28 99.40 -0.27%
  ZAGOVT 6.25 31-Mar-2036 ZAG000030404 2.51 76.54 +0.18%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% ZAG000107004 2.46 - -

Top Equity Funds by Sanlam Investment Management (Pty) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund D 14.28B 19.17 13.79 10.03
  Truffle MET Flexible Fund A 14.28B 18.97 13.46 9.58
  Truffle MET Flexible Fund C 14.28B 19.09 13.65 9.90
  Sanlam Investment Inflation Plus B1 10.32B 5.04 8.66 6.17
  Sanlam Investment Management InflB4 10.32B 6.10 10.55 8.02
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