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Sanlam Investment Management Medium Equity Fund A1 (0P0001D3P9)

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13.219 +0.063    +0.48%
01/08 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000256269 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.44B
Sanlam Medium Equity A1 13.219 +0.063 +0.48%

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 4.870 4.920 0.050
Shares 23.330 23.330 0.000
Bonds 71.780 71.810 0.030
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 11.754 12.549
Price to Book 2.009 1.820
Price to Sales 1.263 1.395
Price to Cash Flow 9.161 8.682
Dividend Yield 2.944 3.567
5 Years Earnings Growth 9.945 10.318

Sector Allocation

Name  Net % Category Average
Financial Services 25.700 22.667
Basic Materials 18.500 12.853
Consumer Cyclical 17.230 12.652
Technology 8.930 9.778
Consumer Defensive 8.240 9.456
Communication Services 7.290 10.825
Industrials 5.670 5.726
Healthcare 5.170 6.023
Energy 1.660 2.071
Utilities 0.880 1.099
Real Estate 0.730 8.138

Region Allocation

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

Top Holdings

Number of long holdings: 130

Number of short holdings: 2

Name ISIN Weight % Last Change %
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5% ZAG000016320 14.14 - -
REPUBLIC OF SOUTH AFRICA 31/01/40 9% ZAG000125980 11.30 - -
  South Africa 8.875 28-Feb-2035 ZAG000125972 8.59 95.394 +0.03%
  Satrix MSCI World Feeder ZAE000246104 7.81 10,604 -2.38%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25% ZAG000107004 6.66 - -
SIM SCI Institutional Global Bond Fd B2 ZAE000306916 5.34 - -
  ZAGOVT 8 31-Jan-2030 ZAG000106998 5.30 99.33 -0.13%
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5% ZAG000107012 4.38 - -
  South Africa 7 28-Feb-2031 ZAG000077470 4.37 93.395 +0.01%
Absa Ncd 9.65 02082028 - 1.77 - -

Top Equity Funds by Sanlam Investment Management (Pty) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund D 13.98B 17.15 14.01 10.15
  Truffle MET Flexible Fund A 13.98B 16.99 13.68 9.71
  Truffle MET Flexible Fund C 13.98B 17.09 13.88 10.03
  Sanlam Investment Inflation Plus B1 10.33B 4.26 9.09 6.18
  Sanlam Investment Management InflB4 10.33B 5.15 10.99 8.03
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