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Sanlam Private Wealth Balanced Fund (0P00014M0N)

Johannesburg

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2.943 +0.015 +0.52%

06:00:00 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000197927

Asset Class: Equity

Morningstar Rating:
Total Assets: 935.4M

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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	0.770	9.120	8.350
Shares	71.520	74.390	2.870
Bonds	22.510	25.000	2.490
Convertible	0.210	0.210	0.000
Preferred	0.130	0.130	0.000
Other	4.860	4.860	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.356	12.450
Price to Book	1.871	1.810
Price to Sales	1.212	1.387
Price to Cash Flow	9.860	8.769
Dividend Yield	2.835	3.587
5 Years Earnings Growth	9.148	10.417

Sector Allocation

Name	Net %	Category Average
Financial Services	20.420	22.825
Consumer Cyclical	17.380	12.426
Basic Materials	13.290	12.590
Communication Services	10.790	11.157
Healthcare	10.260	6.089
Consumer Defensive	9.870	9.458
Technology	9.600	9.635
Industrials	5.120	5.739
Real Estate	2.120	8.157
Energy	0.860	2.065
Utilities	0.310	1.120

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	15.63	-	-
Sanlam Global High Quality D USD Acc	IE00BJWHZ623	7.08	-	-
iShares MSCI World	US4642863926	6.72	170.81	-0.08%
South Africa 8.875 28-Feb-2035	ZAG000125972	6.45	93.412	+0.08%
NewGold	ZAE000060067	4.79	54,908	-0.19%
Prosus	NL0013654783	4.78	49.81	+1.59%
REPUBLIC OF SOUTH AFRICA 31/01/40 9%	ZAG000125980	3.99	-	-
Naspers	ZAE000325783	3.36	558,311	+1.43%
Standard Bank Grp	ZAE000109815	3.06	23,206	+2.23%
FirstRand Ltd	ZAE000066304	3.04	7,667	+2.35%

Top Equity Funds by Sanlam Private Wealth

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund A	13.88B	16.99	13.68	9.71
Truffle MET Flexible Fund C	13.88B	17.09	13.88	10.03
Truffle MET Flexible Fund D	13.88B	17.15	14.01	10.15
Sanlam Investment Management Inflat	10.33B	4.91	10.48	7.53
Sanlam Investment Inflation Plus B1	10.33B	4.26	9.09	6.18

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Recent Quotes

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