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Momentum High Growth Fund B1 (0P0000JYWV)

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2.607 +0.030    +1.21%
14/06 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 2.52B
Type:  Fund
Market:  South Africa
Issuer:  Momentum Collective Investments
ISIN:  ZAE000095550 
Asset Class:  Equity
Momentum High Growth Fund B1 2.607 +0.030 +1.21%

0P0000JYWV Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Momentum High Growth Fund B1 (0P0000JYWV) fund. Our Momentum High Growth 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 2.030 2.030 0.000
Stocks 95.750 95.750 0.000
Bonds 0.050 0.050 0.000
Other 2.180 2.180 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 10.902 9.911
Price to Book 1.898 1.443
Price to Sales 1.232 1.005
Price to Cash Flow 8.271 6.062
Dividend Yield 5.690 4.885
5 Years Earnings Growth 8.924 11.111

Sector Allocation

Name  Net % Category Average
Financial Services 28.570 24.946
Basic Materials 18.650 21.729
Consumer Cyclical 17.290 11.276
Consumer Defensive 13.430 11.459
Communication Services 12.860 15.854
Real Estate 4.900 2.582
Industrials 2.960 4.853
Healthcare 1.340 4.568

Region Allocation

  • Europe Developed
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 39

Number of short holdings: 1

Name ISIN Weight % Last Change %
  FirstRand Ltd ZAE000066304 8.35 7,051 +2.86%
  Capitec Bank ZAE000035861 6.53 237,310 +5.36%
  Gold Fields ZAE000018123 6.13 24,497 -5.26%
  Bid Corp ZAE000216537 6.00 40,495 -1.32%
  Naspers ZAE000325783 6.00 373,694 -2.86%
  Prosus NL0013654783 5.29 33.92 -1.04%
  Richemont CH0210483332 5.15 143.70 -1.61%
  Standard Bank Grp ZAE000109815 4.72 19,936 +5.58%
  Shoprite Holdings ZAE000012084 4.12 26,460 +4.51%
  British American Tobacco GB0002875804 3.62 2,392.0 +0.59%

Top Equity Funds by Momentum Collective Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Momentum MoM Ultra Long Term ValuB1 3.73B 1.71 11.08 8.58
  Momentum Real Growth Equity Fund B5 3.55B 2.35 8.19 6.82
  Momentum Real Growth Equity Fund B7 3.55B 2.55 8.69 7.30
  Momentum Real Growth Equity Fund C1 3.55B 2.55 8.69 7.30
  Momentum Real Growth Equity Fund B0 3.55B 2.67 9.00 7.82
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