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Perpetua Sanlam Collective Investments Balanced Fund A1 (0P00015QEY)

Johannesburg

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1.368 +0.003 +0.24%

01:00:00 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 191.15M

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000195996

Asset Class: Equity

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0P00015QEY Overview

Find basic information about the Perpetua Sanlam Collective Investments Balanced Fund A1 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00015QEY MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change9.43%

Prev. Close1.365

Risk Rating

TTM Yield3.78%

ROE12.06%

IssuerSanlam Collective Investments

TurnoverN/A

ROA3.38%

Inception DateSep 19, 2014

Total Assets191.15M

Expenses0.79%

Min. Investment5,000

Market Cap357.48B

CategoryZAR/NAD Moderate Allocation

What is your sentiment on Perpetua Sanlam Collective Investments Balanced Fu?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1021	1023	1126	1340	1757	1857
Fund Return	2.07%	2.28%	12.6%	10.24%	11.94%	6.38%
Place in category	59	121	289	103	48	190
% in Category	8	19	62	20	11	80

Top Equity Funds by Perpetua Investment Managers

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund D	12.54B	3.36	8.41	9.05
Truffle MET Flexible Fund A	12.54B	3.31	8.10	8.60
Truffle MET Flexible Fund C	12.54B	3.34	8.28	8.93
Sanlam Investment Management InflB4	10.33B	1.01	8.39	7.89
Sanlam Investment Inflation Plus B1	10.33B	0.73	6.55	6.04

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund C	86.79B	2.14	9.79	7.25
Investec Opportunity Fund Z	86.79B	2.66	12.72	10.13
Investec Opportunity Fund B	86.79B	2.26	10.74	8.23
Investec Opportunity Fund J	86.79B	2.49	11.60	8.95
Investec Opportunity Fund G	86.79B	2.39	10.89	8.25

Top Holdings

Name	ISIN	Weight %	Last	Change %
Nedgroup Investments Core Income Fund C10	ZAE000167904	13.36	1.000	-0.70%
Perpetua Global Equity UCITS B USD Acc	IE00BG1D0T84	11.39	-	-
Absa	ZAE000255915	5.09	17,872	+0.98%
United States Treasury Notes 1.25%	-	4.98	-	-
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875%	ZAG000125972	4.08	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Buy	Buy
Technical Indicators	Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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