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Citadel Balanced H4 Fund B1 (0P0000SXOY)

Johannesburg

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23.957 +0.140 +0.60%

23/12 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 2.15B

Type: Fund

Market: South Africa

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

ISIN: ZAE000155370

Asset Class: Equity

General
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0P0000SXOY Holdings

Comprehensive information about top holdings and Key Holding Information for the Citadel Balanced H4 Fund B1 (0P0000SXOY) fund. Our Citadel Balanced H4 Fund B1 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	28.360	30.180	1.820
Stocks	48.170	48.170	0.000
Bonds	23.450	24.270	0.820
Other	0.020	0.020	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.825	12.376
Price to Book	2.060	1.888
Price to Sales	1.635	1.341
Price to Cash Flow	5.577	6.373
Dividend Yield	3.269	3.565
5 Years Earnings Growth	13.230	11.534

Sector Allocation

Name	Net %	Category Average
Financial Services	25.070	22.562
Communication Services	16.550	12.428
Basic Materials	13.960	14.211
Consumer Cyclical	10.640	11.594
Technology	9.520	8.357
Healthcare	7.830	6.931
Consumer Defensive	6.600	8.954
Industrials	4.330	5.969
Energy	2.910	2.363
Real Estate	2.600	8.222

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 109

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
Citadel SA Multi-Factor Equity H4 B2	-	17.11	-	-
Citadel SA Bond H4 B2	-	7.30	-	-
JPM USD Standard Mny mkt VNAV C (acc.)	LU0088277610	7.13	-	-
Vanguard USD Treasury Bond UCITS USD Accumulation	IE00BGYWFS63	7.07	23.00	0.00%
Peregrine US Bond Dollar	GG00BD72S838	5.36	-	-
iShares $ Corp Bond Acc Share Class	IE00BYXYYJ35	2.10	5.82	-0.17%
Prosus	NL0013654783	1.90	38.90	-0.97%
FirstRand Ltd	ZAE000066304	1.27	7,760	+0.58%
Microsoft	US5949181045	1.25	439.06	-0.06%
Standard Bank Grp	ZAE000109815	1.12	22,548	+0.05%

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

Name	Total Assets	YTD%	3Y%	10Y%
H4 Diversified Fund B1	7.7B	11.79	9.79	8.60
H4 Growth Fund B1	4.88B	12.60	10.16	8.54
H4 Stable Fund B1	3.78B	12.28	9.56	-
H4 Worldwide Equity Fund B1	3.3B	13.88	10.65	10.01
Citadel SA Multi-Factor Eq H4 B1	1.25B	11.55	9.19	-

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