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Perpetua Sanlam Collective Investments Balanced Fund A1 (0P00015QEY)

Johannesburg

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1.370 -0.004 -0.30%

19/02 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 194.69M

Type: Fund

Market: South Africa

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 Change9.52%

Prev. Close1.374

Risk Rating

TTM Yield3.96%

ROE12.06%

IssuerN/A

TurnoverN/A

ROA3.38%

Inception DateSep 19, 2014

Total Assets194.69M

Expenses0.79%

Min. Investment5,000

Market Cap357.48B

CategoryZAR/NAD Moderate Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1105	996	1105	1270	1602	1853
Fund Return	10.46%	-0.41%	10.46%	8.3%	9.89%	6.36%
Place in category	417	471	417	218	161	196
% in Category	90	98	90	50	41	86

Top Equity Funds by Perpetua Investment Managers

Name	Total Assets	YTD%	3Y%	10Y%
Truffle MET Flexible Fund E	12.02B	12.38	8.48	9.59
Truffle MET Flexible Fund D	12.39B	12.25	8.36	9.50
Truffle MET Flexible Fund A	12.39B	11.93	8.05	9.03
Truffle MET Flexible Fund C	12.39B	12.12	8.23	9.37
Sanlam Investment Management InflB4	10.49B	0.85	8.38	8.04

Top Funds for ZAR/NAD Moderate Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Investec Opportunity Fund C	88.12B	1.65	9.19	7.32
Investec Opportunity Fund Z	88.12B	1.92	12.07	10.21
Investec Opportunity Fund B	88.12B	1.72	10.13	8.31
Investec Opportunity Fund A	88.12B	1.72	10.13	8.31
Investec Opportunity Fund H	88.12B	1.75	10.63	8.80

Top Holdings

Name	ISIN	Weight %	Last	Change %
Nedgroup Investments Core Income Fund C10	ZAE000167904	13.36	1.004	0%
Perpetua Global Equity UCITS B USD Acc	IE00BG1D0T84	11.39	-	-
Absa	ZAE000255915	5.09	18,529	-1.42%
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	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Perpetua Sanlam C.	1.370	-0.004	-0.30%