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Foord Balanced Fund B1 (0P0000XRM6)

Johannesburg

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79.960 -0.030 -0.04%

07:00:00 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 24.77B

Type: Fund

Market: South Africa

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

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.332	12.248
Price to Book	1.695	1.860
Price to Sales	1.458	1.322
Price to Cash Flow	6.487	6.287
Dividend Yield	2.878	3.767
5 Years Earnings Growth	12.922	12.208

Sector Allocation

Name	Net %	Category Average
Communication Services	17.860	12.408
Consumer Defensive	12.860	9.146
Healthcare	12.140	7.080
Consumer Cyclical	11.460	11.372
Basic Materials	10.400	14.650
Financial Services	9.910	22.099
Industrials	9.020	5.975
Real Estate	5.960	8.158
Energy	4.530	2.440
Technology	3.730	8.470
Utilities	2.140	0.993

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	49.031	-0.01%
Foord Global Equity Class X	SGXZ22939185	12.68	-	-
Prosus	NL0013654783	7.84	38.15	+0.47%
Foord Global Equity (Lux) X Cap	LU0914416838	5.37	-	-
NewGold Debentures	ZAE000060067	3.59	44,242	-2.24%
Aspen Pharmacare Holdings	ZAE000066692	3.38	16,731	-1.62%
Anheuser Busch Inbev	BE0974293251	3.35	52.78	+0.38%
FirstRand Ltd	ZAE000066304	2.73	7,765	-0.35%
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 B4	24.77B	11.17	10.16	7.34
Foord Balanced Fund B	24.77B	12.09	11.41	8.55
Foord Balanced Fund B2	24.77B	11.86	10.80	7.85
Foord Balanced Fund B3	24.77B	11.69	10.86	7.94
Foord Balanced Fund A	24.77B	10.54	9.37	7.22

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Foord Balanced Fu.	79.960	-0.030	-0.04%