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

Johannesburg

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13.883 +0.010 +0.04%

12/03 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 154.41M

Type: Fund

Market: South Africa

Issuer: Momentum Collective Investments

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	8.926
Price to Book	1.264	1.316
Price to Sales	0.766	0.573
Price to Cash Flow	5.735	5.691
Dividend Yield	4.918	4.272
5 Years Earnings Growth	13.706	13.099

Sector Allocation

Name	Net %	Category Average
Financial Services	23.890	14.527
Consumer Cyclical	19.590	25.627
Consumer Defensive	13.880	14.211
Basic Materials	12.050	10.178
Real Estate	11.960	8.635
Healthcare	5.570	6.605
Energy	5.550	2.685
Industrials	5.140	21.283
Communication Services	2.170	3.449
Technology	0.190	3.322

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	22,753	-1.85%
Harmony Gold Mining Company	ZAE000015228	5.35	21,737	+0.90%
Old Mutual	ZAE000255360	5.20	47.15	-0.42%
OUTsurance	ZAE000314084	5.03	6,469	-0.48%
Avi	ZAE000049433	4.63	8,764	-0.66%
Foschini Group	ZAE000148466	4.55	12,727	-0.16%
Momentum Metropolitan Holdings	ZAE000269890	4.46	2,847	+0.53%
Truworths Int	ZAE000028296	3.94	7,486	-0.78%
Sea Harvest	ZAE000240198	3.84	655	+0.77%
Life Healthcare	ZAE000145892	3.76	1,408	-0.64%

Top Equity Funds by Momentum Collective Investments

Name	Total Assets	YTD%	3Y%	10Y%
Momentum MoM Ultra Long Term ValuB1	4.22B	2.20	10.22	9.02
Momentum Real Growth Equity Fund B7	3.73B	0.44	8.50	7.56
Momentum Real Growth Equity Fund C1	3.73B	0.44	8.50	7.55
Momentum Real Growth Equity Fund B0	3.73B	0.46	8.78	8.01
Momentum Equity Fund B4 a	3.73B	0.31	6.82	5.91

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