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Momentum Small/mid-cap Fund B1 (0P0000IR7X)

Johannesburg

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14.757 -0.010 -0.06%

30/10 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 174.14M

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

ISIN: ZAE000037685

Asset Class: Equity

General
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0P0000IR7X Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Small/Mid-Cap Fund B1 (0P0000IR7X) fund. Our Momentum Small/Mid-Cap 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	6.860	6.950	0.090
Stocks	88.190	88.190	0.000
Bonds	4.950	4.950	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	7.559	8.677
Price to Book	1.023	1.280
Price to Sales	0.440	0.484
Price to Cash Flow	5.088	5.590
Dividend Yield	6.690	4.845
5 Years Earnings Growth	14.185	12.198

Sector Allocation

Name	Net %	Category Average
Consumer Defensive	27.290	16.130
Consumer Cyclical	17.840	26.366
Industrials	17.090	25.036
Healthcare	13.360	8.915
Financial Services	8.920	13.249
Real Estate	6.940	7.671
Technology	5.190	5.661
Basic Materials	2.690	6.700
Energy	0.670	0.984

Region Allocation

Equities

Europe Developed
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 33

Number of short holdings: 14

Name	ISIN	Weight %	Last	Change %
Momentum Money Market Fund B5	ZAE000062139	11.69	1.000	0%
Tiger Brands	ZAE000071080	6.21	23,756	-0.55%
Netcare	ZAE000011953	6.18	1,476	+0.41%
Libstar	ZAE000250239	5.97	440	+4.76%
Zeda Ltd	ZAE000315768	5.88	1,446.00	+0.07%
Premier	ZAE000320321	5.53	10,962.00	-0.25%
Kap Industrial	ZAE000171963	4.67	333	-1.48%
Jse	ZAE000079711	4.61	12,418	-1.46%
Karooooo	SGXZ19450089	4.48	41.00	-0.10%
Oceana	ZAE000025284	4.43	6,910	+3.52%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.02B	15.47	14.42	9.71
Momentum Real Growth Equity Fund A	3.87B	14.99	11.33	7.57
Momentum Real Growth Equity Fund B2	3.87B	15.28	11.72	7.94
Momentum Real Growth Equity Fund B3	3.87B	16.49	13.28	9.36
Momentum Real Growth Equity Fund B5	3.87B	15.24	11.66	7.88

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Momentum Small/Mi.	14.757	-0.010	-0.06%