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Sanlam Private Wealth Balanced Fund (0P00014M0N)

Johannesburg

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2.911 +0.006 +0.20%

18/06 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000197927

Asset Class: Equity

Morningstar Rating:
Total Assets: 934.02M

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0P00014M0N Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Private Wealth Balanced Fund (0P00014M0N) fund. Our Sanlam Private Wealth Balanced Fund 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	1.060	8.870	7.810
Shares	70.960	73.670	2.710
Bonds	23.440	26.060	2.620
Convertible	0.210	0.210	0.000
Preferred	0.120	0.120	0.000
Other	4.200	4.210	0.010

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.479	12.335
Price to Book	1.898	1.789
Price to Sales	1.346	1.374
Price to Cash Flow	9.451	8.710
Dividend Yield	3.141	3.605
5 Years Earnings Growth	10.661	10.394

Sector Allocation

Name	Net %	Category Average
Financial Services	20.420	22.943
Communication Services	16.410	11.262
Consumer Cyclical	12.980	12.188
Basic Materials	12.530	12.656
Consumer Defensive	11.440	9.421
Technology	9.740	9.512
Healthcare	7.550	6.146
Industrials	5.560	5.680
Real Estate	2.230	8.265
Energy	0.850	2.076
Utilities	0.300	1.125

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Sanlam Private Wealth Glb Bal B USD Acc	IE00BSTLNN31	15.98	-	-
Sanlam Global High Quality D USD Acc	IE00BJWHZ623	6.92	-	-
South Africa 8.875 28-Feb-2035	ZAG000125972	6.80	92.378	+0.00%
iShares MSCI World	US4642863926	6.29	163.68	+0.02%
Prosus	NL0013654783	5.40	46.82	+0.43%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	4.27	-	-
NewGold	ZAE000060067	4.14	56,335	+0.49%
FirstRand Ltd	ZAE000066304	3.25	7,226	+0.56%
Naspers	ZAE000325783	3.14	534,458	+0.27%
Standard Bank Grp	ZAE000109815	2.87	22,698	-0.04%

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	13.47B	14.39	10.74	9.36
Truffle MET Flexible Fund C	13.47B	14.47	10.93	9.68
Truffle MET Flexible Fund D	13.42B	6.12	10.08	9.22
Sanlam Investment Inflation Plus B1	10.35B	3.47	7.77	6.08
Sanlam Investment Management InflB4	10.35B	4.20	9.64	7.93

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	Sanlam Private We.	2.911	+0.006	+0.20%