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Foord Balanced Fund B1 (0P0000XRM6)

Johannesburg

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79.456 +0.060 +0.08%

04/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 24.74B

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000164828

Asset Class: Equity

General
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0P0000XRM6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Foord Balanced Fund B1 (0P0000XRM6) fund. Our Foord Balanced 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	7.280	8.850	1.570
Stocks	70.490	72.590	2.100
Bonds	11.960	11.960	0.000
Convertible	2.320	2.320	0.000
Preferred	0.010	0.010	0.000
Other	7.940	7.940	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.332	12.177
Price to Book	1.695	1.849
Price to Sales	1.458	1.315
Price to Cash Flow	6.487	6.280
Dividend Yield	2.878	3.826
5 Years Earnings Growth	12.922	12.229

Sector Allocation

Name	Net %	Category Average
Communication Services	17.860	12.417
Consumer Defensive	12.860	9.290
Healthcare	12.140	7.107
Consumer Cyclical	11.460	11.303
Basic Materials	10.400	14.744
Financial Services	9.910	22.010
Industrials	9.020	5.979
Real Estate	5.960	8.075
Energy	4.530	2.497
Technology	3.730	8.414
Utilities	2.140	0.988

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 63

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Foord SICAV Foord International Fund B	LU0914416242	17.11	50.840	+0.27%
Foord Global Equity Class X	SGXZ22939185	12.68	-	-
Prosus	NL0013654783	7.84	39.84	+2.11%
Foord Global Equity (Lux) X Cap	LU0914416838	5.37	-	-
NewGold Debentures	ZAE000060067	3.59	44,371	-0.68%
Aspen Pharmacare Holdings	ZAE000066692	3.38	18,115	+0.17%
Anheuser Busch Inbev	BE0974293251	3.35	53.96	0.00%
FirstRand Ltd	ZAE000066304	2.73	7,736	-0.06%
Nedgroup Investments Corporate Money Market Fund C	ZAE000167912	2.53	1.000	0%
Foord Inflation Link Income B	ZAE000338307	2.40	-	-

Top Equity Funds by Foord Unit Trusts

Name	Total Assets	YTD%	3Y%	10Y%
Foord Balanced Fund A	24.74B	11.49	10.31	7.37
Foord Balanced Fund B3	24.74B	11.69	10.86	7.94
Foord Balanced Fund B4	24.74B	11.17	10.16	7.34
Foord Balanced Fund B	24.74B	12.09	11.41	8.55
Foord Balanced Fund B2	24.74B	11.86	10.80	7.85

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Recent Quotes

Name	Price	Chg.	Chg. %
Foord Balanced Fu.	79.456	+0.060	+0.08%
PriorNilsson Yiel.	1,391.950	+0.560	+0.04%
AZ Fund 1 - AZ Bo.	5.785	-0.003	-0.05%