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Personal Trust Managed Fund (0P0000JZ9U)

Johannesburg

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3.005 -0.010 -0.32%

13/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 2.77B

Type: Fund

Market: South Africa

Issuer: Personal Trust Intl Mgmt Co

ISIN: ZAE000099503

Asset Class: Equity

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0P0000JZ9U Overview

Find basic information about the Personal Trust Managed Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JZ9U MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change13.33%

Prev. Close3.015

Risk Rating

TTM Yield2.92%

ROE18.89%

IssuerPersonal Trust Intl Mgmt Co

TurnoverN/A

ROA8.04%

Inception DateAug 01, 2007

Total Assets2.77B

Expenses1.46%

Min. Investment50,000

Market Cap804.37B

CategoryZAR/NAD Aggressive Allocation

What is your sentiment on Personal Trust Managed Fund?

Market is currently closed. Voting is open during market hours.

Personal Trust Managed Fund Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1112	1027	1203	1348	1665	2235
Fund Return	11.21%	2.74%	20.26%	10.46%	10.74%	8.37%
Place in category	350	455	446	143	140	65
% in Category	55	66	68	26	29	31

Top Equity Funds by Personal Trust Intl Mgmt Co

Name	Total Assets	YTD%	3Y%	10Y%
Personal Trust Conservative Managed	4.6B	9.43	9.33	7.88
Personal Trust Managed Fund B	2.77B	8.24	10.17	-
Personal Trust Prudent Fund of A	1.83B	8.06	8.98	7.99
Personal Trust Equity Fund	848.62M	4.27	8.42	6.16

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	197.46B	9.24	12.06	8.64
Allan Gray Balanced Fund A	197.46B	8.46	10.90	8.56
Allan Gray Balanced Fund X	197.46B	8.21	13.80	-
Coronation Balanced Plus Fund P	120.26B	11.46	10.83	8.66
Coronation Balanced Plus Fund D	120.26B	10.84	9.03	8.39

Top Holdings

Name	ISIN	Weight %	Last	Change %
iShares Global 100	US4642875722	17.72	100.32	-0.07%
Satrix JSE Global Equity	ZAE000331708	9.82	7,304	+0.72%
iShares S&P 500 Value ETF	-	4.57	-	-
United States Treasury Notes 2.75%	-	3.61	-	-
Naspers Ltd	ZAE000015889	3.25	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Personal Trust Ma.	3.005	-0.010	-0.32%