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Momentum Financials Fund B1 (0P0000IQWW)

Johannesburg

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Momentum Financials Fund B1 historical data, for real-time data please try another search

5.927 +0.070 +1.21%

05/01 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 410.59M

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

ISIN: ZAE000036133

Asset Class: Equity

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0P0000IQWW Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Financials Fund B1 (0P0000IQWW) fund. Our Momentum Financials Fund B1 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	4.260	4.280	0.020
Stocks	95.500	95.500	0.000
Bonds	0.230	0.230	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	7.495	16.643
Price to Book	0.990	2.692
Price to Sales	1.042	2.049
Price to Cash Flow	8.471	10.284
Dividend Yield	7.310	2.743
5 Years Earnings Growth	14.227	12.526

Sector Allocation

Name	Net %	Category Average
Financial Services	93.660	18.564
Real Estate	6.340	4.603

Region Allocation

North America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
FirstRand Ltd	ZAE000066304	17.29	7,741	-0.10%
Standard Bank Grp	ZAE000109815	14.67	24,827	+1.16%
Absa	ZAE000255915	10.42	17,011	+0.69%
Nedbank Group	ZAE000004875	7.55	30,303	+1.11%
Old Mutual	ZAE000255360	7.39	56.00	+3.70%
Sanlam Ltd	ZAE000070660	6.12	8,883	+1.21%
Discovery Holdings	ZAE000022331	5.47	18,218	+0.65%
Momentum Metropolitan Holdings	ZAE000269890	4.55	2,930	+1.10%
Momentum Money Market Fund B5	ZAE000062139	3.91	1.000	0%
Investec	GB00B17BBQ50	3.44	606.00	+0.50%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4B	15.47	14.42	9.71
Momentum Equity Fund B4 a	3.83B	14.30	10.44	6.71
Momentum Real Growth Equity Fund A	3.83B	14.99	11.33	7.57
Momentum Real Growth Equity Fund B2	3.83B	15.28	11.72	7.94
Momentum Real Growth Equity Fund B3	3.83B	16.49	13.28	9.36

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Momentum Financia.	5.927	+0.070	+1.21%