Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.240 | 14.040 | 11.800 |
Stocks | 60.370 | 60.370 | 0.000 |
Bonds | 35.770 | 36.440 | 0.670 |
Other | 1.620 | 1.620 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.179 | 12.412 |
Price to Book | 1.773 | 1.809 |
Price to Sales | 1.417 | 1.382 |
Price to Cash Flow | 9.866 | 7.776 |
Dividend Yield | 3.559 | 3.628 |
5 Years Earnings Growth | 9.635 | 10.944 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.800 | 22.671 |
Basic Materials | 12.990 | 12.450 |
Communication Services | 12.620 | 12.141 |
Real Estate | 11.150 | 8.508 |
Consumer Cyclical | 10.010 | 11.152 |
Technology | 9.190 | 9.563 |
Consumer Defensive | 8.970 | 9.224 |
Healthcare | 4.950 | 6.480 |
Industrials | 4.290 | 5.783 |
Energy | 1.320 | 2.146 |
Utilities | 0.710 | 1.122 |
Number of long holdings: 210
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fecrmbjsc4zh0037zarusd20250319 | - | 8.76 | - | - | |
Ninety One Money Market Z | ZAE000242848 | 7.91 | - | - | |
Sygnia Enhanced Income A | ZAE000266565 | 6.87 | - | - | |
Investec Gilt Fund Z | ZAE000065231 | 5.49 | 1.993 | +0.40% | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 5.03 | 111.24 | +0.02% | |
Sygnia All Bond Index Fund A | ZAE000201513 | 4.29 | 0.898 | +0.39% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 4.09 | 639.31 | -0.20% | |
36ONE BCI SA Equity K | ZAE000337523 | 3.95 | - | - | |
Nedgroup Inv SA Equity B | ZAE000295218 | 3.94 | - | - | |
Visio BCI SA Equity B2 | ZAE000222287 | 3.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sygnia Skeleton Balanced 70 Fund A | 8.02B | 13.94 | 8.92 | 8.57 | ||
Sygnia CPI 4 Fund B | 3.02B | 14.06 | 9.07 | 8.62 | ||
Sygnia CPI 6 Fund B | 2.95B | 14.10 | 8.69 | 8.68 | ||
Sygnia CPI + 6% Fund D | 2.95B | 13.55 | 8.18 | 7.90 | ||
Sygnia 4th Ind Rev Global Eq A | 2.69B | 34.05 | 5.29 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review