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Momentum Equity Fund B5 (0P0000US85)

Johannesburg

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3.624 +0.020 +0.57%

24/12 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 3.82B

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

ISIN: ZAE000160065

Asset Class: Equity

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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	2.940	2.940
Stocks	91.390	91.390
Other	5.670	5.670

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	11.266	10.628
Price to Book	1.791	1.630
Price to Sales	1.137	1.105
Price to Cash Flow	5.013	4.893
Dividend Yield	3.691	3.991
5 Years Earnings Growth	11.986	12.439

Sector Allocation

Name	Net %	Category Average
Financial Services	30.380	28.070
Consumer Cyclical	18.920	12.324
Basic Materials	14.470	19.717
Communication Services	13.110	15.806
Consumer Defensive	10.180	10.223
Technology	3.230	4.186
Real Estate	2.860	2.798
Industrials	2.760	4.694
Healthcare	2.740	4.197
Energy	1.340	2.507

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 176

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
FirstRand Ltd	ZAE000066304	5.63	7,760	+0.58%
Naspers	ZAE000325783	4.30	427,500	-0.37%
Prosus	NL0013654783	4.07	38.90	-0.97%
Standard Bank Grp	ZAE000109815	4.07	22,548	+0.05%
Nedbank Group	ZAE000004875	2.95	28,289	-0.56%
Curate Momentum Equity C	ZAE000337275	2.64	-	-
Capitec Bank	ZAE000035861	2.59	316,700	-0.32%
Steyn Capital Global EM A USD Acc	IE000X64JUT7	2.55	-	-
Anglo American	GB00B1XZS820	2.52	2,381.5	+2.08%
Shoprite Holdings	ZAE000012084	2.15	30,229	+0.20%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.02B	14.00	12.02	9.39
Momentum Real Growth Equity Fund A	3.82B	14.82	9.36	6.94
Momentum Real Growth Equity Fund B2	3.82B	15.20	9.75	7.32
Momentum Real Growth Equity Fund B3	3.82B	16.74	11.30	8.75
Momentum Real Growth Equity Fund B7	3.82B	15.64	10.19	7.74

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Momentum Real Gro.	3.624	+0.020	+0.57%