Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Merchant West Sci Balanced Plus C (0P0000XBPD)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1.831 +0.004    +0.23%
26/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 330.42M
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000170528 
Asset Class:  Equity
Counterpoint Sanlam Collective Investments Balance 1.831 +0.004 +0.23%

0P0000XBPD Overview

 
Find basic information about the Merchant West Sci Balanced Plus 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 0P0000XBPD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change13.52%
Prev. Close1.827
Risk Rating
TTM Yield1.36%
ROE20.41%
IssuerSanlam Collective Investments
TurnoverN/A
ROA7.91%
Inception DateNov 01, 2012
Total Assets330.42M
Expenses3.29%
Min. Investment5,000
Market Cap736.78B
CategoryZAR/NAD Aggressive Allocation
What is your sentiment on Counterpoint Sanlam Collective Investments Balance?
or
Market is currently closed. Voting is open during market hours.

Merchant West Sci Balanced Plus C Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1120 1042 1221 1289 1341 1620
Fund Return 12.02% 4.23% 22.14% 8.84% 6.04% 4.94%
Place in category 274 127 291 368 438 197
% in Category 43 20 44 66 98 99

Top Equity Funds by Counterpoint Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Truffle MET Flexible Fund A 11.58B 11.03 8.34 9.27
  Truffle MET Flexible Fund C 11.58B 11.19 8.53 9.61
  Truffle Sanlam Collect Inv Flex C2 11.58B 11.19 8.53 9.62
  Truffle MET Flexible Fund D 11.58B 11.30 8.66 9.74
  Truffle MET Flexible Fund E 11.58B 11.40 8.78 9.83

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 199.82B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 199.82B 8.46 10.90 8.56
  Allan Gray Balanced Fund X 199.82B 8.21 13.80 -
  Coronation Balanced Plus Fund P 121.43B 11.46 10.83 8.66
  Coronation Balanced Plus Fund D 121.43B 10.84 9.03 8.39

Top Holdings

Name ISIN Weight % Last Change %
Merchant West Global Equity B USD Acc IE00BW4Q1Z99 19.99 - -
  Naspers ZAE000325783 5.83 412,000 +0.78%
REPUBLIC OF SOUTH AFRICA 28/02/35 8.875% ZAG000125972 4.29 - -
  FirstRand Ltd ZAE000066304 2.93 7,910 +1.87%
  Standard Bank Grp ZAE000109815 2.79 24,088 -0.55%

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
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000XBPD Comments

Write your thoughts about Merchant West Sci Balanced Plus C
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

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.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email