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Momentum Small/mid-cap Fund B2 (0P0000JZH7)

Johannesburg

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14.415 -0.020 -0.17%

14/02 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 163.39M

Type: Fund

Market: South Africa

ISIN: ZAE000061842

Asset Class: Equity

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0P0000JZH7 Holdings

Comprehensive information about top holdings and Key Holding Information for the Momentum Small/Mid-Cap Fund B2 (0P0000JZH7) fund. Our Momentum Small/Mid-Cap Fund B2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	1.630	1.630
Stocks	97.400	97.400
Other	0.970	0.970

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	9.826	9.010
Price to Book	1.264	1.327
Price to Sales	0.766	0.575
Price to Cash Flow	5.735	5.722
Dividend Yield	4.918	4.237
5 Years Earnings Growth	13.706	13.193

Sector Allocation

Name	Net %	Category Average
Financial Services	23.890	14.271
Consumer Cyclical	19.590	25.814
Consumer Defensive	13.880	14.221
Basic Materials	12.050	9.834
Real Estate	11.960	8.651
Healthcare	5.570	7.066
Energy	5.550	2.975
Industrials	5.140	21.414
Communication Services	2.170	3.449
Technology	0.190	3.325

Region Allocation

Equities

Europe Developed
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 42

Number of short holdings: 14

Name	ISIN	Weight %	Last	Change %
Mr Price	ZAE000200457	6.01	25,173	+0.44%
Harmony Gold Mining Company	ZAE000015228	5.35	21,490	-2.03%
Old Mutual	ZAE000255360	5.20	53.80	+0.19%
OUTsurance	ZAE000314084	5.03	6,590	-0.18%
Avi	ZAE000049433	4.63	9,467	-1.22%
Foschini Group	ZAE000148466	4.55	14,386	+0.60%
Momentum Metropolitan Holdings	ZAE000269890	4.46	2,809	-0.43%
Truworths Int	ZAE000028296	3.94	7,949	+0.08%
Sea Harvest	ZAE000240198	3.84	687	-1.72%
Life Healthcare	ZAE000145892	3.76	1,489	+0.61%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.29B	2.13	10.33	9.31
Momentum Equity Fund B4 a	3.84B	0.31	6.82	5.91
Momentum Real Growth Equity Fund A	3.84B	0.37	7.68	6.76
Momentum Real Growth Equity Fund B2	3.84B	0.41	8.07	7.13
Momentum Real Growth Equity Fund B3	3.84B	0.52	9.59	8.58

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Momentum Small/Mi.	14.415	-0.020	-0.17%