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Sanlam Investment Management Medium Equity Fund A1 (0P0001D3P9)

Johannesburg

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13.283 +0.025 +0.19%

04/06 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000256269

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.47B

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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	6.900	6.910	0.010
Shares	25.030	25.030	0.000
Bonds	68.060	68.060	0.000
Other	0.010	0.010	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.291	12.320
Price to Book	1.975	1.789
Price to Sales	1.246	1.370
Price to Cash Flow	9.011	8.718
Dividend Yield	3.202	3.604
5 Years Earnings Growth	9.950	10.433

Sector Allocation

Name	Net %	Category Average
Financial Services	27.510	22.974
Basic Materials	14.810	12.644
Communication Services	13.550	11.316
Consumer Cyclical	13.200	12.159
Technology	9.230	9.529
Consumer Defensive	7.630	9.374
Industrials	5.910	5.687
Healthcare	5.300	6.159
Energy	1.410	2.087
Utilities	0.800	1.127
Real Estate	0.660	8.218

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 122

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	13.73	-	-
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	13.19	-	-
South Africa 8.875 28-Feb-2035	ZAG000125972	10.20	93.147	+0.00%
Satrix MSCI World Feeder	ZAE000246104	7.84	10,146	+0.35%
ZAGOVT 8 31-Jan-2030	ZAG000106998	5.51	97.89	+0.35%
SIM Institutional Global Bond B2	ZAE000306916	5.06	-	-
REPUBLIC OF SOUTH AFRICA 07/12/33 3.45%	ZAG000019944	4.91	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	4.75	-	-
South Africa 7 28-Feb-2031	ZAG000077470	4.28	90.775	0.00%
ZAGOVT 6.25 31-Mar-2036	ZAG000030404	2.59	73.70	+0.72%

Top Equity Funds by Sanlam Collective Investments

Name	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 Management InflB4	10.4B	3.25	9.35	7.87
Sanlam Investment Management InflB6	10.4B	3.35	9.64	8.14

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