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Satrix Low Equity Balanced Index Fund B2 (0P00013W0Q)

Johannesburg

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14.914 +0.007 +0.05%

24/10 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

ISIN: ZAE000189387

Asset Class: Equity

Morningstar Rating:
Total Assets: 4B

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0P00013W0Q Holdings

Comprehensive information about top holdings and Key Holding Information for the Satrix Low Equity Balanced Index Fund B2 (0P00013W0Q) fund. Our Satrix Low Equity Balanced Index Fund B2 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	7.400	7.440	0.040
Shares	39.650	39.650	0.000
Bonds	52.900	52.900	0.000
Other	0.040	0.040	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.150	12.532
Price to Book	1.947	1.678
Price to Sales	1.812	1.661
Price to Cash Flow	9.286	8.870
Dividend Yield	3.848	4.062
5 Years Earnings Growth	9.155	9.872

Sector Allocation

Name	Net %	Category Average
Financial Services	18.870	21.250
Real Estate	11.890	20.262
Technology	11.200	9.128
Communication Services	10.140	9.725
Consumer Cyclical	8.770	11.808
Utilities	7.900	1.273
Basic Materials	7.880	12.446
Industrials	6.670	6.126
Consumer Defensive	6.030	8.812
Healthcare	5.690	5.383
Energy	4.970	2.234

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 73

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
SIM Enhanced Yield B4	ZAE000242723	10.57	-	-
Satrix MSCI World Feeder	ZAE000246104	10.33	11,075	+0.53%
South Africa 8.75 28-Feb-2048	ZAG000096173	5.30	88.840	+0.43%
ZAGOVT 8 31-Jan-2030	ZAG000106998	5.24	101.09	-0.04%
REPUBLIC OF SOUTH AFRICA 21/12/27 10.5%	ZAG000016320	5.22	-	-
iShares Global Infrastructure UCITS	IE00B1FZS467	4.95	2,689.5	-0.37%
South Africa 8.875 28-Feb-2035	ZAG000125972	4.76	99.803	0.00%
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	4.66	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	4.22	-	-
iShares Developed Markets Property Yield UCITS USD	IE00BFM6T921	3.72	6.17	-0.10%

Top Equity Funds by Satrix Managers (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Satrix MSCI World Equity Index FeA1	28B	6.19	18.82	13.84
Satrix MSCI World Equity Index FeA2	28B	6.45	19.29	14.15
Satrix MSCI World Equity Index FeB1	28B	6.24	19.06	14.12
Satrix MSCI World Equity Index FeB2	28B	6.44	19.27	14.32
Satrix MSCI World Equity Index FeeC	28B	6.60	19.61	14.52

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