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Discovery Moderate Balanced Fund (0P0000IR39)

Johannesburg

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2.010 -0.001 -0.03%

24/01 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 2.62B

Type: Fund

Market: South Africa

Issuer: Discovery Life Collective Inv

ISIN: ZAE000107496

Asset Class: Equity

General
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0P0000IR39 Holdings

Comprehensive information about top holdings and Key Holding Information for the Discovery Moderate Balanced Fund (0P0000IR39) fund. Our Discovery Moderate 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	7.070	17.330	10.260
Stocks	53.100	53.100	0.000
Bonds	28.040	28.200	0.160
Other	11.790	11.830	0.040

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.123	12.480
Price to Book	1.934	1.815
Price to Sales	1.729	1.388
Price to Cash Flow	4.401	7.247
Dividend Yield	3.076	3.601
5 Years Earnings Growth	12.317	11.161

Sector Allocation

Name	Net %	Category Average
Financial Services	27.740	22.493
Communication Services	16.870	12.144
Consumer Cyclical	12.460	10.995
Technology	9.690	9.500
Basic Materials	9.260	12.723
Real Estate	8.520	8.458
Industrials	5.230	5.806
Healthcare	4.270	6.590
Consumer Defensive	3.650	9.231
Utilities	1.190	1.118
Energy	1.110	2.174

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Investec Global Balanced (SA) I Grs USD	GG00BJ38BS84	20.66	-	-
Global Equity (SA) I USD Acc	GG00BNTCGS72	9.36	-	-
South Africa (Republic of) 8.25%	ZAG000107004	5.56	-	-
Naspers	ZAE000325783	4.33	375,972	+1.62%
Investec Property Equity Fund Z	ZAE000085551	4.14	3.335	+0.41%
South Africa (Republic of) 8.5%	ZAG000107012	3.82	-	-
Investec Corporate Bond Fund Z	ZAE000079976	3.36	0.994	0%
South Africa (Republic of) 8.75%	ZAG000106972	2.99	-	-
Ninety One GSF Glb Equity I Acc USD	LU0440695715	2.85	-	-
ZAGOVT 8 31-Jan-2030	ZAG000106998	2.26	96.06	+0.16%

Top Equity Funds by Discovery Life Collective Inv

Name	Total Assets	YTD%	3Y%	10Y%
Discovery Balanced Fund	45.23B	15.00	6.94	7.76
Discovery Moderate Dynamic A	8.26B	14.82	8.30	-
Discovery Aggr Asset Optimiser A	6.42B	14.36	7.28	-
Discovery Cautious Balanced Fund	5.55B	13.10	6.49	7.44
Discovery Conservative Optimiser A	2.99B	14.62	8.43	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Discovery Moderat.	2.010	-0.001	-0.03%