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Sanlam Investment Management General Equity Fund B5 (0P0000JZII)

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335.944 -2.930    -0.86%
12/11 - Delayed Data. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 8.64B
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000121836 
Asset Class:  Equity
Sanlam Investment Management General Equity Fund B 335.944 -2.930 -0.86%

0P0000JZII Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management General Equity Fund B (0P0000JZII) fund. Our Sanlam Investment Management General Equity Fund B 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 1.970 4.350 2.380
Stocks 98.030 98.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.283 10.425
Price to Book 1.711 1.598
Price to Sales 0.923 1.087
Price to Cash Flow 3.552 4.856
Dividend Yield 3.505 4.190
5 Years Earnings Growth 13.935 12.715

Sector Allocation

Name  Net % Category Average
Financial Services 30.620 27.663
Basic Materials 20.660 20.192
Consumer Cyclical 16.340 12.257
Communication Services 15.440 15.674
Consumer Defensive 7.520 10.128
Industrials 5.610 4.707
Healthcare 3.060 4.432
Technology 0.740 4.191
Energy 0.020 2.489

Region Allocation

  • North America
  • Europe Developed
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 69

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Naspers ZAE000325783 9.87 410,774 -0.15%
  FirstRand Ltd ZAE000066304 6.55 7,730 -0.40%
  Standard Bank Grp ZAE000109815 5.14 24,199 +0.14%
  Gold Fields ZAE000018123 4.41 25,173 +1.23%
  Prosus NL0013654783 4.21 37.60 -1.90%
  Capitec Bank ZAE000035861 3.86 326,845 -0.70%
  Anglo American GB00B1XZS820 3.67 2,220.0 -4.58%
  British American Tobacco GB0002875804 3.21 2,756.0 +0.58%
  AngloGold Ashanti ADR GB00BRXH2664 2.89 24.63 -1.91%
  Shoprite Holdings ZAE000012084 2.80 30,631 -0.66%

Top Equity Funds by Sanlam Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund D 11.5B 11.30 8.66 9.74
  Truffle MET Flexible Fund E 11.5B 11.40 8.78 9.83
  Truffle MET Flexible Fund A 11.5B 11.03 8.34 9.27
  Truffle Sanlam Collect Inv Flex C2 11.5B 11.19 8.53 9.62
  Truffle MET Flexible Fund C 11.5B 11.19 8.53 9.61
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