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Foord Balanced Fund B (0P0000XRLM)

Johannesburg

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80.029 +0.190 +0.24%

21/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 24.73B

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000154266

Asset Class: Equity

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0P0000XRLM Holdings

Comprehensive information about top holdings and Key Holding Information for the Foord Balanced Fund B (0P0000XRLM) fund. Our Foord Balanced 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	7.280	8.850	1.570
Stocks	70.490	72.590	2.100
Bonds	11.960	11.960	0.000
Convertible	2.320	2.320	0.000
Preferred	0.010	0.010	0.000
Other	7.940	7.940	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.332	12.206
Price to Book	1.695	1.851
Price to Sales	1.458	1.316
Price to Cash Flow	6.487	6.294
Dividend Yield	2.878	3.801
5 Years Earnings Growth	12.922	12.199

Sector Allocation

Name	Net %	Category Average
Communication Services	17.860	12.426
Consumer Defensive	12.860	9.271
Healthcare	12.140	7.078
Consumer Cyclical	11.460	11.335
Basic Materials	10.400	14.704
Financial Services	9.910	22.016
Industrials	9.020	5.989
Real Estate	5.960	8.075
Energy	4.530	2.494
Technology	3.730	8.417
Utilities	2.140	0.981

Region Allocation

North America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 63

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Foord SICAV Foord International Fund B	LU0914416242	17.11	49.032	-0.05%
Foord Global Equity Class X	SGXZ22939185	12.68	-	-
Prosus	NL0013654783	7.84	38.10	+0.47%
Foord Global Equity (Lux) X Cap	LU0914416838	5.37	-	-
NewGold Debentures	ZAE000060067	3.59	44,478	+0.00%
Aspen Pharmacare Holdings	ZAE000066692	3.38	17,025	-0.61%
Anheuser Busch Inbev	BE0974293251	3.35	52.24	-0.15%
FirstRand Ltd	ZAE000066304	2.73	7,859	+1.58%
Nedgroup Investments Corporate Money Market Fund C	ZAE000167912	2.53	1.000	0%
Foord Inflation Link Income B	ZAE000338307	2.40	-	-

Top Equity Funds by Foord Unit Trusts

Name	Total Assets	YTD%	3Y%	10Y%
Foord Balanced Fund B1	24.73B	11.72	10.62	7.67
Foord Balanced Fund B3	24.73B	11.69	10.86	7.94
Foord Balanced Fund B4	24.73B	11.17	10.16	7.34
Foord Balanced Fund B2	24.73B	11.86	10.80	7.85
Foord Balanced Fund A	24.73B	10.54	9.37	7.22

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Foord Balanced Fu.	80.029	+0.190	+0.24%