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Satrix Balanced Index Fund C (0P0000ZSRQ)

Johannesburg

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18.206 -0.150 -0.79%

10/03 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 12.72B

Type: Fund

Market: South Africa

Issuer: Satrix Managers (Pty) Limited

ISIN: ZAE000181855

Asset Class: Equity

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0P0000ZSRQ Overview

Find basic information about the Satrix Balanced Index Fund C 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 0P0000ZSRQ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change10.82%

Prev. Close18.351

Risk Rating

TTM Yield4.04%

ROE19.50%

IssuerSatrix Managers (Pty) Limited

TurnoverN/A

ROA7.40%

Inception DateOct 21, 2013

Total Assets12.72B

Expenses0.12%

Min. Investment1,000

Market Cap594.5B

CategoryZAR/NAD Aggressive Allocation

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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	1041	1177	1349	1769	2344
Fund Return	2.14%	4.12%	17.66%	10.49%	12.09%	8.89%
Place in category	79	138	101	140	68	34
% in Category	12	23	15	27	14	16

Top Equity Funds by Satrix Managers (Pty) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Satrix MSCI World Equity Index FeA1	22.77B	2.37	16.43	14.76
Satrix MSCI World Equity Index FeA2	22.77B	2.40	16.85	15.05
Satrix MSCI World Equity Index FeB1	22.77B	2.37	16.71	15.06
Satrix MSCI World Equity Index FeB2	22.77B	2.40	16.89	15.24
Satrix MSCI World Equity Index FeeC	22.77B	2.42	17.20	15.44

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	205.81B	1.51	10.92	8.78
Allan Gray Balanced Fund A	205.81B	2.09	10.26	8.54
Allan Gray Balanced Fund X	205.81B	11.48	11.75	-
Coronation Balanced Plus Fund A	123.97B	1.99	10.14	7.99
Coronation Balanced Plus Fund D	123.97B	2.04	10.45	8.30

Top Holdings

Name	ISIN	Weight %	Last	Change %
Satrix MSCI World Feeder	ZAE000246104	16.49	9,530	-1.62%
Satrix Bond Index Fund C	ZAE000181756	14.32	9.656	+0.51%
Satrix MSCI World Equity Index Feeder Fund C	ZAE000181889	8.00	46.750	-2.12%
Satrix Emerging Mkts Eq Trkr I USD Acc	IE00B8314924	4.85	-	-
iShares Global Infrastructure UCITS	IE00B1FZS467	4.83	2,548.5	-1.20%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Satrix Balanced I.	18.206	-0.150	-0.79%