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Discovery Cautious Balanced Fund (0P0000SX6X)

Johannesburg

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1.835 +0.010 +0.53%

23/12 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 5.53B

Type: Fund

Market: South Africa

Issuer: Discovery Life Collective Inv

ISIN: ZAE000154811

Asset Class: Equity

General
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0P0000SX6X Holdings

Comprehensive information about top holdings and Key Holding Information for the Discovery Cautious Balanced Fund (0P0000SX6X) fund. Our Discovery Cautious 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	9.790	18.720	8.930
Stocks	41.420	41.420	0.000
Bonds	43.280	43.500	0.220
Other	5.520	5.560	0.040

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.403	12.446
Price to Book	1.896	1.660
Price to Sales	1.630	1.621
Price to Cash Flow	5.338	7.077
Dividend Yield	3.076	4.003
5 Years Earnings Growth	12.328	11.205

Sector Allocation

Name	Net %	Category Average
Financial Services	22.940	21.547
Communication Services	14.250	11.018
Technology	11.760	8.992
Consumer Cyclical	11.260	10.407
Basic Materials	10.550	12.255
Real Estate	10.410	18.411
Healthcare	5.860	5.892
Industrials	5.590	6.115
Consumer Defensive	4.180	9.014
Energy	1.640	2.434
Utilities	1.570	1.328

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 61

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Investec Global Balanced (SA) I Grs USD	GG00BJ38BS84	21.16	-	-
South Africa (Republic of) 8.25%	ZAG000107004	8.10	-	-
South Africa (Republic of) 8.5%	ZAG000107012	5.46	-	-
Investec Corporate Bond Fund Z	ZAE000079976	5.26	1.010	+0.24%
South Africa (Republic of) 8.75%	ZAG000106972	4.34	-	-
Investec Property Equity Fund Z	ZAE000085551	3.99	3.595	+0.28%
Investec Global Strategy Fund US Dollar Money Fu	LU0439319624	3.49	23.633	+0.03%
ZAGOVT 8 31-Jan-2030	ZAG000106998	3.32	95.79	0.00%
South Africa (Republic of) 9%	ZAG000125980	2.63	-	-
South Africa 8.75 28-Feb-2048	ZAG000096173	2.63	79.390	0.00%

Top Equity Funds by Discovery Life Collective Inv

Name	Total Assets	YTD%	3Y%	10Y%
Discovery Balanced Fund	45B	13.32	7.87	7.73
Discovery Moderate Dynamic A	8.14B	14.00	9.43	-
Discovery Aggr Asset Optimiser A	6.3B	13.52	8.48	-
Discovery Conservative Optimiser A	2.94B	13.93	9.45	-
Discovery Global Equity Feeder Fund	2.68B	21.80	11.32	12.73

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Discovery Cautiou.	1.835	+0.010	+0.53%