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Momentum Macro Value Fund B1 (0P0000JYZM)

Johannesburg

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3.365 +0.020 +0.49%

06/02 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 3.01B

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

ISIN: ZAE000120218

Asset Class: Equity

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0P0000JYZM Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum MoM Macro Value Fund B1 (0P0000JYZM) fund. Our Momentum MoM Macro Value 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	5.200	5.290	0.090
Stocks	90.860	90.860	0.000
Bonds	2.510	2.510	0.000
Other	1.430	1.430	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.074	10.391
Price to Book	1.554	1.605
Price to Sales	0.961	1.092
Price to Cash Flow	7.966	6.488
Dividend Yield	2.997	4.039
5 Years Earnings Growth	17.070	12.484

Sector Allocation

Name	Net %	Category Average
Communication Services	20.360	15.745
Consumer Defensive	19.960	10.643
Financial Services	15.270	28.080
Consumer Cyclical	13.490	12.738
Healthcare	12.840	4.104
Basic Materials	8.370	18.893
Industrials	7.920	4.776
Real Estate	1.800	2.801

Region Allocation

Equities

Europe Developed
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 50

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Prosus	NL0013654783	10.12	38.49	+2.10%
Naspers	ZAE000325783	8.38	408,272	+1.35%
Nedgroup Investments Corporate Money Market Fund C	ZAE000167912	6.80	1.000	0%
Premier	ZAE000320321	5.31	12,329.00	0.00%
Anheuser Busch Inbev	BE0974293251	5.00	48.61	+3.51%
Netcare	ZAE000011953	4.61	1,392	-0.29%
Aspen Pharmacare Holdings	ZAE000066692	4.25	17,151	-0.45%
Wilson Bayly Holmes Ovcon	ZAE000009932	4.20	21,141	0.00%
FirstRand Ltd	ZAE000066304	3.86	7,611	+0.25%
Standard Bank Grp	ZAE000109815	3.61	22,260	+0.73%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.22B	15.71	10.94	9.44
Momentum Equity Fund B4 a	3.8B	14.41	6.80	6.12
Momentum Real Growth Equity Fund A	3.82B	15.32	7.65	6.97
Momentum Real Growth Equity Fund B2	3.82B	15.73	8.04	7.35
Momentum Real Growth Equity Fund B3	3.82B	17.42	9.56	8.78

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Momentum MoM Macr.	3.365	+0.020	+0.49%