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Momentum Financials Fund B3 (0P0000JZEB)

Johannesburg

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6.301 +0.010 +0.18%

09/05 - Closed. Currency in ZAR ( Disclaimer )

Morningstar Rating:
Total Assets: 361.93M

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

ISIN: ZAE000099669

Asset Class: Equity

General
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Technical
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0P0000JZEB Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Financials Fund B3 (0P0000JZEB) fund. Our Momentum Financials Fund B3 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	5.220	5.260	0.040
Stocks	94.700	94.700	0.000
Bonds	0.080	0.080	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	8.295	17.558
Price to Book	1.150	2.773
Price to Sales	1.283	2.034
Price to Cash Flow	6.928	10.738
Dividend Yield	7.311	2.514
5 Years Earnings Growth	8.880	11.859

Sector Allocation

Name	Net %	Category Average
Financial Services	94.610	16.993
Real Estate	5.390	4.739

Region Allocation

North America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
FirstRand Ltd	ZAE000066304	22.83	6,710	+1.68%
Standard Bank Grp	ZAE000109815	19.83	18,524	+1.59%
Nedbank Group	ZAE000004875	9.97	23,290	-0.58%
Absa	ZAE000255915	9.06	15,218	+2.47%
Discovery Holdings	ZAE000022331	8.73	11,750	+0.43%
Momentum Money Market Fund B5	ZAE000062139	5.13	1.000	0%
Investec	GB00B17BBQ50	4.36	547.00	+0.55%
Coronation	ZAE000047353	3.49	3,281	+4.16%
Old Mutual	ZAE000255360	3.13	47.20	-1.05%
Sanlam Ltd	ZAE000070660	3.07	7,072	+0.94%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	3.72B	-1.98	11.34	8.65
Momentum Equity Fund B4 a	3.55B	0.05	7.13	5.92
Momentum Real Growth Equity Fund A	3.55B	0.25	8.00	6.77
Momentum Real Growth Equity Fund B2	3.55B	0.34	8.38	7.15
Momentum Real Growth Equity Fund B3	3.55B	0.68	9.88	8.53

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Momentum Financia.	6.301	+0.010	+0.18%