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Momentum Equity Fund B5 (0P0000US85)

Johannesburg

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3.596 +0.010 +0.33%

04/11 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 3.85B

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

ISIN: ZAE000160065

Asset Class: Equity

General
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0P0000US85 Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Real Growth Equity Fund B5 (0P0000US85) fund. Our Momentum Real Growth Equity Fund B5 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	2.950	2.950
Stocks	93.860	93.860
Other	3.190	3.190

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	8.240	10.403
Price to Book	1.687	1.591
Price to Sales	1.009	1.082
Price to Cash Flow	4.754	4.833
Dividend Yield	5.084	4.246
5 Years Earnings Growth	11.181	12.790

Sector Allocation

Name	Net %	Category Average
Financial Services	30.000	27.646
Consumer Cyclical	19.360	12.178
Basic Materials	16.330	20.307
Communication Services	11.790	15.610
Consumer Defensive	9.490	10.157
Technology	3.630	4.239
Healthcare	2.800	4.443
Industrials	2.710	4.697
Energy	2.010	2.487
Real Estate	1.840	2.638
Utilities	0.030	0.501

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 169

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
FirstRand Ltd	ZAE000066304	6.14	7,798	+0.74%
Standard Bank Grp	ZAE000109815	3.87	24,909	+0.33%
Naspers	ZAE000325783	3.56	421,694	+0.88%
Prosus	NL0013654783	3.36	39.01	-0.81%
Anglo American	GB00B1XZS820	3.22	2,390.5	-0.23%
Nedbank Group	ZAE000004875	2.78	30,487	+0.61%
Steyn Capital Global EM A USD Acc	IE000X64JUT7	2.69	-	-
Gold Fields	ZAE000018123	2.34	28,437	-0.36%
Shoprite Holdings	ZAE000012084	2.25	30,328	+0.01%
AngloGold Ashanti ADR	GB00BRXH2664	2.22	27.14	-0.55%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4B	15.47	14.42	9.71
Momentum Equity Fund B4 a	3.85B	14.30	10.44	6.71
Momentum Real Growth Equity Fund A	3.85B	14.99	11.33	7.57
Momentum Real Growth Equity Fund B2	3.85B	15.28	11.72	7.94
Momentum Real Growth Equity Fund B3	3.85B	16.49	13.28	9.36

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