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Sanlam Investment Management Balanced Fund B (0P0000JZLI)

Johannesburg

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95.500 +0.230 +0.24%

30/04 - Delayed Data. Currency in ZAR ( Disclaimer )

Morningstar Rating:
Total Assets: 7.09B

Type: Fund

Market: South Africa

Issuer: Sanlam Collective Investments

ISIN: ZAE000031472

Asset Class: Equity

General
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0P0000JZLI Holdings

Comprehensive information about top holdings and Key Holding Information for the Sanlam Investment Management Balanced Fund B (0P0000JZLI) fund. Our Sanlam Investment Management Balanced Fund B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	13.030	15.290	2.260
Stocks	42.720	43.770	1.050
Bonds	42.130	42.620	0.490
Other	2.120	2.120	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.604	11.553
Price to Book	1.329	1.696
Price to Sales	1.001	1.207
Price to Cash Flow	6.049	7.152
Dividend Yield	5.241	4.322
5 Years Earnings Growth	12.013	11.042

Sector Allocation

Name	Net %	Category Average
Financial Services	23.770	20.888
Basic Materials	19.280	15.097
Communication Services	16.530	12.721
Real Estate	9.960	7.952
Consumer Cyclical	9.250	10.965
Consumer Defensive	8.970	10.420
Healthcare	3.970	7.155
Industrials	3.120	6.110
Utilities	2.340	0.909
Technology	1.730	8.116
Energy	1.080	2.813

Region Allocation

Equities

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 184

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
Firstrand 0 23012029	-	8.60	-	-
Satrix Smartcore Index C	ZAE000271201	6.90	-	-
Standard Bank Eln 06012025	-	5.27	-	-
Sbsa Ndduwi Eln 29092027	-	4.65	-	-
Sanlam Real Assets SI USD Acc	IE00BG7P3228	3.81	-	-
Sanlam Global Emerg Mkts D2 USD Acc	IE00BZCD4987	3.29	-	-
Naspers Ltd	ZAE000015889	2.79	-	-
REPUBLIC OF SOUTH AFRICA 31/01/37 8.5%	ZAG000107012	2.65	-	-
REPUBLIC OF SOUTH AFRICA 31/03/32 8.25%	ZAG000107004	2.34	-	-
SIM Property B2	ZAE000094439	2.19	-	-

Top Equity Funds by Sanlam Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Sanlam Investment Management InflB9	12.61B	-1.47	6.13	8.18
Sanlam Investment Management Bal B9	12.33B	3.81	2.91	8.00
Sanlam Investment Inflation Plus B1	11.73B	0.36	5.50	5.83
Sanlam Investment Management InflB4	11.73B	0.78	7.33	7.67
Sanlam Investment Management InflB6	11.73B	0.85	7.61	7.90

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Sanlam Investment.	95.500	+0.230	+0.24%