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Discovery Cautious Balanced Fund (0P0000SX6X)

Johannesburg

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1.805 -0.006 -0.30%

24/03 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 5.36B

Type: Fund

Market: South Africa

Issuer: Discovery Life Collective Inv

ISIN: ZAE000154811

Asset Class: Equity

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0P0000SX6X Overview

Find basic information about the Discovery Cautious Balanced Fund 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 0P0000SX6X MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.38%

Prev. Close1.811

Risk Rating

TTM Yield3.64%

ROE19.97%

IssuerDiscovery Life Collective Inv

TurnoverN/A

ROA8.74%

Inception DateMar 07, 2011

Total Assets5.36B

Expenses1.85%

Min. Investment40,000

Market Cap833.71B

CategoryZAR/NAD Cautious Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	998	1010	1121	1221	1451	1966
Fund Return	-0.19%	1.02%	12.11%	6.89%	7.74%	6.99%
Place in category	521	453	225	409	326	137
% in Category	99	87	41	97	83	59

Top Equity Funds by Discovery Life Collective Inv

Name	Total Assets	YTD%	3Y%	10Y%
Discovery Balanced Fund	44.7B	-0.57	6.81	7.09
Discovery Moderate Dynamic A	8.51B	14.82	8.30	-
Discovery Aggr Asset Optimiser A	6.82B	14.36	7.28	-
Discovery Conservative Optimiser A	3B	14.62	8.43	-
Discovery Global Equity Feeder Fund	2.64B	-0.97	15.12	12.30

Top Funds for ZAR/NAD Cautious Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Stable Fund A	54.21B	1.34	8.94	8.47
Allan Gray Stable Fund C	54.21B	1.00	9.73	8.66
Allan Gray Stable Fund X	54.21B	11.61	10.67	-
Coronation Balanced Defensive Fund	31.86B	1.86	10.51	8.08
Coronation Balanced Defensive FundD	31.86B	1.83	10.32	7.90

Top Holdings

Name	ISIN	Weight %	Last	Change %
Investec Global Balanced (SA) I Grs USD	GG00BJ38BS84	20.92	-	-
South Africa (Republic of) 8.25%	ZAG000107004	8.67	-	-
Investec Global Strategy Fund US Dollar Money Fu	LU0439319624	7.36	23.875	+0.03%
South Africa (Republic of) 8.5%	ZAG000107012	5.57	-	-
Investec Corporate Bond Fund Z	ZAE000079976	5.31	0.996	0.01%

Technical Summary

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

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