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Citadel Balanced H4 Fund B1 (0P0000SXOY)

Johannesburg

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24.476 -0.080 -0.32%

27/02 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 2.17B

Type: Fund

Market: South Africa

Issuer: H4 Collective Investments (RF) (Pty)Ltd

ISIN: ZAE000155370

Asset Class: Equity

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0P0000SXOY Overview

Find basic information about the Citadel Balanced H4 Fund B1 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000SXOY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change6.31%

Prev. Close24.555

Risk Rating

TTM Yield3.11%

ROE20.69%

IssuerH4 Collective Investments (RF) (Pty)Ltd

TurnoverN/A

ROA8.49%

Inception DateApr 01, 2011

Total Assets2.17B

Expenses1.55%

Min. InvestmentN/A

Market Cap1,136.44B

CategoryZAR/NAD Aggressive Allocation

What is your sentiment on Citadel Balanced H4 Fund B1?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1019	1043	1110	1337	1580	2042
Fund Return	1.93%	4.35%	10.96%	10.17%	9.58%	7.4%
Place in category	109	115	577	171	319	122
% in Category	16	19	95	32	72	55

Top Equity Funds by H4 Collective Investments (RF) (Pty)Ltd

Name	Total Assets	YTD%	3Y%	10Y%
H4 Diversified Fund B1	8.1B	2.11	10.01	8.71
H4 Growth Fund B1	5.04B	2.03	11.94	8.80
H4 Stable Fund B1	3.92B	1.38	9.90	-
H4 Worldwide Equity Fund B1	3.45B	2.54	12.45	10.37
Citadel Global Equity H4 Fund of B1	1.26B	2.53	14.15	13.14

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund A	205.14B	1.50	10.74	8.60
Allan Gray Balanced Fund C	205.14B	1.51	10.92	8.78
Allan Gray Balanced Fund X	205.14B	11.48	11.75	-
Coronation Balanced Plus Fund A	125.85B	2.16	10.53	8.32
Coronation Balanced Plus Fund D	125.85B	2.19	10.85	8.63

Top Holdings

Name	ISIN	Weight %	Last	Change %
Citadel SA Multi-Factor Equity H4 B2	-	16.88	-	-
Peregrine US Bond Dollar	GG00BD72S838	9.69	-	-
Citadel SA Bond H4 B2	-	7.17	-	-
Vanguard USD Treasury Bond UCITS USD Accumulation	IE00BGYWFS63	7.08	23.62	+0.47%
Peregrine US Mgd Vol Eq Z USD Dis	GG00BDCSCM83	6.02	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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